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Client Support Specialist - Mortgages and Protection
Are you passionate about providing exceptional client care? Do you have a sales mindset and a desire to help people secure their financial futures?
Join our dynamic team as a Client Support Specialist in the exciting field of Mortgages and Protection!
About Us:
My Client is a leading firm in the mortgage and protection sector, dedicated to delivering tailored solutions to clients. Their mission is to provide top-notch service and expert guidance, ensuring clients make informed decisions about their financial needs.
Role Overview:
As a Client Support Specialist, you will be the first point of contact for our clients, assisting them with their mortgage and protection enquiry and validating leads for the Mortgage Advisory team. You will provide exceptional client care, build strong relationships, and support our clients through their financial journeys.
Key Responsibilities:
- Provide outstanding client service, addressing queries and resolving issues promptly.
- Assist clients in understanding their mortgage and protection application.
- Identify opportunities for upselling and cross-selling our services.
- Maintain accurate client records and documentation.
- Collaborate with the team to ensure seamless client experiences.
What We’re Looking For:
- Strong client care and service mindset.
- Excellent communication and interpersonal skills.
- A sales-oriented approach with the ability to identify client needs.
- Previous experience in customer service or sales, ideally within financial services.
- A proactive attitude and a passion for helping clients.
Why Join Us?
- Competitive salary and benefits package.
- Study support available for CeMAP (Certificate in Mortgage Advice and Practice).
- Opportunities for professional growth and development.
- A supportive and collaborative work environment.
- No weekend work!
If you're ready to take the next step in your career and make a difference in clients’ lives, we want to hear from you!
