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Client Service Consultant - Pension & Investments

Posted 14 February by Professional Recruitment Ltd Easy Apply Ended

Our client is a leading Investment business providing a dynamic service within the IFA industry and they are now recruiting for a Client Service Consultant to join their friendly team. This is an exciting and varied role where you will be first point of contact for all enquiries via phone, email and live chat. Relationship management and building is key to this role, so you must be an excellent communicator with sharp customer focus.

Key role responsibilities:

  • Providing support via phone, email and live chat Financial Advisers and providing technical support and Webex education sessions
  • Building proactive relationships with your Advisers using phone, email online meetings and offsite meetings.
  • Answering incoming calls from Advisers and Prospects, recording details of the call using CRM. The aim is to achieve a "One and Done" approach with 95% of calls received
  • Assisting with the marketing team with the production of email campaigns, both with content and follow up calls with Advisers who have engaged with the campaign

Our client is looking for somebody with proven experience in Financial Services. You should have good knowledge of the UK platform and product "wrapper" market or prior experience in a IFA firm. Your experience will include engaging with and supporting a sales team and in particular, how an IFA operates its business. We are looking for somebody who has strong client focus and commitment to quality client service with good communication and good attention to detail.

Our Client offers a market leading benefits package, including a fantastic Non contributory pension, annual bonus and DIS. If this sounds like the right role for you please apply today!

Reference: 33974225

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