Client Transfers Administrator

An excellent opportunity is available with a global financial technology business within one of their outsourcing service providers based in Birmingham City Centre. They have been servicing the financial services industry for 20 years and are seeking a Client Transfers Administrator. You will have the opportunity to work on challenging and relevant issues in financial services and technology. The business operate an agile working policy.

Key Responsibilities:

• Performs tasks to ensure compliance with work group and client-specific procedures.
• Performs customer and account maintenance per reports, client work flow solution, postal mail or by direct instruction from immediate supervisor.
• Directs all work requests from sources outside the department to immediate supervisor for consideration and approval.
• Answers incoming telephone calls and direct calls.
• Escalates unresolved issues according to the work group’s escalation guidelines.
• Assists in tracking, compiling and completing reports as assigned.
• May mentor and guide junior Account Services Specialists
• Maintains up-to-date procedure manuals and writes drafts for changes to procedures.
• May research and resolve internal and external customer-submitted and client-submitted account questions or problems outside normal daily procedures.

The transfer administrator will have knowledge of banking principles, operations, and processes with strong PC skills. You will also have good verbal and written communication skills and effective analytical, problem solving, team and time management skills.

The company offers a competitive salary with benefits including medical cover, dental cover and travel insurance. They also provide a range of professional and personal development possibilities.

This is an excellent opportunity with a company that focuses on empowering employees. The successful Client Transfer Administrator will be part of a team that is collaborative, entrepreneurial and passionate. For more information on this role or others please contact Kayte Short on: 01212 602564 Kayte.short@robertwalters.com