Customer Operations Representative
Telford, England, United Kingdom
• Proactively engaging with clients via phone, email, and web chat to address inquiries, resolve issues, and ensure a positive customer experience.• Assisting clients with inquiries related to pension, investment and insurance products, providing clear and accurate information.• Maintaining confidentiality and upholding information security standards in handling sensitive customer data, ensuring compliance with financial regulations and organisational policies.• Collaborating with team members through SharePoint, sharing documents and participating in discussions to support project goals.• Using my analytical skills to solve complex customer queries, leading to improved customer satisfaction.• Implemented data protection and privacy measures within the CRM system, ensuring compliance with regulatory standards such as GDPR.• Providing top-notch customer service by combining administrative expertise with a commitment to regulatory compliance.• Proficient in managing Microsoft 365 environments, including Exchange Online, SharePoint Online, Teams, and OneDrive for Business.• Collaborating with the compliance team to implement financial regulatory conduct standards, contributing to a secure and compliant working environment.• Ensuring compliance with the Data Protection Act and GDPR in all administrative processes, safeguarding customer information and privacy.• Utilising Microsoft Office Suite to draft and format letters, presentations, and reports, enhancing communication efficiency within the team.• Maintaining accurate and up-to-date customer records, ensuring compliance with regulatory requirements.• Proficiently navigating the office's systems and software to access customer information and process transactions.• Ensuring all customer interactions and processes comply with relevant financial regulations and industry standards.• Building strong relationships with customers to enhance loyalty and satisfaction.