Client Servicing Exec

Resource Matters Ltd
22000.00 - 25000.00 GBP Annual
18 Jul 2019
31 Jul 2019
Contract Type

An exciting opportunity to join our clients telephone team in Birmingham. The purpose of this role is to provide a consistently high level of service to our client who are an Independent Financial Advice firm who have grown significantly via growth and acquisition.

Key responsibilities include

  • Regular contact calls to clients (Inbound & Outbound), with a view to building relationships and ultimately securing client commitment.
  • Build relationships with 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 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

Experience & core skills

  • Knowledge of working within the IFA marketplace
  • Experience of working in a telephone-based environment
  • Working to challenging targets
  • Strong customer service background
  • Platform knowledge is desirable but not essential