Client Services Administration is an integral area of the company and works alongside other operational teams. It is made up of the following teams – Pensions & Estates, Servicing, Payments, Transfers In, Transfers Out, Transfer Oversight. Each team process high volumes of instructions received, ensuring all work is completed right first time, every time. Excellent customer service is always expected to ensure that we provide value to our clients. […]
Ensure that the Treating Customers Fairly (‘TCF’) principles are adhered to, including raising any areas of concern with either Line Manager or Compliance
Manage...