Join us as a Financial Services Administrator in our Client Operations TeamAbout the Team:Our Client Operations team enjoy working together collaboratively, as a talented and passionate group, focused on fantastic customer service.
We demonstrate our five core principles of Integrity, Working Together, Creative Customer Solutions, Commercial Ownership and Compliance in everything we do.We offer the opportunity for a broad career experience and value people who are inquisitive and rigorous and are driven to make a difference.About the role:Our Financial Services Administrators sit within Client Operations who are responsible for the Client Service and Administration services for Challenger Group.In providing these services we manage enquiries and transaction requests from investors and their financial planners or Executors and appointed legal parties for Deceased Estate Claims.
Our aim is to provide a consistently high level of customer service which exceeds the expectations of our clients while adhering to our goals of efficiency and accuracy.Typical responsibilities will include:Managing written and telephone enquiries and requests from Executors, Solicitors, Lawyers, Investors and Advisers.Maintaining accurate registry system records.Maintenance of client record requirements for follow up and ensuring appropriate documentation is received.Support the Client Service Team with client queries.Complete all registry system alterations, generate written correspondence, and complete all processing requirements relating client enquiries.
This includes follow-up action where appropriate.Ensure the integrity of data is kept high allowing client transactions to be processed accurately whilst adhering to the companies' service standards.Timely and accurate resolution of enquires - both internally and externally.Produce and send correspondence to clients within service standards.Participating in special projects as required.Make responsible decisions within limits of authority to resolve minor difficulties and devise solutions to unique problems.The skills you'll need:This is a fantastic opportunity for someone who has strong customer service or client service experience, which involves an aspect of administration and or/maintaining accurate records.Whilst financial services industry is advantageous, this is also an opportunity for those with a keen interest in financial services who are looking for an opportunity to enter the financial services realm.You'll also have:Excellent verbal and written communication skillsSound PC Literacy and the ability to work with multiple applications.Great attention to detail, you'll pride yourself on your accuracy.Strong customer focusAdditional information:Working at Challenger means being part of a diverse, connected team that has fun and loves what they do.
We're small enough, but big enough to accelerate bold ideas, realising what's possible for our customers and partners.At Challenger, we provide access to a range of exclusive employee benefits that will support you both personally and professionally and a hybrid work environment.
Visit our benefits page for more information.#LI-Challenger #LI-GS1 #LI-Hybrid
