Personal Case Manager - Page Personnel Secretarial & Business Support : Job Details

The Personal Case Manager will Be working in a busy customer service department within the retail industry. The role is based in Reading and requires a detail-oriented individual with strong interpersonal skills and ability to deal with complaints.

Client Details

Our client is a leading retailer with a significant footprint in the industry. With a substantial number of employees, they consistently deliver top-tier services to their customers, making them a respected and reputable player in the retail sector.

Description

• Deal with Customer Queries by telephone and email
• Play a key role in a busy contact centre dealing with queries and complaints
• Develop and implement case management plans.
• Assess client needs and provide appropriate financial solutions.
• Coordinate with various teams to ensure client satisfaction.
• Monitor and track client progress and adjust plans as needed.
• Ensure compliance with financial regulations and standards.
• Maintain accurate and up-to-date client records.
• Produce regular reports on client progress and financial status.

Profile

A successful Personal Case Manager should have:

• Relevant experience in a busy Customer Service/Contact Centre
• Strong knowledge of financial planning and portfolio management.
• Excellent communication and interpersonal skills.
• Proficiency in using financial software and tools.
• Proven problem-solving abilities and attention to detail.

Job Offer

• A competitive salary range of circa £27,000
• An inclusive and supportive company culture.
• Generous holiday leave.
• Opportunities for professional growth and development.

This is a fantastic opportunity for a Personal Case Manager looking to enhance their career in the retail industry. If this sounds like the right fit for you, we encourage you to apply.