Skip to main content

Financial Services Administrator – Wimborne – up to £23,500

Financial Services Administrator – Wimborne – up to £23,500

  • Applications have closed.

Bond Williams
Professional Recruitment

Financial Services Administrator – Wimborne – up to £23,500

Our client based in Wimborne are looking for a Financial Services Administrator to join their busy team. The main aspect of the role is to be the main point of contact for the customers and to provide excellent customer service and administration support to the new and existing customers.

Main responsibilities:

  • Process all department transactions efficiently, accurately and within agreed Service Levels.
  • Provide support to customers using the online functionality.
  • Provide a level and quality of service in line with the company expectations.
  • Recognise and action lead opportunities for the Society.
  • Provide support to the retention officer role (to include customer contact, follow up calls)
  • Produce reports and management information (MI) as requested.
  • Be aware of any risks to the company and act within the reporting guidelines.
  • Ensure that expressions of customer dissatisfaction and complaints are escalated accordingly.
  • Be responsible for managing own daily workload and tasks.
  • Be able to multitask and meet department service levels.
  • Deal with telephone and face to face enquires received within the department promptly, ensuring that a high standard of customer service is provided.
  • Use initiative in identifying any practice and process improvements.
  • Assist with system testing when required.
  • Be aware of Financial Conduct Authority & Prudential Regulation Authority, other legislative and Society internal compliance requirements.

Key skills:

  • Track record in an administrative environment
  • Good PC skills, including word and excel
  • Previous mortgage and savings experience
  • Financial Services background

For more information on this role, please send your CV to [email protected] or alternatively you can apply online.

Bond Williams Professional Recruitment are an equal opportunity employer and operate as an Employment Business and Recruitment Agency

Job Overview
Office & Commercial
Offered Salary
£23000 - £23500 per annum
Register, apply, success. Find your next job.