Financial Services Client Services - Remote

Eden Scott's client is currently seeking a number of Client Services Administrators to work for a financial services bank in Glasgow. These roles are for 6 Months and paid weekly and fully remote.

Responsibilities

• Respond to phone and email inquiries from mutual fund shareholders regarding, among others, financial transactions, account information or processing a transaction.
• Deal with requests to make updates to shareholder accounts or instruct shareholders on how to make account changes.
• Answer phones and respond to shareholder emails with inquiries handled without a handoff for assistance.
• Follow the best practice call outline when addressing and closing standard calls and ensure that the most current information is provided.
• Complete security forms in compliance with regulatory requirements.
• Actively listen to shareholder needs in order to provide service that ensures continued shareholder satisfaction and complete, accurate fulfillment of shareholder requests.
• Make an initial determination of which inquiries should be escalated or will necessitate completion of an electronic ticket.
• Confirm conclusions with more senior team members.
• Escalate inquiries or complete electronic tickets to initiate delivery of historical statements or pass forms to shareholders as requested.
• Have a clear understanding of Policy and Procedures.
• Complete standard security protocol to verify shareholder identity and prevent fraud prior to releasing information.
• Handle customer complaints following our standard procedures and regulatory guidelines.
• Accept feedback and coaching and proactively adjust own management of call flows in response to feedback.
• Work in a very structured environment.

Experience Required

• Previous Client Services Administration experience from Financial Services or Banking is essential.
• Team Player.
• Accuracy to detail is essential.
• Flexible.

If you feel you can rise to the challenge, please contact Karen Kerr at the earliest opportunity on 0131 550 1129 or e-mail Karen.kerr@edenscott.com.

Eden Scott offers the services of an employment agency for permanent work and an employment business for temporary work.