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Client Services Professional

Employer
First Recruitment Services
Location
Horsham, West Sussex
Salary
£21000 - £27000/annum
Closing date
9 May 2019

View more

Sector
Finance
Contract Type
Permanent
Hours
Full Time
Due to growth we're recruiting for our well respected client in the Horsham location.

You will be providing professional helpful responses with all query resolutions to internal and external customers, accurately and timely. In addition, processing key back office tasks and working closely with all departments.

Key Activities & Responsibilities:

* First point of contact for queries from Financial Advisors and/End consumers via phone/email/tickets

* Understanding and confidently articulating multiple processes in both written and verbal format; specific to KYC (Know Your Customer) & Due Diligence, SLA reporting, Client MI Transactions and Support & Issue Resolution.

* Answer customer queries in accordance with processes and procedures

* Absolute ownership of queries through to satisfactory resolution

* Gain and maintain a good understanding of Platforms within the Financial Services market

* Follow procedures and instructions in order to ensure excellent client outcomes

* Source answers and think logically to find solutions

* Review data to ensure accuracy

* Proactive feedback to other departments where required in order to ensure excellent client outcomes

* Contribute and feedback in team meetings

Required Skills/Experience:

* Excellent phone manner and experience of dealing with challenging calls

* 5 GCSE’s including maths and English language

* 2 A Levels or equivalent

* Willing to learn

* Accurate with good attention to detail

* Ability to work as part of a team and autonomously

* Excellent communication skills both written and oral

* Organised and diligent

* Build rapport quickly and easily

First Recruitment Services are acting as an employment agency in relation to this vacancy

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