| Status : | Archived |
| Sector : | Finance |
| Location : | Bath |
| Salary : | £17-22k per annum |
| Age : | 2 months |
| myJobs : | Login | Register |
| More : | Finance jobs |
Great opportunity to join a Client Services Team within a financial services company, as the initial client contact for the company.
You must have good attention to detail, possess excellent communication skills both verbally and written. Previous experience within the financial services industry, particularly client servicing is essential.
Responsibilities include:
- Manage high volumes of incoming calls from Financial Advisors and clients.
- Produce Management Information reports
- Assist with issues on any potential cases
- Provide support and training to the department
- Assist with coaching of new starters
- Contribute to continuous team improvement and activities
- Ensure timely and thorough completion of personal improvement plans
- Key Competencies
Adaptability - Must be adaptable and a team player
Client Service – Must take responsibility for client satisfaction and loyalty
Communication – Have the ability to effectively communicate both verbally and in writing
Problem Solving – Have the ability to thoroughly and accurately identify and define a problem with a view to select the most appropriate action.
To apply for this role, please contact Kate Lamberth on 01225 335500 or email your CV to kate@sjcrecruitment.com