Job Description

Financial Services concern with offices in Somerset West is seeking to employ a Customer Service Officer in their Client Operations department. The successful candidate will support a team to work efficiently and produce a high service level to clients during the initial on boarding process and subsequent repeat transactions.
The focus will be to support the processes and procedures to optimize workflow and standards to provide an excellent client experience. The post holder is required to positively influence the team with an aim to establish a multi skilled and cross trained team.
This position reports to the Team Leader, Client Operations
As the Customer Service Officer your role is critical in delivering a client focused operational service to our clients, distribution partners and service providers. You will have responsibility for operational tasks and supporting the team members with ad hoc service support requests from your colleagues. As a Customer Service Officer you will also exercise quality control over tasks and process to ensure adherence.
Key Duties and Responsibilities include:

• Deliver on Service standards as per established Service Model for the function
• Ensure adherence processes and address/raise issues that need attention
• Work proactively with other business functions and stakeholders
• Ensure fees in relation to the functions responsibilities are posted for services rendered in a timely manner and in line with processes
• Undertake and participate in relevant management of departmental meetings
• Periodically review work being undertaken to check for adherence to policy and procedures, check quality of work
• Ensure complaints, errors and omissions are dealt with as per company policy
• Daily monitoring of progress of assigned cases
• Dealing with assigned outstanding cases and follow up
• Ensuring relevant record keeping on systems used for processing or managing work are maintained and up to date across the function
• To assist and undertake case work as required in the function
• Contribute to staff training programmes
• You will take part and actively contribute to the weekly Team Meetings
• Please be advised that the Team Leader will be responsible for allocating workloads, with the support from the Senior Officer
• From time to time you may be required to perform other reasonable tasks within the scope of your role to support the business.

Requirements Include:

• Experience within the Financial Services Industry
• Keen interest in Trust or have strong transferrable skills
• A relevant professional qualification or a willingness to study towards one

Competencies include:

• Strong organisational and administrative skills
• Ability to work as part of a team and positively influence and contribute to the team
• Good communication skills over the phone, in person and comfortable using video technology to engage with clients and colleagues
• Ability to work with confidential and sensitive data
• Good time management
• Ability to work under pressure and multi-task
• Experience of working in and maintain good client relationships and delivering good service
• High level of commitment and positive attitude
• Exercise the highest ethical and safety standards when conducting your work, particularly where other people are involved
• Be energetic in your approach to performing a service to the Company
• Be attentive to detail and work methodically and accurately
• Exercise the utmost good faith towards the Company both in carrying out your duties and in all of your dealings with the Company and its clients and/or its suppliers
• Possess excellent communication skills
• Present yourself professionally to fellow employees and clients of the Company
• Use your initiative
• Be able to work independently as well as part of a team.
• A willing and flexible attitude to working hours to support team and business needs, as required

Key Performance Indicators:

• Service delivery on operational tasks - measured by meeting agreed service standards and any relevant feedback (may include satisfaction surveys) from clients/IFAs/Company team.

Skills Required