Customer Service Finance Administrator | St Albans | £26k

Red Door Recruitment; St Albans; On-site; GBP 26,000; Full time

Job summary

A Financial Services Company in St Albans is seeking a Customer Service Finance Administrator. You will provide exceptional customer service while processing administrative tasks in a busy office. Candidates should have 2-3 years of customer service experience, with a preference for those from the financial sector. The job offers up to £26k salary, 20 days of holiday, and excellent training and career progression opportunities.

Benefits

Up to £26k salary

20 days holiday increasing to 25 days

Excellent training

Sickness cover

Career progression

Qualifications

• 2-3 years in Customer Service/Administration.
• Experience in Financial Services preferred but not essential.
• Proficient in Microsoft Excel and Word.

Responsibilities

• Provide first-class service to clients by telephone.
• Process administration tasks for Life Protection product.
• Comply with regulatory and legislative requirements.

Skills

Customer Service

Communication skills

Organizational skills

Attention to detail

Microsoft Excel

Microsoft Word

Education

GCSE standard or equivalent

Job description

Customer Service Finance Administrator | St Albans | £26k

A friendly, professional Financial Services company based in St Albans are looking for a Customer Service Administrator to join a friendly and welcoming team.

This is a busy and interesting role where you will be processing administration and dealing with customers over the phone.

You will be based within a modern office centrally located and in easy reach of the town centre.

The company offer excellent opportunities for development and progression in the future.

This role will suit candidates that have worked in Financial Services previously.

What’s in it for you:

• Salary: Up to £26k depending on experience
• Hours: Monday to Friday 9 – 5.30
• 20 days holiday which rises 1 day per year up to 25 days
• Sickness cover
• Excellent training
• Friendly and welcoming team
• Career progression

Key Responsibilities

• Provide a first-class service to clients in response to enquiries or instructions by telephone ensuring compliance with regulatory and client requirements.
• Carry out all administration tasks for our Life Protection product including processing general administration, administering trust documentation, policy amendments, premium refunds, cancellations, premium collections, death claims, underwriting enquiries, raising payments, setting up IFA firms and sending out policy documentation
• Deal with correspondence to and from clients as necessary, bringing any issues to the attention of the Team Leader
• Process general administration, policy amendments, processing and new business inputting
• Comply with legislative and regulatory requirements, e.g. data protection, money laundering, FCA rules, treating customers fairly
• Fully understands the complaints procedure adheres to our regulatory guidelines
• Provide an excellent standard of service and continually meet performance measurements and objectives as outlined in your performance management document
• Deal politely with clients on the telephone and escalate any difficult conversations to the Team Leader as necessary.
• Achieve and succeed service standards on call answering and missed calls.

What the employer is looking for

• 2-3 years + in Customer Service/ Administration
• 1-2 years’ experience within Financial Services industry is preferred but not essential
• Previous experience with bonds or investments is preferred but not required
• Minimum qualifications of GCSE standard or equivalent
• Good interpersonal, organisational and communication skills
• Ability to work to tight deadlines in a pressurised and fast-moving environment
• Ability to adapt to change with a flexible approach
• Strong communicational skills and good attention to detail
• Proficient in Microsoft Excel and Word
• Car driver if travelling from outside of St Albans

Red Door Recruitment is committed to encouraging equality, diversity and inclusion among our workforce, and eliminating unlawful discrimination. Full details available on our website.

Please note due to the number of applications we often receive; only shortlisted applicants will be contacted.