At a Glance
- Tasks: Join our dynamic client services team, handling calls and qualifying mortgage leads.
- Company: DNA is a rapidly growing financial services firm with a top-notch mortgage advice team.
- Benefits: Enjoy a £25,000 salary, monthly bonuses, 34 days off, and a supportive team culture.
- Other info: Hybrid working available; full-time position based in Halifax, West Yorkshire.
- Why this job: This role offers fast-paced growth, career progression, and the chance to make a real impact.
- Qualifications: 1+ years in a similar role preferred; strong communication and resilience are key.
The predicted salary is between 20000 - 30000 £ per year.
DNA Financial Solutions is a forward-thinking financial services business dedicated to helping our customers with property finance, insurance, and protection needs. We pride ourselves on providing first-class office facilities, fostering a growth-oriented culture, and offering career progression opportunities across all areas of the business.
Summary
This role is within our fast-paced & pro-active client services team.
You will be responsible for answering incoming calls to the business, and predominantly qualifying new mortgage and finance leads by promptly contacting clients to discuss their requirements. You will become a subject matter expert across our services and the mortgage and finance industry, deep diving in to client circumstances and needs in order to successfully progress mortgage enquiries and arranging bookings with the relevant teams.
This role welcomes driven and resilient individuals directly into a fast-paced work environment that offers complex and specialist mortgage advice to clients.
You will ideally have recent experience in a similar telephony position in a professional environment where you are frequently on the telephone making outbound calls, or as a broker previously.
Responsibilities
- Build and maintain strong relationships with clients to understand their financial needs.
- Utilize Salesforce to manage client information and track interactions.
- Collaborate with internal teams to ensure seamless service delivery.
- Analyze client data to identify opportunities for cross-selling and upselling.
- Keep abreast of industry regulations and product updates.
- Maintain high levels of customer satisfaction through professional communication.
What do you need?
- Excellent communication and interpersonal skills.
- 1 years+ experience in a similar role – preferably in financial services but not a necessity
- Strong analytical abilities to interpret client data.
- Ability to work independently and as part of a team.
- proactive approach to customer service.
What's in it for you?
- £25,000 per annum
- Monthly bonus structure
- 25 days paid leave + bank holidays + birthday
Client Services Executive in Halifax employer: DNA Financial Solutions
DNA Financial Solutions is an exceptional employer, offering a dynamic and supportive work environment in the heart of Halifax, West Yorkshire. With a strong focus on employee growth, we provide comprehensive training and career progression opportunities within our fast-paced client services team. Enjoy competitive benefits including a monthly bonus structure, generous leave, and a friendly team culture that values integrity and resilience.
StudySmarter Expert Advice🤫
We think this is how you could land Client Services Executive in Halifax
✨Tip Number 1
Familiarise yourself with the mortgage and finance industry. Understanding key terms and current trends will help you engage confidently with clients and demonstrate your expertise during conversations.
✨Tip Number 2
Practice your telephone skills. Since this role involves a lot of inbound and outbound calls, rehearse how to handle different client scenarios, ensuring you sound professional and approachable.
✨Tip Number 3
Network with professionals in the financial services sector. Attend local events or join online forums to connect with others in the industry, which can provide valuable insights and potentially lead to referrals.
✨Tip Number 4
Showcase your resilience and proactive approach in interviews. Prepare examples from your past experiences where you've successfully handled challenging situations or exceeded client expectations.
We think you need these skills to ace Client Services Executive in Halifax
Some tips for your application 🫡
Understand the Role:Read the job description carefully to understand the responsibilities and requirements of the Client Services Executive position. Tailor your application to highlight relevant experience, especially in telephony and client interaction.
Highlight Relevant Experience:Emphasise any previous roles where you handled inbound and outbound calls, particularly in a financial services context. Use specific examples to demonstrate your communication skills and proactive approach.
Craft a Strong Cover Letter:Write a compelling cover letter that showcases your enthusiasm for the role and the company. Mention your understanding of the mortgage and finance industry and how your skills align with the company's growth culture.
Proofread Your Application:Before submitting, thoroughly proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in client-facing roles.
How to prepare for a job interview at DNA Financial Solutions
✨Showcase Your Communication Skills
As a Client Services Executive, strong communication is key. During the interview, demonstrate your ability to articulate clearly and listen actively. Practice common interview questions and focus on conveying your thoughts in a concise manner.
✨Research the Company and Industry
Familiarise yourself with DNA Financial Solutions and the mortgage industry. Understanding their services and recent trends will help you answer questions more effectively and show your genuine interest in the role.
✨Prepare for Role-Specific Scenarios
Think about scenarios you might encounter in this role, such as handling difficult clients or qualifying leads. Prepare examples from your past experience that highlight your problem-solving skills and resilience in a fast-paced environment.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready. This could be about the team culture, career progression opportunities, or specific challenges the client services team faces. It shows your enthusiasm and helps you gauge if the company is the right fit for you.
