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Back Office Administration

  • Job reference IFDS/TP/17446/10070
  • Job type Fixed Term
  • Sector Administration and Operations
  • Location Chelmsford

Summary

The IFDS office is situated within a 5 minute walk from Chelmsford Bus & Train station.

The team are responsible for servicing our leading investment clients, and their customers.

You will provide a good customer service by accurately processing and authorising a variety of customer transactions, including complex and non-standard transactions. This will be processed within agreed service levels and approved financial authority levels where appropriate.

Package

  • Reference salary based on experience and in line with the ACE salary progression scheme
  • 20 days holiday (increasing by 1 day for every year's service up to a maximum of 25 days)
  • 6% non-contributory pension scheme
  • Life Assurance (4 x salary)
  • Single person healthcare
  • Flexible benefits scheme

Main Responsibilities

  • Processing transactions to agreed service levels, quality standards and where relevant within agreed financial authority limits.
  • Handling complaints in line with area guidelines.
  • Processing non-standard or complex transactions/calculations, including manual processing where required, ensuring that Treating Customers Fairly principles are upheld.
  • Contact customers by telephone, fax, e-mail or letter to resolve queries/obtain information.
  • Deal with customer data ethically and in accordance with FCA requirements.
  • Checks the work of others where appropriate to ensure that standards of accuracy, clarity and financial integrity are maintained, and that TCF principles are upheld.
  • Provides informal guidance and/or training for colleagues as required.
  • Completes independent quality and accuracy checking of work.
  • Supports and takes an active role in service improvement/process improvement initiatives or projects as required.
  • Assists management team where appropriate.
  • Keeps own knowledge of processes, products and appropriate regulation up to date.
  • Achieves agreed performance levels
  • Implements and maintains personal development plan, and is proactive in own self development.
  • Completes performance management documentation in line with agreed timescales.

Ideal Candidate

  • Good communication and mathematical reasoning skills
  • Good customer focus and complaint handling skills
  • Good keyboard skills, and familiar with Microsoft word and excel.
  • Good orginisation and time management skills to prioritise workloads.
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