Offer summary
Qualifications:
Hard-working professional, Attention to detail.Key responsabilities:
- Optimize service excellence
- Resolve client queries
- Coordinate compliance with policies
- Assist with client onboarding
Our International Payments Account Management team are looking for a bright, motivated desk assistant to support with all admin, data and compliance tasks which facilitates everyday transactions on a busy FX and risk management desk.
This role will give the hands-on experience and real-world learning into what working with customers and processes, discipline and everyday compliance that surrounds the UK's leading payments business regulated by the FCA.
It involves working with many Private clients and HNWI and assisting with all forms of payment needs and international transfers to send and repatriate funds all over the world.
Your role will develop to be a key support for the Head of Desk and the account management team in providing timely and expert service our private customers, with speed, skill and confidence.
We are Caxton Payments and we are shaping the future of payments by making moving money a pleasure. We are a Fintech with world class technology blended with 5* customer service. Our people are at the heart of what we do. You will join a community which engages with all members of staff including the directors and CEO thanks to our open plan office and our remote working collaboration.
Caxton was born in 2002, an ambitious start-up with one mission: to make payments simple and transparent. We wanted to make it easier, smarter and cheaper for people to send and spend money across the globe and we've stayed true to our word. With millions of pounds' worth of safe and secure trades, CXTN, our world-class platform and team helps hundreds of thousands of clients save millions of pounds every year and make their lives easier.
Responsibilities
Assist account managers and clients to optimize procedures and service excellence.
● Create and update client payment details/records ensuring accuracy and validity of information
● Schedule and plan client meetings and appointments for Head of Desk
● Resolve client queries and respond to requests or issues
● Create reports and analysis data to support the team in delivering revenue
● Coordinate with other departments to ensure compliance with established policies
● Build trusting relationships with customers and colleagues
● Perform additional admin duties when needed
● Ascertain customers' needs and wants and ensure high levels of customer satisfaction through excellent sales service
● Welcome and greet customers when they contact the company
● Keep up to date with product information
● Accurately describe product features and benefits
● Follow all companies' policies and procedures
● Conduct KYC (know your client) reviews and work with the compliance teams on all matters relating to client onboarding and ongoing reviews
Requirements
You will be a hard-working professional able to undertake a variety of office support tasks and work diligently under pressure.
You will be comfortable working with a high degree of attention to detail and discretion as well as incorporating new and effective ways to achieve better results.
Your goal will be to provide high class customer service and to increase company's growth and revenue by supporting timely and informed client interactions and trading activities.
Could lead to a permanent role in the company for the right individual.
Benefits
Office Culture & Environment
Go Premium: Access the World's Largest Selection of Remote Jobs!