Job Details

To assist the Manager & Team Leader with the operation of the New Business Team, to effectively deliver a direct service to stake holders, both internal and external, by the processing of all requests within specified servicing times.

This is a senior role with the expectation of being actively involved in ensuring overall team service standards are achieved by self and colleagues, maintaining and improving in accordance with operational plans and objectives for the company

Key Responsibilities

• Excellent written and verbal communication skills internally and externally. Excellent attention to detail, and administrative accuracy.
• Ability to deal with queries and escalations from stake holders, both internally and externally via telephone or written communication.
• Excellent attention to detail, and administrative accuracy.
• A strong understanding and ability to perform all team processes and procedures to a high level of accuracy, including apps and KYC/AML/.
• Display ownership of both own and the wider teamwork – full awareness of work that needs to be completed and ensuring completion within tight deadlines, adjusting priorities where required
• Assist with completion of daily tasks within the team as and when required
• Ability to provide in depth, ad-hoc and on the job training regarding New Business processes to colleagues, mentoring where required.
• Adhering to regulatory legislation and ensuring compliance
• requirements
• Willingness to learn, achieve and progress as well as being able to identify and articulate own training and personal development needs
• Assist Team Leader by providing feedback on team member’s performance and accuracy, providing supporting evidence where necessary, to be used when conducting regular touchpoint reviews (including half year and end of year reviews).
• Mentor and develop all colleagues in team, to assist them in identifying and working towards achieving their personal development areas
• Assist Technician with any work related to Risk and the Change Facilitation Lead with any training and/or process changes
• Respond quickly to any feedback from checking and quality assurance, whilst using this feedback as an opportunity to learn and improve own and your colleague’s work
• Identify problem areas and areas for improvements, offering and helping to deliver solutions and change ideas wherever possible
• Identify & log any Complaints that are received and aiming to be able to close as First Point Resolutions (FPRs) whenever possible.
• Ensuring the complaints procedure is followed correctly

• Strong and relevant experience of working in Financial Services
• Reasonable Knowledge of Microsoft
• Office Applications (Word, Excel, Outlook)
• Ability to draft basic letters / fax
• Experience within a customer facing administration role
• Good Team Player
• Ability to work under pressure
• Ability to meet individual targets and goals