Customer Service Assistant

Posted 8 October by CMD Recruitment
Easy Apply

We are looking for an enthusiastic and committed individual to join our client who is a busy high profile, market-leading financial services company based in Bath.


  • Customer service and support functions; inbound/outbound telephone calls, answering questions regarding savings products and services
  • Introduce potential customers to our Financial Advisers at The Private Office
  • Scheduling and confirming appointments
  • Placing outbound calls for follow-ups and reaching out to prospective clients
  • Presenting and explaining fees
  • Recommending, selecting products and services
  • General administration
  • To implement and comply fully with the Company's Information Security Policy
  • Any other relevant duties as directed and in line with the grade of the post

Person Specification

  • Ability to record data accurately
  • Good IT skills with experience of using MS Outlook, Word and Excel
  • Experience of providing excellent customer service
  • Marketing and product sales abilities
  • High level of accuracy and attention to detail
  • Effective organisational skills
  • Effective verbal and written communication skills including an
  • ability to effectively deal with telephone and email enquiries
  • Ability to work co-operatively with others to meet tight deadlines


  • Full-time hours (37.5 per week);
  • 24 holidays (increasing to 26);
  • Company Pension scheme;
  • Group Income Protection;
  • Life Assurance;
  • Bike to work scheme;
  • Eye Care Scheme;
  • Full support with professional qualifications and membership;
  • Wellbeing Programme;
  • Career progression available.

Reference: 39084376

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