Key Responsibilities:

• Taking initial client instructions to be passed to the Case Handler. 
• Generating client care packs tailored to client’s individual needs. 
• Opening new client files. 
• Obtaining client ID & source of funds information. 
• Use of Case Management Systems, Microsoft Word and Excel. 
• Undertaking feedback and follow up phone calls to ensure that service levels are being maintained and the customer is satisfied. 
• Photocopying/ scanning of documents. 
• Data entry in electronic portals during the client introduction process. 
• Taking initial client instructions and documentation to be passed to the Case Handler. 
• Arranging client meetings to take initial instructions. 
• Understanding GDPR requirements for dealing with client’s personal information. 
• Working to department targets and KPI’s. 
• Assisting clients with answering questions and guiding them where necessary on how to complete documents. 

Qualifications and Skills:

•  Excellent administration skills 
• Attention to detail 
• Self-motivated and enthusiastic 
• Customer focused- high levels of customer service. 
• Strong verbal and written communication skills. 
• Ability to work well independently and as part of a team