Service Executive – Bristol
Salary
Up to 22,000
Location
Bristol
Job Type
Full Time
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We are currently working with a very successful retirement wealth planning platform who are looking to expand their operations team and bring on a Service Executive. You will be working as part of a team responsible for administering products and services.
Your role will include responsibilities such as…
- Developing good working relationships with all Investors, Advisers, third parties and internal teams.
- Dealing with all queries by telephone, email, and letter as appropriate.
- Administer work generated by Investors, Advisers and internal instructions within agreed service levels.
- When processing use clear, concise communication to ensuring relevant products, services and charges are explained.
- Accurately updating systems to reflect work received or carried out ensuring Investor records are maintained.
- Work efficiently in an organised manner.
- Highlight process improvement ideas to your line manager.
- Responsible for managing your own delegated work load, prioritising your activity within agreed Service Level Agreements and timescales and to use discretion in making decisions.
- Provide good Investor service, taking ownership of work, any issues arising, fixing them promptly and escalating when appropriate.
- Go the extra mile; be an advocate for the Investor.