Customer Service Representative

Search; Wakefield; On-site; GBP 23,000; Full time

Job summary

A wealth management firm is seeking a dedicated Customer Service Representative in Wakefield to enhance client experience through proactive engagement and relationship management. The successful candidate will require proven experience in outbound telephony-based customer service, exceptional organisational skills, and attention to detail. The role offers a salary of £23,000 with a potential bonus of up to 15%. Applications from all skilled individuals are welcome, regardless of background.

Qualifications

• Experience in a customer service role with an emphasis on outbound telephony work.
• Proactive mindset focused on enhancing the client experience.
• Exceptional organisational skills with attention to detail.

Responsibilities

• Lead proactive client engagement through outbound calls.
• Manage scheduling of adviser review meetings.
• Update and develop the central client database.

Skills

Telephony-based customer service

Client engagement

Organisational skills

Attention to detail

Tools

Salesforce CRM

Job description

Customer Service Representative

Salary : £23,000 (up to 15% bonus)

Location : Wakefield WF2

About the Role

We are a rapidly growing wealth management firm that values Ownership, Aspiration, and Family. Our people are our greatest asset, and we are committed to professional development, reward, and recognition. We are seeking a dedicated and passionate Customer Service Representative to help us deliver an exceptional client experience.

The Opportunity

Shape Our Client Experience. As the first point of contact for our valued clients, you will play a pivotal role in shaping their experience. This is a highly proactive, relationship-focused role that leverages your expertise in telephone-based client service.

Your background in outbound telephony-based customer service will be essential as you build strong, lasting relationships through frequent and structured engagement. You will use your initiative to enhance the client experience, provide clear and accurate information to Financial Advisers, and support critical processes. Excellent attention to detail and a proactive approach are necessary for success in this key function.

Key Responsibilities

• Proactive Client Engagement & Relationship Management
  • Lead proactive client engagement through outbound calls to build and maintain strong relationships before, during, and after adviser meetings.
  • Handle all incoming client enquiries efficiently and manage satisfactory client outcomes.
  • Execute client contact strategies, including managing event attendance and engaging specific client, guest, and prospect segments.
• Administrative Control & Operational Support
  • Manage scheduling of adviser review meetings, including all necessary appointment preparation.
  • Update and develop the central client database to facilitate effective client re-engagement strategies.
  • Utilise Salesforce CRM system for workflow management and efficient internal communication.
  • Liaise with external organisations (e.g., scheme providers) to obtain necessary plan and scheme information.

What We Are Looking For

• Proven experience in a customer service role with a strong emphasis on proactive, outbound telephony work.
• A proactive mindset and strong initiative focused on enhancing the client experience.
• Exceptional organisational skills and meticulous attention to detail.

We are an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion / beliefs, sexual orientation or age.