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- Tasks: Manage client queries and build relationships with High-Net-Worth and Corporate clients.
- Company: Join a unique financial services organisation focused on exceptional customer service.
- Benefits: Enjoy free parking, a generous pension, and 30 days holiday plus Bank Holidays.
- Why this job: Be part of a growing team that values initiative and offers potential hybrid working.
- Qualifications: Strong data entry, numeracy, and MS Office skills are essential; attention to detail is a must.
- Other info: Office-based role with a Monday-Friday schedule, initial training provided.
The predicted salary is between 28800 - 43200 £ per year.
Do you have recent experience of dealing with HNW or Corporate Customers? Are you able to build strong relationships with customers and colleagues? If so, then we would like to hear from you. Our client, a unique financial services organisation, are looking for a Customer Service Representative to join their growing Corporate and Private Client team. As a Customer Service Representative within the Corporate and Private Client team you will work closely with a team of Account Managers, managing portfolios of High-Net-Worth and Corporate clients. A typical day will see you: * Managing client email and telephone queries * Building relationships with customers and colleagues * Administering clients bespoke portfolios * Updating information on the company\’s CRM This position demands a high degree of initiative and flexibility. Attention to detail and high levels of organisational and communication skills are essential, as are: * Strong data entry skills * High levels of numeracy * The ability to work to tight deadlines * Good MS Office skills The role is office-based Monday-Friday, 9am-5pm, for an initial training period, after which there is the potential for hybrid working. The client offers excellent benefits including, free on-site parking, a generous pension, and 30 days holiday plus Bank Holidays. If you are highly motivated, pro-active, flexible and thrive on delivering exceptional customer service then this is the role for you! To apply please send your CV or call Gareth in the office for more details
Customer Service Representative -Corporate and Private Client employer: PDR Solutions Ltd
Contact Detail:
PDR Solutions Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Service Representative -Corporate and Private Client
✨Tip Number 1
Make sure to highlight your experience with High-Net-Worth (HNW) and corporate clients during any conversations or networking opportunities. This will show that you understand the unique needs of these customers and can handle their queries effectively.
✨Tip Number 2
Familiarise yourself with common CRM systems used in the financial services sector. Being able to discuss your proficiency with these tools can set you apart from other candidates and demonstrate your readiness for the role.
✨Tip Number 3
Prepare examples of how you've successfully managed client relationships in the past. Be ready to share specific instances where your attention to detail and organisational skills made a positive impact on customer satisfaction.
✨Tip Number 4
Showcase your ability to work under pressure by discussing any relevant experiences where you met tight deadlines. This will illustrate your capability to thrive in a fast-paced environment, which is crucial for this role.
We think you need these skills to ace Customer Service Representative -Corporate and Private Client
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your recent experience with High-Net-Worth (HNW) and Corporate Customers. Emphasise your account management skills and any relevant achievements that demonstrate your ability to manage client portfolios effectively.
Showcase Communication Skills: In your application, provide examples of how you've built relationships with clients and colleagues in previous roles. Highlight your communication skills, as they are essential for managing client queries and processing payments.
Detail Your Organisational Skills: Since the role requires high levels of organisation and attention to detail, include specific instances where you successfully managed multiple tasks or projects. Mention your experience with CRM systems and data entry to showcase your technical proficiency.
Express Your Motivation: Convey your enthusiasm for delivering exceptional customer service in your cover letter. Explain why you are a good fit for the role and how your proactive approach aligns with the company's values and goals.
How to prepare for a job interview at PDR Solutions Ltd
✨Showcase Your Experience with HNW and Corporate Clients
Be prepared to discuss your recent experiences dealing with High-Net-Worth and Corporate customers. Highlight specific examples where you successfully managed accounts, resolved queries, or built strong relationships.
✨Demonstrate Attention to Detail
Since the role requires accurate record keeping and data entry, be ready to provide examples of how you've maintained meticulous records in previous positions. Mention any systems or processes you used to ensure accuracy.
✨Highlight Your Communication Skills
Effective communication is key in this role. Prepare to discuss how you've effectively communicated with clients and colleagues in the past, especially in high-pressure situations or when managing tight deadlines.
✨Familiarise Yourself with CRM Systems
As updating information on the company's CRM is part of the job, it’s beneficial to mention any experience you have with CRM software. If you haven't used one before, research common features and functionalities to show your willingness to learn.
