Junior Account Handler

3 days ago


IN Vadodara A Building PIB Group Full time ₹ 2,00,000 - ₹ 4,00,000 per year

Job Purpose:
To provide client service support and assistance to the Account Handlers with their day-to-day tasks and account broking.
Maintain a high level of attention to detail and organizational skills, ensuring work is completed accurately and in a timely manner.
The Service Delivery team will be working alongside the Account Handlers to continuously develop and improve client outcomes and working processes.
Putting the client at the heart of everything you do, utilizing know your customer (KYC) and treating customers fairly (TCF) practices, handling tasks in line with compliance, FCA regulations and business policies and procedures.

Key Responsibilities :

Input new business, amendments, and renewals on Acturis to maintain accurate records, in accordance with operational procedures.
Produce supporting documentation to a high standard and within timescales.
Develop and maintain good relationships with colleagues, working as part of a team to deliver a professional service.
Provide a professional administration service to the account handling community to enable them to focus on client facing growth activities.
Adhere to Group policies, procedures, and all regulatory requirements.
Respond professionally, promptly and with precision to work request.



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