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- Tasks: Join a dynamic team processing customer inquiries and administration tasks in finance.
- Company: A friendly financial services company in St Albans, focused on client satisfaction.
- Benefits: Enjoy a competitive salary, 20-25 days holiday, life assurance, and social events.
- Why this job: Great opportunity for growth in a supportive environment with a focus on career progression.
- Qualifications: 2-3 years in customer service/administration; financial services experience is a plus.
- Other info: Modern office location, excellent training, and a welcoming team culture.
The predicted salary is between 20800 - 36400 £ per year.
A friendly, professional Financial Services company based in St Albans are looking for a Customer Service Administrator to join a friendly and welcoming team. This is a busy and interesting role where you will be processing administration and dealing with customers over the phone. You will be based within a modern office centrally located and in easy reach of the town centre. The company offers excellent opportunities for development and progression in the future. This role will suit candidates that have worked in Financial Services previously or that have Customer Service Administration experience.
What’s in it for you:
- Salary: Up to £26k depending on experience
- Hours: Monday to Friday 9 – 5.30
- 20 days holiday which rises 1 day per year up to 25 days
- Life Assurance
- Sickness cover
- Excellent training
- Social events
- Friendly and welcoming team
- Career progression
Key Responsibilities:
- Provide a first-class service to clients in response to enquiries or instructions by telephone ensuring compliance with regulatory and client requirements.
- Carry out all administration tasks for our Life Protection product including processing general administration, administering trust documentation, policy amendments, premium refunds, cancellations, premium collections, death claims, underwriting enquiries, raising payments, setting up IFA firms and sending out policy documentation.
- Deal with correspondence to and from clients as necessary, bringing any issues to the attention of the Team Leader.
- Process general administration, policy amendments, processing and new business inputting.
- Comply with legislative and regulatory requirements, e.g. data protection, money laundering, FCA rules, treating customers fairly.
- Fully understand the complaints procedure and adhere to our regulatory guidelines.
- Provide an excellent standard of service and continually meet performance measurements and objectives as outlined in your performance management document.
- Deal politely with clients on the telephone and escalate any difficult conversations to the Team Leader as necessary.
- Achieve and succeed service standards on call answering and missed calls.
What the employer is looking for:
- 2-3 years + in Customer Service/ Administration.
- 1-2 years’ experience within Financial Services industry is preferred but not essential.
- Previous experience with bonds or investments is preferred but not required.
- Minimum qualifications of GCSE standard or equivalent.
- Good interpersonal, organisational and communication skills.
- Ability to work to tight deadlines in a pressurised and fast-moving environment.
- Ability to adapt to change with a flexible approach.
- Strong communicational skills and good attention to detail.
- Proficient in Microsoft Excel and Word.
- Car driver if travelling from outside of St Albans.
Red Door Recruitment is committed to encouraging equality, diversity and inclusion among our workforce, and eliminating unlawful discrimination. Full details available on our website. Please note due to the number of applications we often receive; only shortlisted applicants will be contacted.
Contact Detail:
Red Door Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Service Finance Administrator
✨Tip Number 1
Familiarise yourself with the financial services industry, especially life protection products. Understanding the basics will help you engage in meaningful conversations during interviews and demonstrate your interest in the role.
✨Tip Number 2
Practice your communication skills, particularly over the phone. Since this role involves dealing with clients directly, being able to convey information clearly and professionally will set you apart from other candidates.
✨Tip Number 3
Showcase your organisational skills by preparing examples of how you've managed multiple tasks or deadlines in previous roles. This will highlight your ability to thrive in a busy environment, which is crucial for this position.
✨Tip Number 4
Research the company culture and values of the financial services firm. Being able to align your personal values with theirs during the interview can demonstrate that you're a good fit for their team.
We think you need these skills to ace Customer Service Finance Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in customer service and administration, especially within the financial services sector. 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 enthusiasm for the role and the company. Mention specific experiences that align with the responsibilities listed in the job description, such as handling customer inquiries or processing administrative tasks.
Highlight Relevant Skills: In your application, emphasise your interpersonal, organisational, and communication skills. Provide examples of how you've successfully managed tight deadlines and adapted to changes in previous roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects attention to detail, which is crucial for this role.
How to prepare for a job interview at Red Door Recruitment
✨Showcase Your Customer Service Skills
Since the role involves dealing with clients over the phone, it's crucial to demonstrate your customer service experience. Prepare examples of how you've successfully handled customer inquiries or complaints in the past, highlighting your communication skills and ability to remain calm under pressure.
✨Familiarise Yourself with Financial Services
Even if you don't have extensive experience in financial services, showing that you've done your homework can set you apart. Brush up on basic financial concepts, especially those related to life protection products, and be ready to discuss them during the interview.
✨Prepare for Regulatory Questions
The job requires compliance with various regulations, so be prepared to discuss your understanding of data protection, money laundering, and FCA rules. This shows that you take compliance seriously and understand its importance in the financial sector.
✨Demonstrate Adaptability and Teamwork
The company values a friendly and welcoming team environment. Be ready to share examples of how you've adapted to changes in previous roles and how you've worked collaboratively with others to achieve common goals.
