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Senior Associate - Commission Payments and Enquiries

  • Job reference DST/TP/17446/11117
  • Job type Full Time
  • Sector Funds/Transfer Agency/Asset Management
  • Location Basildon
This vacancy has now expired.

Assist with the delivery of Renewal Commission payment processing, Commission enquiries (Initial and Renewal) and Advisor On Line (AOLR) agent account updates and upload of reports on behalf of our Clients within the agreed service level agreement (SLA) time lines.

Maintain relationships with our Clients and third party suppliers, providing regular progress updates via written (email) and verbal (telephone and conference calls) communication methods.

Provide full administrative support to the Commission Processing Team Leader where required including assistance with overviews and training

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
  • flex benefits scheme

Main Responsibilities

Service Delivery - ensure DST meets client expectation in line with SLA and Key Performance Indicators (KPI).

  • Adhere to Renewal Commission payment and enquiry SLA's stipulated in Client Service Management Documents (SMD).
  • Understand and update statistical information.

Process Adherence - ensure processes and procedures are appropriately adhered to and improved where necessary.

  • Demonstrate an understanding of the Initial and Renewal Commission payment and enquiries processes as well as having advanced FAST, AWD and FSU system navigation skills.

Maintain Client Relations - with specific emphasis on commission payment and enquiries / Client satisfaction.

  • Demonstrate understanding of industry and compliance practices.
  • Demonstrate knowledge and ability to action Client commission payments and enquiries being aware and adhering to client specific procedures.
  • Maintain Client relationships.
  • Suggest system enhancements and procedural improvements.
  • Ensure the highest level of customer service is provided at all times.

Staff Training - ensures processes are undertaken in line with Management and Human Resources expectations.

  • Ensure all training requirements are completed in line with department and company guidelines.

Controls - ensure all processes are completed in a controlled, timely and compliant manner.

  • Complete required daily checklists and project plans fully to evidence all tasks are adhered to in line with internal and external SLA's and regulatory deadlines.
  • Ensure specific Team Leader tasks delegated are completed in a timely manner and escalated if required.
  • Ensure all processing errors are recorded on Risk Online.
  • Assist with collation of Compliance and Client visit requirements ensuring the correct documentation is obtained within required timescales
  • To carry out any other duties which are within the employee's skills and abilities whenever reasonably instructed

Ideal Candidate

  • Excellent keyboard skills to include good use of MS Office packages.
  • Excellent verbal and written communication.
  • Excellent verbal reasoning and numeric skills.
  • Ability to analyse and appraise work, identify potential areas of concern that could lead to risk.
  • Experience in Financial Services Investment Industry.
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