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Client Service Representative (Financial Services)

Mulberry Recruitment
Posted 3 days ago, valid for 4 hours
Location

Godalming, Surrey GU8 5SG, England

Contract type

Full Time

Retirement Plan

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

info
  • The Client Service Representative position in Godalming offers a salary range of £25,000 to £32,000.
  • The role is within the Financial Services industry and requires candidates to have an interest in this field.
  • Applicants should have experience in client services or customer service, preferably in a sales environment.
  • Daily duties include managing applications, responding to inquiries, and liaising with other departments to ensure timely service delivery.
  • Candidates must possess strong communication skills, a proactive mindset, and the ability to work effectively in a fast-paced environment.

Client Service Representative (Financial Services)

Location : Godalming

Salary : £25,000 - £32,000

My client who are based in Godalming are looking for someone to join their team. My client are within the Financial Services Industry and are keen to recruit someone who has an interest in Financial Services. My client are seeking candidates who can work in a fast paced environment and has got the confidence to build relationships over the phone. The ideal candidate will have experience in client services or customer service.

Daily Duties

Managing applications, handling correspondence, and ensuring seamless communication with clients and advisers.

Maintaining accurate records of sales activities, customer interactions, and applications in progress.

Liaising with other departments to ensure timely delivery of products and services.

Responding to client and adviser enquiries via phone and email, ensuring exceptional service.

Processing and checking application documents, supporting the onboarding of new clients.

Assisting with external due diligence and compliance reports/requests.

Helping clients and advisers access our Online Portal.

Building technical knowledge of the pensions and financial services industry.

Speaking with clients and advisers about our products, services, and fees.

Producing professional illustration reports for advisers.

Experience Required

Experience in administration (preferably in a sales environment, but not essential).

Strong proficiency in Microsoft Office (Word, Excel, PowerPoint).

Excellent verbal and written communication skills with great attention to detail.

A proactive, problem-solving mindset someone who takes initiative.

The ability to multitask and prioritise workload effectively in a fast-paced environment.

A professional and confident telephone manner.

A team player attitude with a willingness to learn and develop.

Benefits

Flex-time

Private healthcare

Company pension scheme

Regular company events to celebrate success

Support for industry-recognised qualifications

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.