Customer Service Representative

Salary: 23,000 (up to 15% bonus)

Location: Wakefield WF2

About the Role
We are a rapidly growing wealth management firm that values Ownership, Aspiration, and Family. Our people are our greatest asset, and we are committed to professional development, reward, and recognition. We are seeking a dedicated and passionate Customer Service Representative to help us deliver an exceptional client experience.

As the first point of contact for our valued clients, you will play a pivotal role in shaping their experience. This is a highly proactive, relationship-focused role that leverages your expertise in telephone-based client service.

Your background in outbound telephony-based customer service will be essential as you build strong, lasting relationships through frequent and structured engagement. You will use your initiative to enhance the client experience, provide clear and accurate information to Financial Advisers, and support critical processes. Excellent attention to detail and a proactive approach are necessary for success in this key function.

1. Proactive Client Engagement & Relationship Management

• Lead proactive client engagement through outbound calls to build and maintain strong relationships before, during, and after adviser meetings.
• Handle all incoming client enquiries efficiently and manage satisfactory client outcomes.
• Execute client contact strategies, including managing event attendance and engaging specific client, guest, and prospect segments.

2. Administrative Control & Operational Support

• Manage scheduling of adviser review meetings, including all necessary appointment preparation.
• Update and develop the central client database to facilitate effective client re-engagement strategies.
• Utilise Salesforce CRM system for workflow management and efficient internal communication.
• Liaise with external organisations (e.g., scheme providers) to obtain necessary plan and scheme information.

• Proven experience in a customer service role with a strong emphasis on proactive, outbound telephony work.
• A proactive mindset and strong initiative focused on enhancing the client experience.
• Exceptional organisational skills and meticulous atten

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.