Client Engagement & Lead Gen Specialist

AFH Wealth Management; Bromsgrove; On-site; GBP 22,000 - 30,000; Full time

Benefits offered by this job

Flexible working

Birthday off

Pension

Annual bonus

Wellbeing perks

Learning & development

Discounts

Job summary

AFH Wealth Management is seeking a Client Engagement Executive to join our contact centre in Bromsgrove. You will handle a high volume of inbound and outbound calls, following FCA-compliant scripts while identifying customer needs.

You’ll maintain CRM records and work with advisers to ensure fair lead distribution, meeting targets for conversation quality. Working 35 hours per week on site, Monday to Friday, 9am-5pm, you’ll be part of a growing team with ongoing training and development.

Qualifications

• Excellent communication skills
• Outgoing and positive demeanour
• Strong IT skills including Outlook and MS Teams
• Ability to multitask across systems while managing calls and emails
• Experience in a role with inbound/outbound calls and KPIs

Responsibilities

• Manage a high volume of inbound and outbound calls generated through marketing activity
• Follow communication scripts in line with FCA compliance
• Identify customer needs
• Maintain professional relationships with lead-taking advisers to ensure fair distribution
• Keep accurate records of all customer conversations within the internal CRM
• Meet targets relating to the quality of conversations
• Attend training sessions to continuously improve knowledge and performance
• Any other reasonable request made by the Client Engagement Manager or Senior Management Team

Skills

Communication skills

Telephone manner

IT skills: Outlook/MS Teams

Multitasking

Inbound/outbound experience

Job description

AFH Wealth Management is seeking a Client Engagement Executive to join our contact centre in Bromsgrove. You will handle a high volume of inbound and outbound calls, following FCA-compliant scripts while identifying customer needs.

You’ll maintain CRM records and work with advisers to ensure fair lead distribution, meeting targets for conversation quality. Working 35 hours per week on site, Monday to Friday, 9am-5pm, you’ll be part of a growing team with ongoing training and development.