Customer Service Advisor

123 Recruitment and training; Manchester; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading recruitment agency based in Manchester is seeking a motivated individual with at least 2 years of experience in financial services. The role emphasizes exceptional customer service and strong communication skills. The company offers comprehensive training and opportunities for career growth, while ensuring that you are up-to-date with regulatory changes. If you have a passion for client relations and a consultative approach, this position is ideal for you.

Benefits

Full training and support

Career development opportunities

Updates on product and regulatory changes

Qualifications

• Minimum of 2 years experience in financial services.
• Professional telephone manner.
• Ability to build rapport with clients.

Responsibilities

• Generate suitability reports from newly onboarded clients.
• Contact clients for welcome calls and anniversary calls.
• Assist with inbound calls to customer service.
• Manage time effectively.

Skills

Communication skills

Customer service

Motivation

Consultative approach

Job description

What you\'ll be doing

• Generate suitability reports from newly onboarded clients
• Contact clients to complete welcome call, portal activation and anniversary calls
• Assisting with inbound calls to customer service
• Admin duties

Your responsibilities

• Always delivering the highest level of customer service
• Ensuring all action and communication is clearly noted on the system
• Managing your time effectively is key
• Ensuring the FCA and internal regulatory standards for advice provision are met

What they\'re looking for

• 2 years experience in financial services
• A great communicator with professional telephone manner
• A highly motivated individual with a drive to deliver outstanding customer service
• The ability to build a great rapport with clients through a consultative approach

What they\'ll do for you

• Provide you with full training and support for the role
• Ensure you are kept up to date with any product or regulatory changes
• Continue to develop your skills
• Invest in you to help you further your career