Delivering Customer Service for Financial Services Administrators in Finance

Delivering Customer Service for Financial Services Administrators in Finance

This course empowers financial services administrators to master professional service delivery within the UK financial sector. You will learn to effectively balance the diverse requirements of various stakeholders while navigating strict regulatory frameworks. The programme covers essential principles like Treating Customers Fairly (TCF), understanding and applying Know Your Customer (KYC) principles in financial administration, and implementing the requirements of the Consumer Duty within customer service operations. By the end, you will be able to ensure full compliance with relevant financial regulations, delivering exceptional and compliant customer service.