Platform User Support Operative – 6 month FTC

Job description

Purpose of role Ascot Lloyd, a leading UK wealth management firm, is seeking a highly motivated and detail-orientated individual to join our dynamic Platform Operations Team as a Phone and Freshdesk Ticketing System Operative. The role will also encompass transfer chasing activity to facilitate the on-boarding of new platform assets. A successful candidate will have effective communication skills and ensuring timely resolution and maintaining a high level of customer satisfaction. This position requires a proactive individual who is dedicated to staying informed about the Ascot Lloyd investment platform and related processes within the organisation. Key Responsibilities: Incoming Call Management: - Answer and manage incoming calls related to the Ascot Lloyd Platform - Provide excellent customer service by addressing inquiries, resolving issues and guiding users effectively. Freshdesk Ticketing System: - Effectively handle tickets created through the Freshdesk system, adhering to SLAs for resolution. - Categorise and prioritise tickets based on urgency and importance. - Work collaboratively with other team members to ensure a cohesive and streamlined ticket resolution process. Trans...