Julie Stevens Email & Phone Number

Gosport, Gb

Gosport, Gb

Whiteley, England, United Kingdom

Whiteley, Hampshire, United Kingdom

Whiteley, Hants

Providing oversight to the New Business administrators with regards to on boarding of Investments and ISA transfers. Taking responsibility for resolving referred technical and/or regulatory queries on a day-to-day basis ensuring queries are escalated if required. Providing a high quality customer service, ensuring work is completed in accordance with internal, external, legislative and regulatory procedures, company policy and service level agreements in Wealth & Insurance Business Services UK. Contributing to the continuous improvement of the business by providing appropriate technical expertise/guidance to internal/external customers and third parties as required.

Whiteley, Hampshire, United Kingdom

Providing first time resolution to customers regarding enquiries and complex technical queries on investment and life insurance products, including complaint resolution and escalation at first point of contact. Identifying opportunities to assist customers with their needs while also promoting products and services. Recognizing opportunities to improve processes and procedure and progress to implementation. Support Branch Network and IFA’s with queries on customer’s applications and/or current investment and protection products.

Responsible for a portfolio of up to 60 properties including managing the building, maintaining the safety and security and inventory recording. Inspecting properties for maintenance issues and reporting as required to ensure high standards are met and chase up outstanding repairs to resolution. Issuing and receiving keys, maintaining records and taking payment for lost or damaged keys. Urgent response to incidents or issues raised by customers and resolving where possible. Assisting students with welfare issues and signposting them to the appropriate services. Process financial transactions and issue receipts. Undertake the role of fire officer which includes the weekly fire activation testing and monthly fire safety inspections and reports.