New Business Specialist - Client Services

IDEX Consulting Ltd.; Aberdeen City; In loco; GBP 28.000 - 38.000; Tempo pieno

Descrizione del lavoro

IDEX Consulting Ltd. are recruiting a Client Service Associate (New Business) to join their national Client Services team in Aberdeen.

You will take ownership of new business cases from handover through to completion, working with Financial Advisers, providers and internal teams to ensure accuracy and timely processing. The successful candidate will have prior financial services administration or new business processing experience, strong organisational and communication skills, and the ability

Competenze

• Previous financial services administration or new business processing experience
• Strong organisational skills and attention to detail
• Excellent communication skills
• Experience managing multiple cases and priorities
• Experience with Intelligent Office (iO) and provider platforms would be advantageous

Mansioni

• Managing new business cases through to completion
• Submitting business to providers and ensuring documentation is accurate
• Monitoring and progressing cases through provider platforms
• Liaising with advisers, providers and internal teams to resolve queries
• Providing regular updates on case progress
• Completing quality checks and ensuring regulatory requirements are met

Conoscenze

Organisational skills

Attention to detail

Communication skills

Multitasking/Prioritisation

Strumenti

Intelligent Office (iO)

Provider platforms

Descrizione del lavoro

IDEX Consulting Ltd. are recruiting a Client Service Associate (New Business) to join their national Client Services team in Aberdeen.

You will take ownership of new business cases from handover through to completion, working with Financial Advisers, providers and internal teams to ensure accuracy and timely processing. The successful candidate will have prior financial services administration or new business processing experience, strong organisational and communication skills, and the ability