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Client Service Representative (Financial Services)

Mulberry Recruitment
Posted 3 days ago, valid for 12 hours
Location

Godalming, Surrey GU7 1AE, England

Salary

£25,000 - £32,000 per annum

Contract type

Full Time

Retirement Plan

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Sonic Summary

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  • The Client Service Representative position in Godalming offers a salary range of £25,000 to £32,000.
  • The role requires candidates to have experience in client services or customer service, ideally within a fast-paced environment.
  • Daily responsibilities include managing applications, maintaining accurate records, and responding to client inquiries via phone and email.
  • Candidates should possess strong proficiency in Microsoft Office and excellent communication skills, along with a proactive problem-solving mindset.
  • Benefits include flex-time, private healthcare, a company pension scheme, and support for industry-recognized qualifications.

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

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By applying, a CV-Library account will be created for you. CV-Library's Terms & Conditions and Privacy Policy will apply.