Client Services Associates (Financial Services)

We recruiting for a leading Investment Management organisation who are globally renowned for providing ongoing training, development and progressive career opportunities.

Due to an increase in business activity, they are now seeking a number of Client Service Associates. Opportunities exist on both 12 month fixed-term and permanent contracts.

This division plays a large part in first line customer care, where the teams respond proactively to resolving incoming queries from both Independent Financial Advisers and direct customers.

You will be fully responsible ffor responding to all levels of incoming enquiries predominantly based around investment products. This can include resolving queries, providing updates on accounts and products, as well as problem solving and providing additional information on other products, funds and services offered etc.

As someone who is ambitious and motivated, you will already possess experience in providing an outstanding customer service, gained within a corporate phone-based environment / call centre, or within a professioal customer services environment. Any financial services experience (Pensions, Retail Banking, Insurance or Investments etc.) would be highly preferable.

Additionally, it is also essential that you are someone who is able to manage their time in a productive manner, coupled with the ability to learn in a quick and efficient way.

Offering an excellent remuneration and benefits package that includes bonus potential, a non-contributory pension and free parking, they also offer a free bus shuttle service from Sutton and Redhill and return and a full and more detailed job description is available on application.

Required skills

  • Customer Care
  • Customer Services
  • Financial Services
  • Insurance
  • Investments

Application questions

Do you possess financial services, insurance or retail banking experience?
Have you work in a corporate services or contact centre environment?

Reference: 33779497

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