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- Tasks: Manage inbound and outbound calls while identifying customer needs and maintaining records.
- Company: Leading financial advisory firm in the UK with a focus on client engagement.
- Benefits: Flexible working options, pension scheme, and professional development opportunities.
- Why this job: Join a dynamic team and enhance your communication skills in a supportive environment.
- Qualifications: Excellent communication skills, self-motivated attitude, strong IT skills, and call handling experience.
- Other info: 12-month fixed-term contract with potential for growth.
The predicted salary is between 30000 - 42000 £ per year.
A leading financial advisory firm in the UK is seeking a Client Engagement Executive for a 12-month fixed-term contract. This full-time role involves managing inbound and outbound calls, identifying customer needs, and maintaining accurate records.
Ideal candidates should possess:
- Excellent communication skills
- A self-motivated attitude
- Strong IT skills
- Prior experience handling calls
The position offers various benefits, including flexible working options, a pension scheme, and professional development opportunities.
Client Engagement Specialist: Inbound & Outbound Calls in Bromsgrove employer: AFH Wealth Management
Contact Detail:
AFH Wealth Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Engagement Specialist: Inbound & Outbound Calls in Bromsgrove
✨Tip Number 1
Practice your phone skills! Since the role involves a lot of inbound and outbound calls, try role-playing with a friend or family member. This will help you get comfortable with handling different types of conversations.
✨Tip Number 2
Research the company! Knowing about the financial advisory firm you're applying to can give you an edge. Familiarise yourself with their services and values so you can tailor your conversation during interviews.
✨Tip Number 3
Show off your IT skills! Be ready to discuss any relevant software or tools you've used in previous roles. If you have experience with CRM systems, make sure to highlight that during your calls.
✨Tip Number 4
Apply through our website! We want to see your application, and applying directly helps us keep track of your progress. Plus, it shows you're serious about joining our team!
We think you need these skills to ace Client Engagement Specialist: Inbound & Outbound Calls in Bromsgrove
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your communication skills and any relevant experience with inbound and outbound calls. We want to see how you can engage with clients effectively, so don’t hold back on showcasing your strengths!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Client Engagement Specialist role. Share specific examples of how you've identified customer needs in the past – we love a good story!
Show Off Your IT Skills: Since strong IT skills are a must, make sure to mention any relevant software or tools you’re familiar with. If you’ve used CRM systems or call management software, let us know – it’ll give you an edge!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy – just a few clicks and you’re done!
How to prepare for a job interview at AFH Wealth Management
✨Know Your Stuff
Before the interview, make sure you understand the financial advisory sector and the specific services the firm offers. Brush up on common client queries and how to address them effectively, as this will show your potential employer that you're proactive and knowledgeable.
✨Practice Makes Perfect
Since the role involves handling inbound and outbound calls, practice your communication skills. Role-play with a friend or family member to simulate call scenarios. Focus on clarity, tone, and how to identify customer needs quickly.
✨Show Off Your IT Skills
Be prepared to discuss your IT proficiency during the interview. Familiarise yourself with any software or tools commonly used in client engagement roles. If you have experience with CRM systems, be ready to share specific examples of how you've used them to enhance client interactions.
✨Highlight Your Self-Motivation
The job description mentions a self-motivated attitude, so come prepared with examples of how you've taken initiative in previous roles. Whether it’s improving a process or going above and beyond for a client, showcasing your drive will resonate well with the interviewers.