Client Services Advisor - James Frank Associates : Job Details

Our client, a leading business in the Financial Services industry is seeking a Client Services Advisor to join their Servicing 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.

This is the ideal opportunity for someone with previous customer service experience either from a Retail or office background, or someone looking to kickstart their career in Financial Services who is confident liaising with colleagues and client of all levels over the phone.

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
• Updating and taking notes in internal systems and databases
• Taking payments over the phone from customers
• Chasing other departments for outstanding documentation

Key Experience:

• Previous customer service experience either in a Retail or office environment
• Good communicator, confident liaising with colleagues and clients of all levels
• Able to work both independently and as part of a team
• Confident updating internal systems
• 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 first role for someone or an excellent new opportunity for someone looking to transition into Financial Services.

CVs are being reviewed so please apply now for immediate consideration.