Customer Service Administrator
Posted 1 day ago by Margetts
Negotiable
Undetermined
Undetermined
Birmingham, England, United Kingdom
Summary: This role is for a Customer Service Administrator on an initial 6-month fixed-term contract, with the potential for permanent placement. The position involves responding to customer queries and performing anti-money laundering checks as part of a dedicated team. The ideal candidate will possess strong communication skills and experience in financial services, along with a professional demeanor. The role is based in Birmingham, England, within a financial services company managing a significant portfolio of regulated retail funds.
Key Responsibilities:
- Responding to queries via email, post, and telephone.
- Completing anti-money laundering checks as part of customer due diligence.
- Conducting internal and external fraud controls.
- Performing office administration tasks, including scanning documents.
Key Skills:
- Excellent communication skills (both verbal and written).
- Financial services experience (desired).
- Professional attitude and appearance.
- Computer literate; proficient in Excel, Word, and Outlook.
- Highly organized with efficient time management and prioritization skills.
Salary (Rate): undetermined
City: Birmingham
Country: United Kingdom
Working Arrangements: undetermined
IR35 Status: undetermined
Seniority Level: undetermined
Industry: Finance
The Role
This is an initial 6 month fixed term contract with the likelihood of the role turning permanent. 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. Office administration, including scanning documents.
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 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 £11.5Bn. 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 approximately 80 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.