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Financial Services Apprenticeship - Level 3

  • Job reference DST/TP/17446/10405
  • Job type Full Time
  • Sector Administration and Operations
  • Location Basildon
This vacancy has now expired.

You will gain qualifications in a Level 3 NVQ and the industry recognised IOC stage 1,2 & 3 qualification: All training is via E -Portfolios/webinar/on the job. No attendance at college.

We have opportunities within the Distributor Client Services department who are recruiting level 3 apprentices. Please see below info;

Distributor Client Services (DCS) is a business area specifically designed to service Nominee and Platform providers of DST' clients.

There are c112 members of staff serving various functions including telephone dealing, dealing with and resolving queries via phone or email, Nominee relationship management, STP (Straight Through Processing), project support and quality checking


  • Competitive annual salary
  • 20 Days holiday
  • 6% non-contributory pension scheme
  • Life Assurance (4 x salary)
  • Single Persons Cover healthcare
  • flex benefits scheme

Main Responsibilities

This role is within the DCS Written Team. The key responsibilities of an associate within this team are;

  • Receive and investigate enquiries from Nominee companies on behalf of our clients (Management Companies) via email and WebChat. Ensuring that our clients receive excellent customer service and Service Level Agreements are met.
  • Communicate with Nominee companies via email, WebChat or telephone to provide vital information, resolve enquiries, and obtain information required to complete action on their accounts. Ensuring that excellent customer service is provided in both a written and verbal format.
  • Communicate with internal departments, in order to locate the required information/investigate rectification work. Resolve enquiries whilst ensuring a professional relationship is maintained.
  • Client money investigations
  • Payment reissues (settlement, distribution and corrective)
  • Case ownership of complex investigation through AWD until completion

As an Apprentice, you will gain an understanding of how our processing areas operate and how they work in conjunction to ensure that our clients' needs are met.

Once you have completed your initial training you will join the team where you will investigates errors where specific rules have been broken or we fail to comply with the Data Protection Act, on behalf of all DST clients (Management Companies).

Ideal Candidate

  • Minimum grade C in Maths and English GCSE - ESSENTIAL
  • 3 A Levels or Level 2/3 BTEC in a relevant subject to Financial Services / Business / Mathematics - ESSENTIAL
  • Strong computer skills
  • Good numerical skills
  • Excellent communication skills
  • Attention to detail
  • Interest in a career in the Finance or Investment industry
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EMEAEurope, The Middle East & Africa

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