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Client Support Associate at The Private Office (TPO) | JobVerse
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Client Support Associate
The Private Office (TPO)
Website
LinkedIn
Client Support Associate
United Kingdom
Full Time
4 hours ago
No H1B
Apply Now
Key skills
Communication
About this role
Role Overview
Maintain the accuracy of client data held on Curo
Manage all allocated tasks in a timely, compliant manner
Contact and liaise with relevant product providers/third parties to obtain accurate policy information
Handle all client disengagement requests in a timely, compliant and efficient manner
Undertake whole of market research for both standard and enhanced annuity comparisons
Preparation and collation of policy information forms
Complete project related activities or general tasks as instructed
Requirements
Ideally some experience within financial service but not essential
Excellent Administrator with great attention to detail
Good level of Excel
Proficient IT skills in core Microsoft Office systems
Organisation and prioritisation skills
Excellent verbal and written communication skills with an eye for detail
Professional telephone manner
Benefits
Company discretionary bonus scheme
Full time hours (35 per week)
24 holidays (increasing to 26)
2 additional days paid Christmas shut down period
Private Healthcare*
Group Income Protection
Life Assurance
Eye Care Scheme
Wellbeing programme
Bike to Work Scheme
Full support with professional qualifications
Apply Now
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