Client Contact Representative

Customer Service Advisor

Ref: 1088Tuesday 7 December 2021

£24,000

Are you a strong communicator with Financial Services experience? Are you looking for an exciting opportunity with a market-leading Financial Services company? Then we may have just the opportunity for you!

Amour Recruitment is delighted to be working with a leading Financial Services provider based in the Temple Meads area, who are looking to add to their Client Services contact team. Successful candidates in this role will be the first point of contact for customers and very much the face of the company!

This company places client care at the forefront of everything they do, ensuring that work is done right first time, every time, so you will need to be a confident communicator with exceptional relationship management skills. You will deal with clients, Financial Advisors, and third party service providers as well as internal teams both over the telephone and via email. Previous experience in Financial Services is vital and you'll be joining a team with a fantastic, inclusive culture.

 

The Role:

  • Manage high volumes of calls from internal and external Financial Advisors, clients, sales team and third party service providers
  • Continually focus on delivery of excellent customer service to ensure that the company is highly valued by client in line with service standards
  • Complete basic admin processes and produce client documentation
  • Provide support to Financial Advisors and Client Operations Dept as & when required
  • Liaise with relevant parties to chase outstanding documentation required to complete tasks
  • Meet all FCA regulations
  • Manage all online queries through to completion
  • Provide online support for all new business applications

 

Our Ideal Candidate:

  • Experience in a client contact or largely telephony-based environment
  • Previous Financial Services experience
  • Working towards Financial Services qualifications (non-essential)
  • Good understanding of Wrap platforms and relevant investment and pension products (non-essential)
  • Clear communication skills, with a warm, friendly demeanour
  • Confident handling challenging conversations
  • Excellent administration skills
  • A team player with a 'can do' attitude
  • Excellent attention to detail

 

This role is office-based, pays £24,000 per annum with 25 days holiday, plus 8 bank holidays. Hours of work will be 0900-1730 Monday-Friday.

Benefits include discretionary annual bonus, private medical insurance several excellent voluntary benefits.


Don't worry if you don't tick all of the boxes above, we welcome applications from all candidates regardless of background or experience level. If you're looking for a new opportunity, one of our experienced consultants will be happy to have a confidential conversation with you and give you more details on this or any of our other vacancies with our ever-growing list of clients!