Investment Onboarding Officer

Customer Care Officer - Southport

Fantastic opportunity to join a leading investment firm based in Southport, Merseyside as a Customer Care Officer. Due to phenomenal growth the team is expanding across several key departments, and we are hoping to speak to talented and ambitious people with a strong business administration and management background. If you are looking for a secure business where excellent performance and results are recognized, then please read on.
On offer is a competitive salary of up to £25,000 depending upon experience, 5 Weeks Holiday + Bank Holidays, Pension, Staff Benefits and a fantastic office environment. Career progression readily available for those who want it, or stability and job security from working for a 1st class business.
As well as possessing strong planning and organizational skills in an office environment, we are looking for people who embody a “Customer Centric” approach in all aspects of their work. Whether this is through written communication, phone calls or video meetings, customer service is at the heart of the business, and you must be able to demonstrate the same attitude.
This is an exciting and varied role, liaising with a range of UK and Global Stakeholders and professional service providers, to ensure AML and Due Diligence checks are completed in a timely and accurate manner. There is a best in class CRM which makes life easier, but you would be the crucial contact for all parties and be able to use your personable approach to make things happen.
Full Training will be provided in a thorough induction, as this business has an impressive portfolio of Investment Options unrivalled in the UK – and this role would suit people who enjoy learning new things and being able to work to deadlines and finishing tasks accurately.
If you are working in a similar, office or call centre based role and keen to move your career forward, please email an up to date CV with your work history and qualifications – outlining your business administration and customer service experience.