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Written Correspondence / Customer Associate

This job has expired, and cannot be applied for.

Posted By: Michael Boyd & Partners
Address:
Contact: 01268 747456
Date Posted: 8th Oct 2008
Salary: £18,000 - £22,000
Location: Chelmsford
Reference Code: 0808-45-A
Views Since Posting: 229
Full Description:

Written Correspondence / Customer Associate

Chelmsford, Essex

£18,000 - £22,000

My client, a large financial services company based in Chelmsford, Essex, is currently looking for a Customer Associate to join them on a permanent full time basis.

As Customer Associate you will be responsible for effectively and efficiently dealing with written enquiries and complex investigations in line with department and company service level agreements. You will need Financial Services experience and ideally knowledge of Investment Products such as PEP’s or ISA’s or Pensions or Bonds and an understanding of FSA, however this is not essential, but will be preferred.

Specific duties will include:

• To provide an effective and efficient service to IFAs and clients by any appropriate means of communication
• To proactively develop an understanding of all IFA profiles and products, facilitating the delivery of excellent customer service
• To ensure any investigations undertaken are conducted efficiently and in a timely manner and that quality is maintained at all times
• To update all relevant systems to ensure a consistent audit trail and complete client records

The successful candidate is likely to be a strong team player who is client focused with strong time management and communication skills. You will also need to be able to multi task and adopt a professional manner when dealing with external parties. My client only deals with IFA’s and other Financial Services companies, not the general public, therefore this is not a call centre position. My client is looking for someone with administration experience ideally from a financial background so if you are interested in this position please send your CV to me today.

Please note that due to the high level of applications, we are only able to contact applicants who have all the skills and experience required by my client.

Whilst not essential, if you are applying for this job, it would really help if your CV is formatted as simply as possible, without any boxes, headers, footers and borders etc.

As a preferred recruitment partner to many leading businesses in Essex, Michael Boyd & Partners is committed to introducing only the very best individuals to its clients. If you have the relevant skills and experience and can make a positive difference to our clients’ businesses then please send your CV to hannah.beamish@michaelboyd.co.uk and we will contact you for an initial discussion.