Investments New Account Support Specialist

TN United Kingdom; Lincoln; On-site; GBP 25,000 - 35,000; Full time

Job summary

An established industry player is seeking a dedicated Investments New Account Support Specialist in Lincoln. This role focuses on delivering exceptional customer service and operational support, ensuring clients receive accurate information and assistance. You will engage with various operational functions, including transaction processing and data entry, while demonstrating adaptability and critical thinking skills. Join a dynamic team where your contributions will enhance customer satisfaction and operational efficiency. If you're passionate about customer service and eager to take on complex processes, this opportunity is perfect for you.

Qualifications

• Provide quality service and efficient operations support.
• Focus on complex processes and provide accurate information.

Responsibilities

• Process transactions according to established procedures.
• Handle complex operational functions and assist with inquiries.

Skills

Account Management

Adaptability

Customer and Client Focus

Data Collection and Entry

Process Effectiveness

Active Listening

Continuous Improvement

Customer Service Management

Data Quality Management

Result Orientation

Attention to Detail

Business Operations Management

Business Process Analysis

Critical Thinking

Process Management

Job description

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Investments New Account Support Specialist, Lincoln

Client:

Bank of America

Location:

Lincoln, United Kingdom

Job Category:

Customer Service

EU work permit required:

Yes

Job Reference:

79362039cd2c

Job Views:

11

Posted:

26.04.2025

Expiry Date:

10.06.2025

Job Description:

Description:
This job is responsible for providing quality service and efficient operations support for the assigned areas, internal business partners, and external customers and clients. Key responsibilities include providing clients with accurate information by keeping abreast of procedures and demonstrating the ability to provide complete and concise explanations to inquiries made from all levels of personnel. Job expectations include focusing on more complex processes.

Responsibilities:

1. Processes transactions according to established procedures and prescribed processes required
2. Demonstrates operational discipline while handling complex and diverse operational functions
3. Covers one or more operations functional areas, such as analyses, report generation, opening new accounts, trade processing, payment processing, and data entry
4. Assists with phone calls, email boxes, and processing queues

Additional Skills Used:

• Account Management
• Adaptability
• Customer and Client Focus
• Data Collection and Entry
• Process Effectiveness
• Active Listening
• Continuous Improvement
• Customer Service Management
• Data Quality Management
• Result Orientation
• Attention to Detail
• Business Operations Management
• Business Process Analysis
• Critical Thinking
• Process Management

Shift:

1st shift (United States of America)

Hours Per Week:

40