Client Services Advisor

Our client, a leading business in the Financial Services industry is seeking a Client Services Advisor to join their team on a full-time, permanent basis.

Due to an exciting period of growth our client is looking for a customer-focused individual to join their team where you will be liaising with existing customers, discussing their current situations whilst outlining the best and most suitable products moving forward.

This is the ideal opportunity for someone with previous customer service experience either from a Retail or office background, ideally from a Financial Services background or similar. This would also be the ideal role for someone with a background in Sales or a role where you re used to liaising with customers on a regular basis.

Key Responsibilities

• Answering inbound and making outbound calls to clients
• Dealing with enquiries via email and acting as the first point of contact for queries
• Act as the first point of contact for any customers with any product-related queries whilst liaising with other departments within the business
• Updating and taking notes in internal systems and databases
• Taking payments over the phone from customers
• Liaise with third parties such as Mortgage Brokers and Solicitors to confirm client details
• Chasing other departments for outstanding documentation

Key Experience:

• Previous customer service experience either in an office environment, either in a customer service or sales role would be ideal
• Good communicator, confident liaising with colleagues, third parties and clients of all levels
• Able to work both independently and as part of a team
• Confident updating internal systems
• Able to work in an ever-changing environment, working towards tight deadlines whilst ensuring accuracy and attention to detail at all times
• Excellent customer service skills, confident being the first point of contact for queries

This is a fantastic opportunity for a Customer Service Adviser to join a thriving business who are leaders in the Financial Services industry.

This would be a great role for someone looking to transition their experience in to a Financial Services role or someone looking to move into a customer-focused position.

CVs are being reviewed so please apply now for immediate consideration.