Customer Operations Representative
Description : 13 Mar, 2023
Meraki Talent are partnered with a global FinTech organisation to appoint a Customer Operations Representative on a 6–month FTC (with possibility of extension) in their Edinburgh City Centre Office. This opportunity offers a salary of GBP22,500 – full–time equivalent – plus a hybrid working after the initial training period.The purpose of the Customer Ops Representative is to:
Consistently meet or exceed customer service level agreements, ensuring timely and accurate responses to customer and adviser inquiriesPerform investment trading transactions, general servicing transactions, and new business transactions, as well as money in/out transactions and other support activities, ensuring compliance with relevant regulations and guidelinesDevelop and maintain knowledge of Self–Invested products, ISAs, and GIAs, as well as relevant regulations, guidelines, and proceduresIdentify and report issues or concerns related to processes, systems, or customer inquiries, and work collaboratively with internal teams to resolve themEnsure accurate record–keeping and documentation of all customer and adviser interactions and transactionsContinuously look for opportunities to improve processes and enhance the customer experience, and provide suggestions to managementParticipate in team meetings, trainings, and other development opportunities to enhance skills and knowledgeAdhere to all internal policies and procedures, as well as external regulatory requirements, related to processing and authorizing financial transactions To be considered for this role, you must have:
Administration/Customer Service experience from a financial services environmentStrong attention to detail.Excellent customer service skills.The ability to manage your own time and deliver to deliver to deadline.The ability to innovate and suggest improvements. Key Performance Indicators (KPIs) for this role may include:
Daily work item clearance and productivity levels achieved, as measured by MIQuality auditing levels achieved, and process accreditation maintained, as measured by MIMandatory training completed and passed by required date, as measured by MIProcess and financial transactions breaches not exceeding agreed levels, as measured by MICustomer and adviser satisfaction ratings, as measured by surveys or other feedback mechanisms. Apply NowLauren wants: Customer Service, Administration, Graduates, Financial Services'By submitting your information, you confirm you have read and understood our Privacy Notice which outlines how we use information we collect about you.\"Please see our website page headed 'Privacy Notice' for an explanation about how we use information we collect about you'
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