Appointment Setter / Customer Service Relationship Coordinator

Appointment Setter / Customer Relationship Coordinator who has a polite, friendly and helpful telephone manner with good customer service and conversational skills is required to support Financial Advisors in booking appointments for a well-established financial services company based in Birmingham, West Midlands.

NO PREVIOUS FINANCIAL SERVICES OR CORPORATE OFFICE EXPERIENCE REQUIRED - FULL TRAINING PROVIDED

If you have previous experience setting appointments, liaising with customers, lead generation, managing diaries and schedules, then great. However, this is not essential as the company will provide full training.

If you’ve previously worked in a customer service or customer facing role such as sales or retail, enjoy working towards targets, have a great attitude and a strong work ethic, then this is the job for you.

This is a great opportunity for anyone looking to start their career within the financial services industry.

SALARY: up to £23,000 per annum + Monthly Bonus up to £500+ Generous Benefits (see below)

LOCATION: Hybrid / Flexible working with your time split between working from home and the office in Birmingham, West Midlands (You MUST live within a commutable distance to the office in Birmingham)

The office is close to rail links (0.1 mile from Snowhill and 0.5 Mile from New Street). Free onsite parking

JOB TYPE: Full-Time, Permanent

The Company is also open to discuss Flexible Working, Job Shares and Part-Time options.

CORE WORKING HOURS: Monday to Wednesday 12pm - 8pm, Thursday 11am - 7pm and Friday 9am - 5pm. NO WEEKENDS

JOB OVERVIEW

We have a fantastic new job opportunity for an Appointment Setter / Customer Relationship Coordinatorwho has a polite, friendly and helpful telephone manner with good customer service and conversational skills.

With no prior office / corporate experience needed, this is the perfect opportunity for anyone looking to take their first step into the world of financial services or financial advice. If you’ve previously worked in a customer-facing role (such as sales or retail), have a great attitude and a strong work ethic, this is the job for you.

Working as an Appointment Setter / Customer Relationship Coordinator you’ll be responsible for contacting new and existing customers to arrange appointments with the company’s Specialist Financial Advisers.

As a successful candidate you will have a great opportunity to join a company that can offer training, support and an excellent career path.

DUTIES

Your duties as an Appointment Setter / Customer Relationship Coordinator include:

• Promote services to customers, via both Outbound and Inbound calling, and ensure quality appointments are booked for the Financial Advisers

• Build strong relationships with your Financial Advisers whilst managing their diaries, resulting in excellent outcomes for both them and customers

• Evidence strong communication skills with both internal and external stakeholders via a wide range of channels (Outbound / Inbound calls, email, and web platforms)

• Ensure outstanding attention to detail in all administration work completed for customers and Financial Advisers

• With an expectation to deliver to KPI’s each month, ensure you are proactive in managing your own diary and keeping up to date with any business changes. In return, the company provide comprehensive training and outstanding support to enable you to achieve these and set you up for success

CANDIDATE REQUIREMENTS

As an Appointment Setter / Customer Relationship Coordinator you will have the following skills and experience:

• You have some customer interaction experience and are a 'people-person’

• Experience of meeting targets is advantageous, but not essential

• You can hold a good conversation and are able to communicate professionally

• You have a genuine interest in getting into the world of Financial Services

• You will possess strong attention to detail (your administration needs to be accurate and call conversations need to meet compliance standards)

• This is a busy role, as such you’ll need to be pro-active (you take initiative!) and have a great work ethic (you give 100%)

BENEFITS

• 28 days holiday plus bank holidays (rising to 30 days with service anniversaries)

• Buy extra holiday days or sell holiday you don’t need

• Great pension scheme (company matched plus 2% (up to 10%))

• Life assurance - worth four times your base pay

• Flexible benefits - includes our travel loan/car parking scheme, cycle to work programme plus others

• Discounts - across major brands in retail, health, wellbeing and leisure

• Employee assistance programme - we help you, take care of you

• Culture day - an additional day off to utilise in any way you personally choose

• Volunteering days - 2 paid days per year

• Health checks - access to unlimited video GP consultations

• Enhanced Maternity Pay: 16 weeks at 100% average earnings (decreasing over time)

• Enhanced Paternity Pay: 100% of average earnings for up to 8 weeks

• Menopause Support Plans

• Access to Mental Health First Aiders

• Salary sacrifice scheme for ultra-low emission cars (electric and plug in hybrids)

Candidates MUST have the Right to Work in the UK

APPLY TODAY…

By submitting your job application to us you are hereby giving us your express consent to submit your details to our Client for this purpose.

JOB REF: AWDO-P12037

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