Customer Service & Operations Associate Reconciliation & Investigations

Natwest Group is hiring for the role of Customer Service & Operations Associate Reconciliation & Investigations!

Responsibilities of the Candidate:

• Serve as the first point of contact to provide outstanding service to customers.
• Address customer queries through to completion, ensuring their financial arrangements are met.
• Educate customers on various banking options, helping them choose services tailored to their needs.
• Support the financial planning business by producing accurate management information and accounts.
• Handle the administration and reconciliation of sales figures for all deposit trackers and manage their maturity process, including reporting and communication with relevant departments.
• Process early encashment and deceased cases accurately and promptly.
• Ensure all client letters align with the terms and conditions of tracker bonds and relevant guidelines.
• Address tracker bond-related requests within internal and regulatory frameworks.

Requirements:

• Experience working in the financial services industry.
• Strong planning, organizational, and teamwork skills, with the ability to meet deadlines.
• Experience providing dedicated support to a regulated sales team.
• Strong numerical and problem-solving skills with attention to detail.
• Proficiency in Microsoft Office, particularly Excel.
• Understanding of regulatory requirements, compliance, and relevant financial products.
• Knowledge of key regulations such as data protection, money laundering, and financial services authority guidelines.
• In-depth understanding of the financial services product range.