Customer Service Administrator

Margetts; Birmingham; On-site; GBP 22,000 - 28,000; Full time

Job summary

A leading financial services business is seeking a Customer Service Administrator for an initial 6-month fixed-term contract with potential for a permanent position. Join a team of 8 to handle customer queries, perform anti-money laundering checks, and ensure a high standard of service.

Qualifications

• Financial services experience desired.
• Professional attitude and appearance required.
• Ability to prioritize workload.

Responsibilities

• Responding to queries via email, post, and telephone.
• Completing anti-money laundering checks as part of customer due diligence.

Skills

Excellent communication skills

Motivated

Highly organized

Tools

Excel

Word

Outlook

Job description

Customer Service Administrator

This is an initial 6 month fixed term contract with the likelihood of the role turning permanent.

You will act as a Customer Service Administrator as part of a team of 8.

Duties will include (but not exhaustive):

• Responding to queries via email, post and telephone.
• Completing anti-money laundering checks as part of all customer due diligence, internal and external fraud controls.

About You:

• Motivated
• Excellent communication skills (both verbal and written)
• Financial Services Experience (desired)
• Professional attitude and appearance (office presentable)
• Computer literate; Excel, Word and Outlook
• Highly organised with efficient time management and the ability to prioritise workload

The package includes a competitive salary and benefits.

Reporting to Client Services Manager

The Company

We are a financial services business, specifically an Investment Manager and an Authorised Corporate Director (ACD) to several ranges of regulated retail funds totalling over £11.5Bn. The funds managed include multi-manager, direct equity, mixed investments, derivatives and property.

An ACD is authorised by the Financial Conduct Authority to establish and manage Collective Investment Schemes (Funds).

The responsibilities of an ACD include maintaining a register of investors, including the settlement of client money, arranging safe custody and valuing the assets held by funds in order to create buying and selling prices of the funds. Margetts focusses on retail investors and also provides fund management to several ranges of Multi Manager funds.

We currently employ approximately 80 members of staff across multiple departments.

We are committed to ensuring that everyone feels accepted and welcome applicants from all backgrounds.

If you require any adjustments to the recruitment process, please let us know so we can help you to be at your best.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Contract

Job function

• Job function

  Administrative

• Industries

  Investment Management

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