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Generalist mid-level operations role at a known employer, moderate applicant density.
High because role requires financial-services domain knowledge, CASS/regulatory and UK mutual funds familiarity.
Medium due to explicit 2+ years requirement, UK funds preference, and language/regulatory filters.
Accurately process and authorize a variety of customer transactions, including complex and nonstandard ones, within agreed service levels and financial authority limits.
Provide real-time client support via inbound/outbound calls and web chat, resolving issues and offering guidance.
Ensure compliance with regulatory requirements such as Data Protection, Financial Crime Prevention, and CASS regulations.
Minimum 2+ years of experience in a contact centre role, preferably within UK Mutual Funds Financial Services.
Proficiency in English (UK), both spoken and written, mandatory for communication with UK colleagues and clients.
Good keyboard skills and familiarity with Microsoft Word and Excel.
Work Experience Required: Minimum 2+ years in relevant contact centre financial services environment.
Experienced in UK Mutual Funds or similar Financial Services environment, indicating domain expertise.
Ability to work accurately under service level agreements with attention to regulatory compliance.
Comfortable providing client support through multiple channels and escalating issues appropriately.