**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 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 and typically under close supervision to: + Achieve thoroughness and accuracy when accomplishing a task + Receive, monitor and deal with all allocated customers + Understand and operate effectively in all client management systems + Express ideas, request actions, formulate plans, & policies by means of clear and effective verbal communications