Overview

Ascot Lloyd, a leading UK wealth management firm, is seeking a highly motivated and detail-oriented 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 onboarding of new platform assets. A successful candidate will have effective communication skills, 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 organization.

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 han...