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Equiniti

Global financial administration and technology provider

Customer Resolution Adviser

Customer SupportPosted on Nov 12
Full-timeBirmingham, UKNo salary listedIn-person

About the Job

Requirements

  • Knowledge of financial products and a thorough understanding of Financial Conduct Authority and Financial Ombudsman Service requirements.
  • Strong Microsoft Office skills.
  • Ability to prioritise workload and work to challenging deadlines.
  • Strong customer service orientation, empathy, and problem-solving skills.
  • Ability to take accountability for workload, prioritise with pace and flexibility, meet targets, and see cases through to resolution.
  • Accuracy and strong attention to detail.
  • Strong interpersonal and influencing skills, including understanding differing perspectives.
  • Tenacity and assertiveness to escalate issues appropriately and achieve a timely response or agreed outcome.
  • Ability to work within strict procedural and regulatory guidelines.

Responsibilities

  • Investigate and resolve customer complaints received through multiple channels.
  • Use prescribed guidelines or policies to analyse and resolve problems and reach fair outcomes for customers.
  • Liaise with operational areas and third parties to resolve complaints, including direct contact with clients, customers, and professional bodies to discuss issues and achieve resolution.
  • Work with complex products and operational areas and propose process improvements.
  • Maintain accurate complaint data for reporting to the business, professional bodies, and regulators.
  • Investigate complaints to establish root causes, identify potential breaches, and report findings to the business and regulators.
  • Meet individual customer needs and communicate through their preferred method, including telephone, email, or letter; regularly update them on complaint progress and resolve complaints efficiently while adhering to Financial Conduct Authority principles and company operating practices.
  • Where possible, resolve complaints within three days after receipt and drive improvements that address root causes and prevent repeat complaints.

Desired Qualifications

  • Experience handling customer enquiries across a wide range of products and systems is preferred.

About the Company

Equiniti

Global financial administration and technology provider

Equiniti provides financial administration and technology services for businesses, handling shareholder records, pensions, employee share plans, and digital solutions for regulated industries. It processes and securely maintains data on shareholders, pensions, and regulated transactions, delivering inputs, records, and reporting through integrated software and outsourcing. The company differentiates itself with its scale, end-to-end services across multiple financial administration functions, and global reach, now aligned with AST to form a global leader in shareholder and regulatory technology. Its goal is to help organizations efficiently manage ownership records, employee incentive programs, pensions, and regulatory requirements at scale, reducing administrative overhead and improving governance and compliance.

Company size
1,001-5,000
Company stage
IPO
Headquarters
London, United Kingdom
Founded
1956

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