Client Services Representative - Farnborough

TN United Kingdom; Farnborough; On-site; GBP 25,000 - 35,000; Full time

Job summary

An established industry player is looking for a Client Services Representative to enhance their Client Services team in Farnborough. This role involves managing customer interactions, resolving inquiries, and ensuring compliance with policies and regulations. The ideal candidate will demonstrate exceptional communication skills and a strong customer focus, thriving in a fast-paced environment. If you have a passion for delivering outstanding service and possess knowledge in financial services, this opportunity offers a chance to contribute to a dynamic team and develop your career further.

Qualifications

• Strong customer focus with excellent communication and listening skills.
• Experience in financial services is desirable, preferably in life and pensions.

Responsibilities

• Manage inbound and outbound calls, and book appointments.
• Respond to customer inquiries and resolve issues effectively.

Skills

Customer Service

Communication Skills

IT Literacy

Negotiation

Attention to Detail

Resilience

Financial Services Knowledge

Job description

Client Services Representative - Farnborough

Our client is seeking a Client Services Representative to join the Client Services team based in Farnborough.

Key Responsibilities:

1. Manage inbound and outbound calls, and book appointments.
2. Respond to customer questions and resolve issues.
3. Follow up on customer emails requiring further action.
4. Generate quality appointments with genuine needs for our advice for clients and prospects.
5. Adhere to call script requirements and accurately record all call activities within our back office system.
6. Ensure compliance with client policies, processes, regulatory guidelines, and quality assurance standards.
7. Maintain excellent communication and listening skills.
8. Display a professional telephone manner.
9. Be strongly customer-focused, managing and overcoming objections within a financial services context.
10. Relate well to people and remain composed during conversations.
11. Prioritize accuracy and attention to detail.
12. Be resilient and diplomatic.
13. Ideally possess knowledge of regulations, products, and solutions in the retail financial services market.
14. Have a proven track record of meeting and exceeding targets.
15. Demonstrate IT literacy and proficient telephone skills.
16. Financial Services experience is desirable, preferably in a life and pensions environment.
17. Experience working in a fast-paced and targeted environment.
18. Business development or customer service experience.
19. Negotiation and objection handling experience are advantageous.
20. Experience in building and maintaining positive customer relationships.