Client Service Apprentice

Job Title: Client Service Apprentice
Team: Operations
Job Type: Apprenticeship
Location: Leeds

Please note that this role is an apprenticeship. Click here to apply >

The Role:

To provide full administrative support to the Operations department and in turn deliver a professional, compliant and effective client service with a high focus on quality and accuracy.

Key Responsibilities

The role encompasses all general administration duties to support the Operations team. Your key responsibilities will include:

  • Scanning, printing and filing. Ensuring all documents are kept up to date and reviewed when necessary.
  • Input information for new clients onto CURO. Ensure all the data is input correctly and kept up to date.
  • Maintain the CRM system (CURO) to ensure that Know Your Client (KYC) information for clients is entered fully and accurately.
  • Competently and professionally speak to clients and third parties over the phone to discuss their queries and signpost in the right direction.
  • Collate client meeting packs (both electronic and paper copies).
  • Generate letters of authority.
  • Request information and updates from providers.
  • Money laundering checks and ID checks for all clients.
  • Run smart search checks for clients.
  • Ensure that all tasks on CURO are completed in line with company policy and procedures.
  • On request from the Client Services Associate’s, provide assistance with workflow demands.
  • Support the FOH team when required, to help improve knowledge of the business and provide cover when needed e.g. distributing post and welcoming clients.

 

 

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