Job Summary
We are seeking a dynamic and dedicated Client Services Officer to join our team and deliver exceptional support to our clients. In this role, you will serve as the primary point of contact for clients, ensuring their needs are met with professionalism and efficiency. Your proactive approach will help foster strong relationships, resolve issues promptly, and enhance overall client satisfaction. This position offers an exciting opportunity to contribute to a client-centric environment within the financial services sector, leveraging your communication and analysis skills to make a meaningful impact.
Responsibilities
- Act as the main liaison between clients and the organization, providing timely and accurate assistance.
- Utilize Salesforce or similar customer relationship management tools to track interactions, update client records, and manage follow-ups.
- Address client inquiries related to financial products, account details, or service issues with clarity and professionalism.
- Analyze client data to identify trends, potential concerns, or opportunities for service improvement.
- Collaborate with internal teams to resolve complex client issues efficiently and effectively.
- Maintain detailed documentation of all client interactions, resolutions, and follow-up actions.
- Support onboarding processes for new clients by guiding them through necessary procedures and documentation.
Experience
- Excellent communication skills with the ability to convey information clearly and build rapport.
- Ability to handle multiple priorities in a fast-paced environment while maintaining attention to detail.
- Knowledge of financial products and services is preferred but not mandatory; relevant training will be provided.
We offer a full career progression pathway to grow a future career in Financial Planning, with exam support and continuous development.
Join us in delivering outstanding service that builds trust and lasting relationships with our clients!
Pay: £25,420.00-£27,000.00 per year
Benefits:
- Company pension
- Free parking
- On-site parking
Application question(s):
- Due to the poor public transport, do you have access to own transport?
Education:
- GCSE or equivalent (required)
Language:
Work authorisation:
- United Kingdom (required)
Work Location: In person
