Customer Service Administrator
Core
Provide customer service and administrative support during Tax Year End operations, processing customer and adviser requests accurately and efficiently.
Role type
Entry-level customer service administrator
Builds
Customer service outcomes and operational efficiency for Quilter's Tax Year End platform
Domain
Financial Services (Pensions, Investments, Money-in/out)
Required skills
Organisation, prioritisation, attention to detail, clear written and verbal communication, adaptability, ability to follow procedures
Preferred skills
Previous administration or customer service experience
Responsibilities
Process customer and adviser requests accurately, maintain clear records, prepare correspondence, handle telephone and email contact with customers and financial advisers, escalate issues outside knowledge or authority, work within agreed quality and productivity standards