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Senior Technical Associate, Registration

  • Job reference DST/KS/02.01
  • Job type Full Time
  • Sector
  • Location Basildon

Summary

To make relevant updates to the register and respond to customers, IFAs or third parties accordingly. Be able to work within strict guidelines and in line with Service Level Agreements (SLAs) and Key Performance Indicators (KPIs).

Registration is made up of a number of different processes:

  • To identify the required documents needed to verify clients' identity in accordance with money laundering regulations.
  • Settling deals within regulatory timescales, making payments to the correct location, acceptance of registration documents and the application of coverall agreements and alternative payment mandates
  • To identify the required documents/instructions needed in order to make relevant updates to the register
  • To enable the correct issue of distribution payments following the death of the investor

You will be required to support our off-shore processing team and offer guidance when required.

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

  • To provide an effective & efficient service function to customers, mostly by post, but by any appropriate means of communication, to greatly enhance our reputation as a truly customer focused Company
  • Respond positively to the goals of the team, support colleagues, and actively add to the success of the overall department
  • Attend and actively contribute to team meetings
  • Be prepared to achieve & strive to exceed minimum standards in line with KPIs, SLAs & Key Results Areas, both in terms of quality and productivity
  • Assist every area of the business to improve overall customer experience
  • To commit to personally putting the customer first and providing an excellent customer service at all times
  • Develop an understanding of all client profiles/products to be able to deliver outstanding customer service

Ideal Candidate

  • Basic keyboard skills to include awareness of MS Office packages
  • Good Verbal reasoning and numeric skills.
  • Ability to analyse and appraise work, to identify potential areas of concern that could lead to risk
  • Experience in the financial industry
  • IOC introduction to securities or willing to work towards
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