Description
A dynamic role providing the job holder with exposure to key Stakeholders.
With the expansion of the product into the UK Market, the business is expected to go through a period of significant growth which will be followed by a period of stability.
The GDTA team plays a very important role in HSS Edinburgh's service differentiation and ultimate client satisfaction.
This role operates in a highly time critical environment and is required to be fully involved in reporting and other activities relating transfer agency functions
Part of a broader team providing a full range of UKTA services including telephone dealing, multi-channel queries, bereavement and client reporting.
Knowledge & Experience/Qualifications (For the role - not the role holder. Minimum requirements of the role.)
- Relevant experience in complaint handling environment with retail customers is essential and being comfortable with telephone calls and written side of complaint handling.
- Previous experience in Investor/Shareholder Services/Transfer Agency or UK Funds industry is desirable, not essential.
- Excellent verbal and written communication is essential
- Demonstrated ability to work under pressure and deadline is essential.
- Relevant experience in the financial services industry is desirable.
- Strong business sense and awareness of the key risk areas of the business.
- Practical experience of process reviews and re-engineering required.
- Strong inter-personal and decision making skills and the ability and vision to drive teams forward and lead from the front.
- Service oriented and customer focused.
- Ability to ensure deadlines, controls and procedures are adhered to.
- Ability to analyse issues, and organise and proactively contribute to the team
- Working knowledge of Microsoft Word and Excel
- Strong attention to detail.
- Flexible and adaptable.