Investor Services Analyst - VR/15716

Unfortunately this position is no longer available. Please use our job search function to find an alternative.
Status: Permanent
Location: Aberdeen
Rate: £Commensurate with experience

Our client, a financial services and investment management company are looking for an Investor Services Analyst to join them on a permanent basis.

Key Duties:

  • Handling escalated telephone and written enquiries.
  • Dealing with queries received into group e-mail databases.
  • Handling escalated calls from nominees, shareholders, Financial Advisors, Aberdeen colleagues and other enquirers.
  • Assisting with statement checking.
  • Efficiently processing work to meet customer expectations at reasonable cost.
  • Providing the highest level of customer service within agreed service standards.
  • Customer Service TPA - Demonstrating a commitment in assisting the company’s TPAs to achieve the same by providing thorough responses to requests for assistance whilst demonstrating a helpful and positive attitude.
  • Challenging IFDS as part of monitoring oversight.
  • Monitoring - Quality monitoring of TPA AML, call centres, written enquiries registration, dealing.
  • Contributing to the success of departmental Compliance and Internal audit checks and monitoring reviews (i.e. with no or, minimal findings and issues raised).
  • Being aware of (and avoiding) the potential causes of Compliance breaches.

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