Customer Service Associate - Financial Services in Edinburgh

Position Type :

Full time

Type Of Hire :

Experienced (relevant combo of work and education)

Education Desired :

No Degree

Travel Percentage :

0%

Are you curious, motivated, and forward-thinking?

At FIS you’ll have the opportunity to work on some of the most challenging and relevant issues in financial services and technology.

Our talented people empower us, and we believe in being part of a team that is open, collaborative, entrepreneurial, passionate and above all fun.

About the team

Client Delivery UK support UK and Nordic clients who invest in UK domiciled OEIC and Luxembourg domiciled SICAV fund ranges. 

They are the client face of our business, servicing client enquiries received by phone, email or other written correspondence. 

Most activities will relate to retail and corporate customer servicing, transaction processing, record keeping, shareholder reporting and you’ll also assist in resolving complex enquiries from business partners.

You may also be involved in projects and initiatives to improve the customer experience.  

What you will be doing

• Answer all customer enquiries received via telephone, fax, email, or post and determine the customer concerns/problems and help to resolve any issues, liaising with other departments as required.

• Learn the client register systems to service these clients effectively.

• Verify customer requests to ensure information is correct and in good order and take appropriate action to ensure these requests can be carried out through to completion.

• Understand AML and KYC requirements for new and existing clients. Be able to detect and assess potential signs of fraudulent and/or suspicious activity and escalate and report these as required.

• Participate in business process improvement activities to Identify customer's current and future needs to streamline current service offerings and proactively enhance the customer experience.

• Keep up to date on client products, market conditions and regulatory requirements, to ensure that you can operate effectively and make suggestions that are in the best interest of the customer, funds, and enterprise.

What you bring:

• Experience of working in Asset Management working with UK Investment products, , OEICs. Knowledge of Offshore SICAV products would be a bonus.

• Strong customer service experience

• Strong verbal and written communication skills with a high attention to detail.

• Ability to work independently and within a team in a fast-paced environment and meet agreed turnaround times,

• Good organisational skills and an ability to perform under pressure whilst maintaining high standards.

What we offer you

• Attractive benefits including private medical cover, dental cover, and travel insurance

• A multifaceted job with a high degree of responsibility and a broad spectrum of opportunities

• A modern, international work environment and a dedicated and motivated team

Privacy Statement

FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients.

For specific information on how FIS protects personal information online, please see the .

Sourcing Model

Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies.

FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.

#pridepass