Financial Transaction Processing

Role Description To administer requests from customers and advisers on Self-Invested products, ensuring strong service levels and quality standards are maintained. Specific Role Responsibilities Completion of daily allocated work and tasks, ensuring annual average productivity levels agreed are delivered. Consistent achievement of agreed quality auditing standards and maintain process accreditation. Ownership of personal development to enhance skills and experience. All mandatory training courses taken and required pass mark achieved. Suggest possible areas for process improvement which would result in an enhanced customer experience and/or cost savings to the company.

This role would provide a range of strategic and tactical support to the Sales and Marketing Teams, ensuring their processes are aligned to enable our teams to be as efficient and effective as they can be. AccessPay have 2 new business Sales Teams, an SDR (Sales Development Reps) Team, an Account Management Team and a Marketing Team, each of which have differing operational support needs, - Direct Sales Team – Support the acquisition of net new customers.