Job Summary

Customer Service Financial Services

bath,somerset | - £20k-£22k | Customer Service

Recruiter: Juice Recruitment Ltd

Juice Recruitment is recruiting for a Client Service Executive to join an award winning and progressive financial services company based in Bath. This is a 6-month contract, which could go permanent.

This is a great opportunity to join a growing company that really invests in its employees by offering continuous support, training and opportunity to undertake further qualifications. Training includes, formal classroom style training, 1-2-1, regular feedback and evaluation.

The successful candidate will be the initial contact for clients and responsible for:

  • Managing calls and delivering excellent customer service.
  • Supporting client enquiries on any investment or pensions related enquiry.
  • Training advisers on using the in house portal.
  • Owning and managing relationships with advisers / 3rd parties / Sales teams and 3rd party service providers.
  • Supporting clients by investigating and resolving any complex queries on the software.
  • Meeting all financial Conduct Authority regulations.
  • Being an involved member of the team, providing support and training to team members.

This role is suited to candidates... More

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