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Senior Outbound Associate - Platforms

  • Job reference DST/TP/57366/11879
  • Job type Full Time
  • Sector Administration and Operations, Wealth Management/Investment Platforms
  • Location Chelmsford
This vacancy has now expired.

The role of an Outbound Associate is to instigate external contact in order to clarify instructions that cannot be completed in their current state. You will liaise with the internal operational areas and then make contact with external advisers and/or other related third parties to clarify the required activities.

Associates are required to initiate outgoing calls or send emails in which they must articulate the scenario and required outcome in a concise and exact manner, translating the response internally to ensure the instruction can then be completed.

  • Grade - Senior Associate (I/S2)


  • Competitive annual salary
  • 20 Days holiday (increasing by 1 day for every year's service up to a maximum of 25 days)
  • 9% pension scheme (6% non-contributory & 3% self contribution)
  • Life Assurance (4 x salary)
  • Single person healthcare
  • Flex benefits scheme
  • Employee discount scheme
  • DST Sports and Social membership
  • On site canteen
  • Free fresh fruit
  • Located close to Chelmsford City centre
  • Close to local bus and train services
  • Close to public car parking facilities

Main Responsibilities

Outbound Associates are required to establish a good level of competence around the Record Keeping processes provided by DST and must work with a keen attention to detail. Each outbound contact is a representation of DST and its Clients and therefore Associates are expected to deliver professionalism and convey a passion for customer service at all times.

The role of an Outbound Associate provides an excellent foundation for a career in the Financial Industry, with exposure to all aspects of DST's business. It is suited to those looking to challenge and develop themselves and their career, and offers the opportunity to build on DST's reputation as a truly customer focused Company.

  • Employees are expected to exercise due care and diligence, ensuring the areas the role is responsible for are organised and controlled.
  • Employees must uphold responsibilities for risk and business continuity practices as appropriate to the position the role holds within the organisation.
  • All Employees are required to comply with the regulatory regimes in which DST operates, with particular consideration given to relevant Client Money, Data Protection and Financial Crime Prevention regulations, as appropriate to the above role.

Ideal Candidate

  • Strong written and interpersonal skills
  • Excellent analytical skills
  • Good personal organisational skills
  • Experience of working within the Financial Services Industry
  • Excellent Communication skills
  • Good working knowledge of EXCEL and WORD
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