Our vacancies

Search Jobs  

Customer Service Executive

Please Note: The application deadline for this job has now passed.

Job Introduction

Working within the Administration Centre, you will provide good customer service by accurately processing and authorising a variety of customer transactions, including complex and non standard transactions.  This will be processed within agreed service levels and approved financial authority levels where appropriate.

Role Responsibility


Key Responsibilities within the role:

•    Processing transactions to agreed service levels, quality standards and where relevant within agreed financial authority limits.
•    Handling complaints in line with area guidelines.
•    Processing non standard or complex transactions/calculations, including manual processing where required, ensuring that TCF principles are upheld.
•    Contact customers by telephone, fax, e-mail or letter to resolve queries/obtain information.
•    Deal with customer data ethically and in accordance with FSA requirements.
•    Checks the work of others where appropriate to ensure that standards of accuracy, clarity and financial integrity are maintained, and that TCF principles are upheld.
•    Provides informal guidance and/or training for colleagues as required.
•    Completes independent quality and accuracy checking of work.
•    Supports and takes an active role in service improvement/process improvement initiatives or projects as required.
•    Assists management team where appropriate.
•    Keeps own knowledge of processes, products and appropriate regulation up to date.
•    Achieves agreed performance levels
•    Implements and maintains personal development plan, and is proactive in own self development.
•    Completes performance management documentation in line with agreed timescales.
•    Displays key behaviours at appropriate level.
•    Understands and adheres to IFDS Policy and all relevant regulatory policy.
•    Ensures all payments are dealt with in line with IFDS delegated authority requirements.  


The Ideal Candidate

•    Good communication and mathematical reasoning skills (5 GCSE’s or equivalent)
•    Good understanding of all relevant legislation e.g. Data Protection Act, Money Laundering requirements
•    Good understanding of relevant products and systems, including PC skills
•    In depth understanding of relevant processes
•    Relevant professional qualifications
•    Understanding and application of agreed authority limits

•    Good customer focus and complaint handling skills
•    Good keyboard skills, and familiar with microsoft word and excel.
•    Good call  handling skills
•    Good orginisation and time management skills to prioritise workloads.
•    Good analytical, problem solving and decision making skills
•    Coaching, training and feedback skills

•    5 GCSE’s or equivalent
•    ICS desirable
•    CF1/FA1/FA2 desirable
•    Education to Higher level or equivalent desirable 

•    Previous experience of financial services or a customer service environment is desirable

Pre-employment Screen

All offers of employment at IFDS are subject to a pre-employment screen, including 5 year employment history, proof of eligibility to work in the UK, proof of address, credit check and criminal record check.

Package Description

• Reference salary based on experience and in line with the salary progression scheme 
• 20 Days holiday (increasing by 1 day for every year’s service up to a maximum of 25 days) 
• 6% non-contributory pension scheme 
• Life Assurance (4 x salary) 
• Single person healthcare 
• flex benefits scheme


About the Company

International Financial Data Services (IFDS) is the leading supplier of third-party administration and IT services to European investment clients and their customers. Part of a global group and a joint venture between State Street Corporation and DST Systems, our business has grown ten-fold since inception in 1995 and continues with rapid growth today! We currently offer state of the art solutions across funds, retirement & insurance and investment platforms. We employ over 3000 staff across the UK, Ireland, Luxembourg, Thailand and India. 


This website is using cookies to improve your browsing experience. If you navigate to another page without changing the settings below you consent to this. Read more about cookies.