Customer Service Executive

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Customer Service Executive

London, NW9

£35,000 + Pension

This is a fantastic opportunity for an experienced Customer Service Executive to join a very successful local independent firm where in return for hard work there will be the opportunity to progress.

Some of your duties will include:

- Dealing with incoming client requests for a wide range of insurance and investment products

- Liaising with potential and current clients, establishing requirements and sourcing suitable products

- Preparing detailed proposals for clients and conducting winning sales presentations

- Ensuring that client requirements are processed in an efficient and effective manner

- Managing an extensive database and maintaining regular contact with clients to build long term relationships

- Ensuring that all client transactions processed are in line with FSA compliance regulations

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Reference: 40450042

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