A global wealth management organisation is seeking an Associate to join the Policy Servicing team.
- Review of servicing logs to mitigate potential issues / events
- Servicing status Regional office and management reporting
- Reconciliation monitoring and investigation, ensuring premium allocation is conducted promptly as necessary
- Servicing investigation and resolution / communication
- Improvement suggestions and support / delivery of change deliverables as required
- Maintain relationships with all parties and leadership, team building and team self-development awareness
- Procedure and process mapping creation, updates and monitoring
The desirable candidate will have 3 to 5 years' experience in a customer focussed operational environment within the financial services sector, have experience of directing/mentoring other staff and working in a team environment and ideally have investigations and reconciliations clearance experience an advantage.