At a Glance
- Tasks: Engage with customers, answer queries, and provide tailored product advice.
- Company: Leading firm in the Financial Services industry with a focus on growth.
- Benefits: Full-time role with competitive salary and opportunities for career advancement.
- Other info: Exciting growth phase with potential for personal and professional development.
- Why this job: Join a dynamic team and make a real difference in customer experiences.
- Qualifications: Customer service experience, preferably in retail or financial services.
The predicted salary is between 30000 - 40000 € per year.
Our client, a leading business in the Financial Services industry is seeking a Client Services Advisor to join their team on a full-time, permanent basis. Due to an exciting period of growth, our client is looking for a customer-focused individual to join their team where you will be liaising with existing customers, discussing their current situations whilst outlining the best and most suitable products moving forward. This is the ideal opportunity for someone with previous customer service experience either from a Retail or office background, ideally from a Financial Services background or similar. This would also be the ideal role for someone with a background in Sales or a role where you’re used to liaising with customers on a regular basis.
Key Responsibilities:
- Answering inbound and making outbound calls to clients
- Dealing with enquiries via email and acting as the first point of contact for queries
- Act as the first point of contact for any customers with any product-related queries whilst liaising with other departments within the business
- Updating and taking notes in internal systems and databases
- Taking payments over the phone from customers
- Liaise with third parties such as Mortgage Brokers and Solicitors to confirm client details
- Chasing other departments for outstanding documentation
Key Experience:
- Previous customer service experience either in an office environment
Client Services Advisor employer: James Frank Associates
Join a dynamic team at a leading Financial Services firm that prioritises employee development and a supportive work culture. With a focus on customer satisfaction, you will thrive in an environment that encourages growth through training and mentorship, while enjoying competitive benefits and a collaborative atmosphere in a vibrant location. This is not just a job; it's a chance to build a rewarding career with a company that values its people.
StudySmarter Expert Advice🤫
We think this is how you could land Client Services Advisor
✨Tip Number 1
Get to know the company inside out! Research their values, products, and recent news. This will help us tailor our conversations during interviews and show that we’re genuinely interested in being part of their team.
✨Tip Number 2
Practice makes perfect! Role-play common interview questions with a friend or in front of the mirror. This will help us articulate our customer service experience confidently and clearly when it counts.
✨Tip Number 3
Network like a pro! Reach out to current or former employees on LinkedIn. They can provide insider tips about the company culture and what they look for in a Client Services Advisor.
✨Tip Number 4
Don’t forget to follow up! After an interview, send a quick thank-you email. It shows our enthusiasm for the role and keeps us fresh in their minds as they make their decision.
We think you need these skills to ace Client Services Advisor
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the Client Services Advisor role. Highlight any customer service experience you have, especially in financial services or sales, to show us you're the right fit!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about customer service and how your background makes you a great candidate for this position. Keep it friendly and professional!
Showcase Your Communication Skills:Since this role involves a lot of liaising with clients and other departments, make sure your application demonstrates your strong communication skills. Use clear and concise language to show us you can handle inquiries effectively.
Apply Through Our Website:We encourage you to apply directly through our website for the best chance of getting noticed. It’s super easy, and we can’t wait to see your application come through!
How to prepare for a job interview at James Frank Associates
✨Know Your Customer Service Basics
Brush up on your customer service skills and be ready to share specific examples from your past experiences. Think about how you've handled difficult situations or gone the extra mile for a customer, as this will show your potential employer that you’re a great fit for the role.
✨Familiarise Yourself with Financial Products
Since the role involves discussing financial products, take some time to research common offerings in the financial services industry. Being able to speak knowledgeably about these products will impress your interviewers and demonstrate your commitment to the role.
✨Practice Your Communication Skills
As a Client Services Advisor, clear communication is key. Practice articulating your thoughts clearly and concisely. You might even want to do a mock interview with a friend to get comfortable with answering questions and explaining concepts.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the company culture, team dynamics, and growth opportunities. This not only shows your interest in the role but also helps you determine if the company is the right fit for you.
