Job Details

The Customer Assessment Team is responsible for completing a customer risk assessment following a transaction classified as a trigger, this could include a withdrawal request, change in customer details or investing additional funds into the business.

The main purpose of the team is to drive the right outcomes for our customer, increase efficiencies whilst reducing start to end processing times, creating a better experience for both clients and advisers.

The team support the operational teams to ensure that customers are assessed, and all regulatory requirements have been met.

An eye for detail is important, and the ability to provide a high quality service to the operational teams is paramount

Key Responsibilities

Technical

• Drive daily work by monitoring and supporting day to day workflow processing ensuring any client and business partner technical queries are dealt with in a timely manner.
• Completing assigned tasks required for successful and efficient processing of Customer Risk Assessments.
• Facilitating technical training and, where appropriate, the sharing of knowledge
• Support TL/Manager with projects from a technical perspective
• Testing on system enhancements and effecting change as required.
• Completing problem solving activities and, where appropriate, making recommendations for action completion.
• Interpret customer needs, assess requirements, and identify solutions to requests; identify disagreement and brings resolution seeking to integrate the needs of all.

Process Management

• Supporting any business projects and initiatives as required.
• Support/Complete quality checking, provide timely feedback and coach other members of the team.
• Support TL with driving continuous improvement and change within the team ensuring a positive atmosphere is maintained.

Self-Management

• At all times behave in a manner which supports a culture of high performance, empowerment, accountability, and professionalism
• To be responsible and accountable for your own personal developments i.e. to prepare and actively operate personal training and development plans.
• Broaden knowledge within own team but also across business functions, to support with more technical queries, quality sampling and training

Teamwork

• Promote teamwork while provided timely feedback and supporting with coaching others.
• Acts as a resource for colleagues with less experience.

• Good communication and interpersonal skills.
• Good understanding of anti-money
• Ability to work both individually and as part of a team.
• Ability to make decisions within set guidelines and policies.
• Ability to manage own time to meet tight deadlines and develop plans for short-term work activities within own area.
• Respond positively to change, adapt job role accordingly and help others to see the benefits.
• Proactively solve problems and provide a new perspective on existing solutions while considering impacts.
• Applies knowledge and skills to a wide range of situations.
• Has an awareness of the market and industry.
• Evidentially PC literate, in particular MS Office products