Business Support Officer

SUMMARY:
An exciting opportunity has become available within a top International Financial Services Company, who is seeking a Business Support Officer to join their team.

POSITION INFO:

Key Duties and Responsibilities

• Client orientated with a strong sense of what service entails
• Financial services background is an advantage but not a requirement
• A minimum of 2 years’ experience in client relations or sales support role
• A tertiary qualification or relevant client services qualification is advantageous but not a requirement
• Demonstrable communication skills both written and over the phone
• Complete a range of administrative duties i.e. monitoring mail boxes and responding appropriately and timely/maintaining spreadsheets/preparing documentation and distributing.
• Generating sales reports via Salesforce
• Supporting incoming and outgoing mails / calls as required
• Updating client information where required i.e. beneficiaries, contact details etc.
• Understanding the products, sales information, AML, supporting IFA’s
• Obtaining valuations from 3rd parties
• Undertaking the complaint and compliment queries. Record, manage and escalate 
• Responsible for actioning Terms of Business and ensuring the standard procedure has taken place
• Responsible for processing / actioning change of adviser forms, Pension transfers, investment switches and appointment of DFM
• Provide a high quality administrative support service as required 
• Undertaking housekeeping of electronic data 

NB! This job is now closed. You can apply for other jobs by uploading your CV.