**Responsibilities** • Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct. • Answer the telephone and assist callers or those making varied inquiries by email or mail with any basic requests for information, directing more complex matters to colleagues, as necessary. • Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility. • Maintain files and records. **Skills** • Works at a basic level to achieve thoroughness and accuracy when accomplishing a task. Typically works under close supervision. • Works at a basic level to receive, monitor and deal with all allocated customers. Typically works under close supervision. • Works at a basic level to understand and operate effectively all client management systems. Typically works under close supervision. • Works at a basic level to express ideas, request actions, formulate plans, & policies by means of clear and effective verbal communications. Typically works under close supervision.