At a Glance
- Tasks: Assist customers by responding to queries and conducting due diligence checks.
- Company: Join Margetts Fund Management, a leading financial services firm.
- Benefits: Enjoy a competitive salary, bonuses, and great benefits.
- Other info: Opportunities for professional qualifications and career growth await you.
- Why this job: Be part of a dynamic team making a real impact in finance.
- Qualifications: Strong communication skills and a professional attitude are essential.
The predicted salary is between 30000 - 40000 £ per year.
You will act as a Customer Service Administrator as part of a team of 8. Duties will include (but not exhaustive):
- Responding to queries via email, post and telephone.
- Completing anti-money laundering checks as part of all customer due diligence, internal and external fraud controls.
- You will be required to complete professional qualifications.
About You:
- Motivated
- Excellent communication skills (both verbal and written)
- Financial Services Experience (desired)
- Professional attitude and appearance (office presentable)
- Computer literate; Excel, Word and Outlook
- Highly organised with efficient time management and the ability to prioritise workload
The package includes a competitive salary, bonus and benefits. Reporting to Client Services Manager.
The Company: We are a financial services business, specifically an Investment Manager and an Authorised Corporate Director (ACD) to several ranges of regulated retail funds totalling over £15Bn. The funds managed include multi-manager, direct equity, mixed investments, derivatives and property. An ACD is authorised by the Financial Conduct Authority to establish and manage Collective Investment Schemes (Funds). The responsibilities of an ACD include maintaining a register of investors, including the settlement of client money, arranging safe custody and valuing the assets held by funds in order to create buying and selling prices of the funds. Margetts focusses on retail investors and also provides fund management to several ranges of Multi Manager funds. We currently employ over 100 members of staff across multiple departments. We are committed to ensuring that everyone feels accepted and welcome applicants from all backgrounds. If you require any adjustments to the recruitment process, please let us know so we can help you to be at your best.
Customer Service Administrator in Birmingham employer: Margetts Fund Management Ltd
Margetts Fund Management Ltd is an excellent employer located in Birmingham, offering a supportive work culture that values diversity and inclusion. As a Customer Service Administrator, you will benefit from competitive salaries, bonuses, and opportunities for professional development through qualifications, all while being part of a dedicated team focused on delivering exceptional service in the financial services sector.
Contact Details:
Margetts Fund Management Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Customer Service Administrator in Birmingham
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We think you need these skills to ace Customer Service Administrator in Birmingham
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
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How to prepare for a job interview at Margetts Fund Management Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Margetts Fund Management Ltd.
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Since this is a full-time position, employers at Margetts Fund Management Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Margetts Fund Management Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
