At a Glance
- Tasks: Engage with customers, answer queries, and provide tailored product advice.
- Company: Join a leading business in the Financial Services industry.
- Benefits: Full-time role with growth opportunities and a supportive team environment.
- Other info: Dynamic workplace with potential for career advancement.
- Why this job: Perfect for those passionate about customer service and looking to make an impact.
- Qualifications: Previous customer service or sales experience is preferred.
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 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
- Previous customer service experience either in an office environment, either in a customer service or sales role would be ideal
- Good communicator, confident liaising with colleagues, third parties and clients of all levels
- Able to work both independently and as part of a team
- Confident updating internal systems
- Able to work in an ever-changing environment, working towards tight deadlines whilst ensuring accuracy and attention to detail at all times
- Excellent customer service skills, confident being the first point of contact for queries
This is a fantastic opportunity for a Customer Service Adviser to join a thriving business who are leaders in the Financial Services industry. This would be a great role for someone looking to transition their experience into a Financial Services role or someone looking to move into a customer-focused position. CVs are being reviewed so please apply now for immediate consideration.
Client Services Representative. Job in Kings Hill LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
Join a dynamic team at a leading Financial Services company in Kings Hill, where your customer service skills will be valued and nurtured. With a strong focus on employee growth and a supportive work culture, you'll have the opportunity to develop your career while making a meaningful impact on clients' financial journeys. Enjoy a collaborative environment that encourages innovation and offers competitive benefits, making it an excellent place for those seeking rewarding employment.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Services Representative. Job in Kings Hill LilyLifestyle Jobs
✨Tip Number 1
Get to know the company inside out! Research their values, products, and recent news. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your communication skills! Since you'll be liaising with clients and colleagues, it’s crucial to sound confident and clear. Try role-playing common customer scenarios with a friend or family member.
✨Tip Number 3
Network like a pro! Connect with current employees on LinkedIn or attend industry events. This can give you insider tips and might even lead to a referral, which is always a bonus!
✨Tip Number 4
Don’t forget to follow up! After your interview, send a quick thank-you email to express your appreciation for the opportunity. It keeps you fresh in their minds and shows your enthusiasm for the role.
We think you need these skills to ace Client Services Representative. Job in Kings Hill LilyLifestyle Jobs
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your customer service experience, especially if it's from a retail or office background. We want to see how your skills align with the role of a Client Services Representative!
Show Off Your Communication Skills:Since you'll be liaising with clients and colleagues, it's crucial to demonstrate your communication prowess. Use clear and concise language in your application to reflect your ability to connect with others.
Highlight Relevant Experience:If you've worked in sales or have experience dealing with customer queries, make that stand out! We love seeing how your past roles can contribute to our team and the services we provide.
Apply Through Our Website:For the best chance of getting noticed, apply directly through our website. It’s quick and easy, and it ensures your application lands right where it needs to be!
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨Know Your Stuff
Before the interview, make sure you understand the company and its products. Research their services in the Financial Services industry and be ready to discuss how you can help customers with their needs.
✨Showcase Your Customer Service Skills
Prepare examples from your previous roles where you provided excellent customer service. Highlight situations where you resolved issues or improved customer satisfaction, as this will demonstrate your suitability for the Client Services Representative role.
✨Practice Your Communication
Since you'll be liaising with clients and third parties, practice clear and confident communication. You might want to do mock interviews with a friend or family member to get comfortable speaking about your experiences and answering questions.
✨Be Ready for Scenario Questions
Expect questions that assess how you'd handle specific customer situations. Think of scenarios where you had to deal with difficult customers or tight deadlines, and prepare your responses to show your problem-solving skills and ability to stay calm under pressure.