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 permanent role with growth opportunities and a supportive team.
- Other info: Dynamic environment 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 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, 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 in Kings Hill where your customer service skills will be valued and nurtured within a leading Financial Services firm. Our supportive work culture fosters professional growth, offering you the chance to develop your career while making a meaningful impact on clients' financial journeys. With a focus on collaboration and innovation, we provide a rewarding environment that encourages you to thrive and succeed.
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 way, when you chat with them, you can show off your knowledge and enthusiasm for what they do.
✨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 scenarios with a friend or family member to get comfortable.
✨Tip Number 3
Network like a pro! Connect with current employees on LinkedIn or attend industry events. This can give you insider info and might even lead to a referral, which is always a bonus!
✨Tip Number 4
Don’t forget to follow up after interviews! A quick thank-you email can leave a lasting impression and shows that you’re genuinely interested in the role. Plus, it keeps you on their radar!
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 reflects the skills and experience mentioned in the job description. Highlight any customer service or sales roles you've had, especially if they relate to the Financial Services industry. We want to see how you can bring your unique background 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 the Client Services Representative role. Share specific examples of how you've successfully handled customer queries or worked in a fast-paced environment. We love a good story!
Show Off Your Communication Skills:Since this role involves liaising with clients and colleagues, make sure your written application showcases your communication skills. Keep your language clear and professional, but don’t be afraid to let your personality shine through. We appreciate authenticity!
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 ensures your application goes straight to the right people. Plus, we’re excited to see what you bring to the table!
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨Know Your Customer Service Basics
Brush up on your customer service skills and be ready to share examples from your past experiences. Think about situations where you successfully resolved issues or went above and beyond for a customer, as this will show your potential employer that you're the right fit for their team.
✨Familiarise Yourself with Financial Services
Even if you don't have direct experience in financial services, do some research on the industry. Understand common products and services offered, and be prepared to discuss how your previous roles can translate into this new environment. This will demonstrate your enthusiasm and willingness to learn.
✨Practice Your Communication Skills
Since the role involves liaising with clients and third parties, practice clear and confident communication. You might want to role-play common scenarios with a friend or family member, focusing on how to handle inquiries and provide solutions effectively.
✨Prepare Questions for Them
Interviews are a two-way street, so prepare thoughtful questions to ask your interviewers. Inquire about the team dynamics, training opportunities, or what success looks like in this role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
