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 a supportive work environment.
- Why this job: Join a dynamic team and make a difference in clients' financial journeys.
- Qualifications: Customer service experience, preferably in retail or financial services.
The predicted salary is between 25000 - 32000 € 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 are 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 in Kent 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, this role offers the chance to engage with clients while benefiting from comprehensive training and growth opportunities in a thriving environment. Located in a vibrant area, employees enjoy a collaborative atmosphere that fosters innovation and teamwork.
StudySmarter Expert Advice🤫
We think this is how you could land Client Services Advisor in Kent
✨Tip Number 1
Network like a pro! Reach out to your connections in the Financial Services industry and let them know you're on the hunt for a Client Services Advisor role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those calls! Since this role involves a lot of communication, practice your phone skills. Role-play with a friend or family member to get comfortable discussing customer service scenarios and product knowledge.
✨Tip Number 3
Show off your customer service experience! When you get the chance to chat with potential employers, highlight your previous roles in retail or office environments. Share specific examples of how you've successfully handled customer queries and built relationships.
✨Tip Number 4
Don't forget to apply through our website! We make it super easy for you to find and apply for the Client Services Advisor position. Plus, it shows you're serious about joining our team and helps us keep track of your application.
We think you need these skills to ace Client Services Advisor in Kent
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Client Services Advisor role. Highlight your customer service experience and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share specific examples of your past experiences in customer service or sales that demonstrate your ability to connect with clients.
Showcase Your Communication Skills:As a Client Services Advisor, communication is key. In your application, make sure to showcase your written communication skills. Keep it clear, concise, and professional – we love a well-structured application!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s super easy and ensures your application gets to the right place. Plus, you’ll be one step closer to joining our fantastic team!
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 understand the importance of client satisfaction.
✨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 Active Listening
During the interview, practice active listening by summarising what the interviewer says and asking clarifying questions. This not only shows that you're engaged but also reflects the skills you'll need when liaising with clients and addressing their queries.
✨Prepare Questions for Them
Have a few thoughtful questions ready to ask at the end of the interview. This could be about the team culture, training opportunities, or how success is measured in the role. It shows that you're genuinely interested in the position and helps you assess if it's the right fit for you.
