Interest and Claims Specialist

Were currently looking to hire an Interest and Claims Specialist to join L&G Asset Management.

As Interest and Claims specialist youll complete all Interest Claim and Overdraft duties including CSDR penalty fees and delivering work of high quality and accuracy daily. Provide support to the wider team by ensuring queries are dealt with in a timely manner

What youll be doing:

• Completing Overdraft and Interest Claim tasks on a daily basis and monitoring of overdrafts related charges and interest claims issued by custodians and brokers; investigation of root cause; proactive management to ensure timely resolution
• Monitoring of CSDR Penalty Fees in relation to failed trades to establish route cause & liability
• Maintenance of an interest claims database ensuring accurate records are kept and commentary is updated at all times.
• Ensuring adherence to relevant guidelines and regulations e.g. ISITC CSDR CASS.
• Production of MI and other relevant reporting
• Manage tasks from beginning to end investigating and resolving any problems and reporting any inconsistencies as appropriate
• Review processes to identify potential improvements ensuring a controlled environment and reduction of errors
• End to end understanding of teams tasks and how they relate to and impact all processes ensuring standard ways of working are applied consistently
• Working collaboratively within the team ensure the teams goals are achieved daily adhering to strict deadlines and delivering work to the highest standard. Youll demonste flexibility and adaptability delivering excellent client service. Providing cover for other team members in relation Reconciliation

Qualifications :

Who were looking for:

• Technical investment knowledge/experience relevant to role
• Familiar with a Outsource provider Operating Model
• Experience of challenging working practices and adaptability to change
• Service commitment delivery and continuous improvement
• Evidence of effective working relationships with stakeholders
• Ability to understand issues and assist with finding innovative solutions to problems
• Understanding of relevant guidelines and regulations
• Good communication skills both verbally and written with strong analytical skills

Whatever your role we reward performance and behaviour with a package that looks after all the things that are important to you. Here are some of the benefits we offer:

• The opportunity to participate in our annual performance -related bonus plan and valuable share schemes
• Generous pension contribution
• Life assurance
• Healthcare Plan (permanent employees only)
• At least 25 days holiday plus public holidays 26 days after 2 years service. Theres also the option to buy and sell holiday
• Competitive family leave
• Participate in our electric car scheme which offers employees the option to hire a brand-new electric car through tax efficient salary sacrifice (permanent employees only)
• There are the many discounts we offer both for our own products and at a range of high street stores and online
• In 2023 some of our workspaces were redesigned. Our offices are great spaces to connect and collaborate and have your wellbeing at the heart

Additional Information :

At L&G we believe its possible to generate positive returns today while helping to build a better future for all. 

If you join us youll be part of a welcoming inclusive culture with opportunities to collaborate with people of diverse backgrounds views and experiences. Guided by leaders with integrity who care about your future and wellbeing. Empowered through initiatives which support people to develop their careers and excel.

We care passionately about outcomes rather than attendance and are therefore open to discussing all kinds of flexible working options including part-time term-time and job shares. Although some roles have limited flexibility due to customer demand we accommodate requests when we can. 

It doesnt matter if you dont meet every single criterion in this advert. Instead think about what you excel at and what else you can bring in terms of strengths potential and connection to our purpose. 

Remote Work :

No

Employment Type :

Full-time