Senior Customer Administrator

at  UTMOST WEALTH SOLUTIONS

KEY TASKS

Responding to client requests in a timely and professional manner

Responsibilities

• Responding to client requests in a timely and professional manner
• Triage emails and assigning them to the correct team within agreed SLA
• Ensure processing of own tasks within agreed SLA
• Meet personal/client service team targets on call handling SLA
• Proactive and reactive contact with customers and advisers, plus any other relevant parties via telephone, letter or email to ensure work is processed efficiently and correctly
• Go the extra mile to engage customers
• Work closely with other departments to help them better understand clients’ needs
• Ensure adherence to policies and procedures across the various products and business lines.
• Embrace a risk aware mind-set and ensure any issues / risks are identified and brought to management attention in a timely manner
• Portray a mind-set of continuous improvement and innovative thinking
• Bring ideas and improvements to the table and operate a can-do attitude
• Complete all tasks in a manner cognisant of the following measures: End to end timelines, First point resolution, Removal of waste, Customer effort
• Use initiative for problem solving and identification of improvement measures
• Identify opportunities to enhance customer experience
• Support the roll out of strategic projects and initiatives as require