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Client Service Representative (Financial Services)

Mulberry Recruitment

Godalming

On-site

GBP 25,000 - 32,000

Full time

27 days ago

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An established industry player in financial services is seeking a Client Service Representative to join their dynamic team in Godalming. This role involves managing client applications, ensuring seamless communication, and providing exceptional service over the phone. The ideal candidate will thrive in a fast-paced environment, showcasing strong communication skills and a proactive approach to problem-solving. You will have the opportunity to build technical knowledge in the pensions and financial services industry while contributing to a supportive team atmosphere. If you are passionate about client service and eager to grow in your career, this position is perfect for you.

Flex-time

Private healthcare

Company pension scheme

Regular company events

Support for industry-recognised qualifications

Experience in client services or customer service is preferred.
Strong proficiency in Microsoft Office is essential.

Manage applications and ensure seamless communication with clients.
Respond to client inquiries via phone and email, ensuring exceptional service.
Assist with onboarding new clients and maintain accurate records.

Client Service Experience

Communication Skills

Problem-Solving

Multitasking

High School Diploma

Relevant Certifications

Microsoft Office

Client Service Representative (Financial Services)

Location: Godalming

Salary: £25,000 – £32,000

My client, who is based in Godalming, is looking for someone to join their team in the Financial Services Industry. They are keen to recruit someone who has an interest in Financial Services and can work in a fast-paced environment with the confidence to build relationships over the phone. The ideal candidate will have experience in client services or customer service.

Daily Duties

Managing applications, handling correspondence, and ensuring seamless communication with clients and advisers.
Maintaining accurate records of sales activities, customer interactions, and applications in progress.
Liaising with other departments to ensure timely delivery of products and services.
Responding to client and adviser enquiries via phone and email, ensuring exceptional service.
Processing and checking application documents, supporting the onboarding of new clients.
Assisting with external due diligence and compliance reports/requests.
Helping clients and advisers access our Online Portal.
Building technical knowledge of the pensions and financial services industry.
Speaking with clients and advisers about our products, services, and fees.
Producing professional illustration reports for advisers.

Experience Required

Experience in administration (preferably in a sales environment, but not essential).
Strong proficiency in Microsoft Office (Word, Excel, PowerPoint).
Excellent verbal and written communication skills with great attention to detail.
A proactive, problem-solving mindset with the ability to take initiative.
The ability to multitask and prioritise workload effectively in a fast-paced environment.
A professional and confident telephone manner.
A team player attitude with a willingness to learn and develop.

Benefits