Customer Service & Operations Associate

Our people work differently depending on their jobs and needs. From hybrid working to flexible hours , we have plenty of options that help our people to thrive.

This role is based in India and as such all normal working days must be carried out in India.

Join us as a Customer Service & Operations Associate
• In this customer centric role, we’ll look to you as the first point of contact to provide outstanding service to our customers
• Joining our Reconciliation & Investigations team, you’ll be helping the bank to achieve its goals by dealing with all customer queries through to completion
• Hone your organisational and problem-solving skills, in an environment where we’re dedicated to your professional development
• We're offering this role at associate level

What you'll do

As a Customer Service & Operations Associate in Reconciliation & Investigations, you’ll be providing a proactive service to make sure our customers meet all of their financial arrangements. You’ll educate them in the different ways they can bank with us, supporting them in choosing the right service options for their personal needs. In addition, we’ll look to you to support the financial planning business through the production of accurate management information and accounts.

You’ll also be:
• Taking responsibility for the administration and reconciliation of sales figures for all deposit trackers and for the maturity process of deposit trackers, including all reporting and communication to the relevant departments
• Making sure that early encashment and deceased cases are processed accurately
• Making sure that all client letters are issued with relevant guidelines and in-line with the terms and conditions of the tracker bonds
• Dealing with requests relating to tracker bonds and making sure that these are completed in a timely manner and within internal and regulatory guidelines

The skills you'll need

To be successful in this role, you’ll need experience of working in the financial services industry, coupled with good planning and organisational skills and the ability to deliver to deadlines. We’ll also expect you to have the ability to work well as part of a team.

You’ll also need:
• Experience in providing a dedicated support to a regulated sales team
• Good numerical skills, excellent problem-solving skills and the ability to maintain high levels of attention to detail
• Good knowledge of Microsoft Office, especially Excel
• An understanding of regulatory requirements and procedures, and technical knowledge of relevant products
• Knowledge of regulation and compliance, such as data protection, money laundering and financial services authority regulations
• Detailed knowledge of the financial services product range

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