Client Services Executive
Our client, a leading independent financial advisor, based in Birmingham, is currently hiring for an Client Services Executive to provide a consistently high level of service to the clients ensuring an excellent and compliant client experience of the highest possible standard.
- Regular contact calls to clients (Inbound & Outbound), with a view to building relationships and ultimately securing client commitment to the company
- Build relationships with Connect clients with a view to create business opportunities and support business growth
- Meet personal referral targets with a view to providing fee generating referrals to other parts of the business supporting business growth
- Support client uplift initiative by identifying clients on incorrect service propositions and facilitate transfer to the new Connect Service proposition
- Support sales initiatives to identify and engage with clients to increase revenue for the business
- Provide an efficient inbound/outbound call service to the clients, taking ownership of the client journey and providing suitable outcomes including efficient handover to the relevant departments
- Support simplification of client communication and encourage digital interaction through promotion of the Personal Finance Portal with all clients
- Excellent interpersonal skills.
- Drive and ability to plan, prioritise and manage workloads
- Ability to follow processes and procedures in a compliant manner
- Excellent communication skills, both written and verbal.
- Enthusiastic, positive and confident telephone manner with telesales and customer service skills
- Attention to detail.
- Ability to work towards and achieve monthly targets in a fast-paced telephone based environment.
This is a full time, permanent position working Monday-Friday, 09:00am-17:30pm.
Our client offers an excellent remuneration package and excellent career progression prospects.
***BEFORE APPLYING Please ensure you have had previous experience within financial services. This does not include banking.***
Please apply online to be considered.