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For Companies At a Glance
- Tasks: Manage customer onboarding and maintain records while providing top-notch service.
- Company: Join a reputable bank in the heart of London, known for its commitment to customer care.
- Benefits: Enjoy hybrid working options and a supportive work environment.
- Why this job: Be part of a dynamic team that values exceptional service and personal growth.
- Qualifications: Experience in customer onboarding and KYC procedures is essential; proficiency in Microsoft Office required.
- Other info: This is a permanent role with opportunities for career advancement.
The predicted salary is between 36000 - 60000 £ per year.
KYC / Customer Service Administrator
Location: London, United Kingdom
Job Description:
KYC / Customer Service Administrator City of London / Hybrid Permanent cer Financial is working alongside a bank based in the City of London. They are seeking a Customer Service Administrator to work with them on a permanent basis. The Customer Service Administrator will manage the customer lifecycle across all customer types, including personal, business, ISA, and charities, providing exceptional service aligned with company values.
Responsibilities include:
- Onboarding new customers by setting up customer and account records, ensuring initial and ongoing Due Diligence (KYC)
- Processing new deposits, rollovers, and repayments for fixed and notice accounts
- Providing bereavement services
- Maintaining up-to-date customer records
- Inputting daily transactions into the banking system
- Preparing and executing daily transfers and payments
- Performing ad hoc duties as required
Requirements:
- Experience in customer onboarding, including KYC procedures
- Proficiency in Microsoft Office (Word, Excel, Outlook)
- Experience with banking systems, including online banking
KYC / Customer Service Administrator employer: cer Financial
Contact Detail:
cer Financial Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land KYC / Customer Service Administrator
✨Tip Number 1
Familiarise yourself with KYC regulations and procedures. Understanding the latest compliance requirements will not only boost your confidence during interviews but also demonstrate your commitment to the role.
✨Tip Number 2
Brush up on your customer service skills. Since this role involves managing customer relationships, practice scenarios where you handle difficult situations or queries effectively to showcase your problem-solving abilities.
✨Tip Number 3
Network with professionals in the banking and finance sector. Attend industry events or join online forums to connect with others who can provide insights or even refer you to opportunities within their organisations.
✨Tip Number 4
Prepare for potential technical assessments. Since proficiency in Microsoft Office and banking systems is required, consider taking online courses or tutorials to sharpen your skills and be ready to demonstrate them during the interview process.
We think you need these skills to ace KYC / Customer Service Administrator
Some tips for your application 🫡
Understand the Role: Familiarise yourself with the responsibilities of a KYC / Customer Service Administrator. Highlight your experience in customer onboarding and KYC procedures in your application.
Tailor Your CV: Make sure your CV reflects relevant experience, particularly in customer service and banking systems. Use keywords from the job description to demonstrate your fit for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for customer service and your understanding of KYC processes. Mention specific examples of how you've provided exceptional service in previous roles.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at cer Financial
✨Know Your KYC Procedures
Make sure you understand the key aspects of KYC (Know Your Customer) procedures. Be prepared to discuss your previous experience with customer onboarding and how you've ensured compliance with these regulations.
✨Showcase Your Customer Service Skills
Highlight your ability to provide exceptional customer service. Think of specific examples where you've gone above and beyond for a customer, as this role heavily relies on maintaining positive customer relationships.
✨Familiarise Yourself with Banking Systems
Since the role involves working with banking systems, brush up on your knowledge of online banking platforms and any relevant software. Being able to discuss your proficiency in these areas will demonstrate your readiness for the job.
✨Prepare Questions for the Interviewer
Have a few thoughtful questions ready to ask the interviewer about the company culture, team dynamics, or specific challenges they face in customer service. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
