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Customer Services Adviser - Investment and Financial Services

Posted 5 June by REED Insurance Ended
My  Client a Leading Financial Services Company specialising in Mortgages and Investments, are actively looking to recruit a skilled Customer Services Operative, to work in their busy and thriving call centre dealing with in coming calling.  The client rewards talent and you will be recognised for your skills and ability.  Your Customer Services skills will be excellent as you will be responsible for working with a range of clients, mostly on the investment side.  Reporting to the call centre Manager you will be responsible for answering inbound investment query and application calls from policy holders.  

The details of the role will be as follows:-

• Receive inbound calls from clients enquiring about the Company's investment products
• Placing investment trades on behalf of clients and setting up client accounts in the system
• Help with investment queries, website questions and help clients complete the application process
• Talk though complex investment processes with prospective clients
• Make account amendments where required
• Engage with customers and provide excellent customer service and brand representation

To be considered you must be able to demonstrate the following:-

- Currently working within an In Bound call centre in Financial  Services
- Preferably you will be taking calls from Investment and Pensions Clients
- Strong Client Services Skills within Financial Services

In return for you Financial Services Call Centre skills the client offers an excellent salary and benefits package. 

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 34164141

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