Investor Services Administrator
Edinburgh/ Hybrid
Up to £13.50 per hour
12 Month Contract – Likely extensions
Our client HSBC are currently seeking an Investor Services Administrator to join their team working from their offices in Edinburgh with some travel and overnight stays to London required, this contract will be for 12 months with the possibility of being permanent.
Role Purpose
The role is working within the Investor Services Contact Centre predominately dealing with inbound telephone enquires with focus on managing and servicing calls from Investors. The calls will cover retail and institutional investors. Whilst on the phone you will be the primary focus and will be a cross into other dears within the contact centre.
The role will require you to support multiple Asset manager on a range of products such as OEICS, Unit Trusts, ISAs, Investment Trusts.
Knowledge and Experience / Qualifications
- Relevant experience in a contact center team dealing with phone, email and written contact with customers is essential
- Previous experience in Investor/Shareholder Services/Transfer Agency or UK Funds industry is desirable.
- Excellent verbal and written communication is essential.
- Demonstrated ability to work under pressure and deadline is essential.
- Relevant experience in the financial services industry is desirable.
- Strong business sense and awareness of the key risk areas of the business.
- Practical experience of process reviews and re-engineering required.
- Strong inter-personal and decision making skills and the ability and vision to drive teams forward and lead from the front.
- Service oriented and customer focused.
- Ability to ensure deadlines, controls and procedures are adhered to.
- Ability to analyse issues, and organize and proactively contribute to the team
- Working knowledge of Microsoft Word and Excel
- Strong attention to detail.
- Flexible and adaptable.
- Ongoing membership and continued professional development is a core requirement of the role including commitment to CPD and ongoing learning (this will likely require membership of an appropriate professional body and continuing development to maintain membership)
Please also see below link to our HSBC Career hub:
https://jobs.elevatedirect.com/tapfin-hsbc/index.html