Job Description

17 Sept
Written By
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
Life Assurance
Sickness cover
Excellent training
Social events
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.

Skills Required