Client Services Representative 28017

Posted 27 March by Pontoon
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Job Title: Client Service Representative
Location: London
Duration: 6 months

My high-profile banking client are recruiting for a Client Service Representative. The role is a hybrid position with work on site 2 days a week and 3 days from home, working normal office hours.

GENERAL DUTIES & RESPONSIBILITIES
* Serves as primary point of contact for internal and external clients and various departments/divisions to resolve outstanding issues, comply with customer requests, and respond to client inquiries.
* Provides support in research and resolution of problems and inquiries.
* Interfaces with clients to determine present and future needs and discusses progress toward solutions.
* Coordinates with clients, relationship managers, and other appropriate areas to ensure clients are properly serviced, paperwork is properly executed, and all operational arrangements are in place to service assigned accounts.
* Prepares monthly and quarterly sales and departmental reports.
* Keeps abreast of new products/services and changes to existing products/services.
* Maintains comprehensive knowledge of applicable products, services, and company policies and procedures.
* Identifies additional opportunities to provide more products, services or other resources to customer and refers to managing director/relationship manager.
* May participate in business reviews to learn about clients' strategic direction as well as gain a good understanding of the products and/or services we are offering.
* Participates in client loyalty process by informing assigned clients of process, encouraging clients to respond to survey information in a timely manner, participating in follow-up discussions and developing action plans to address any negative comments.
* Other related duties assigned as needed.

GENERAL KNOWLEDGE, SKILLS & ABILITIES
* Communicates ideas both verbally and in written form in a clear, concise and professional manner
* Requires working knowledge of our products/services as well as general banking operations and procedures
* Ability to understand and apply concepts
* Ability to handle projects commensurate with job expectations
* Requires excellent presentation, writing, organisational, analytical and problem solving skills
* Requires human relations, negotiation and documentation skills
* Team skills, including the ability to establish and maintain effective working relationships both internally as well as externally
* Flexibility, versatility, dependability

Please apply with an up-to-date CV which must show evidence of the above to be considered. Please be advised if you haven't heard from us within 48 hours then unfortunately your application has not been successful on this occasion, we may however keep your details on file for any suitable future vacancies and contact you.

Pontoon is an employment consultancy, we put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identifies, and more. We do this by showcasing their talents, skills, and unique experience in an inclusive environment that helps them thrive.

Required skills

  • client services

Reference: 52387120

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