Responsibilities
Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
Answer the telephone and assist callers or those making varied inquiries by email with any basic requests for information, directing more complex matters to colleagues, as necessary.
Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility.
Maintain files and records.
Skills
Works at a basic level and typically under close supervision to:
Achieve thoroughness and accuracy when accomplishing a task
Receive, monitor and deal with all allocated customers
Understand and operate effectively in all client management systems
Express ideas, request actions, formulate plans, & policies by means of clear and effective verbal communications
