Client Servicing Exec

Recruiter
Resource Matters Ltd
Location
Birmingham
Salary
22000.00 - 25000.00 GBP Annual
Posted
18 Jul 2019
Closes
31 Jul 2019
Contract Type
Permanent

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