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Apprentice Financial Client Services Executive
4 months ago
Exciting Apprenticeship Opportunity: Trainee Client Service Apprentice I'm thrilled to present an exceptional apprenticeship opportunity on behalf of our esteemed client in the financial services sector. 7 Our client, a dynamic firm dedicated to delivering top-notch client service, is eagerly seeking a motivated individual to join their team as a Trainee Client Service Apprentice. Position: Trainee Client Service Apprentice Location: Birmingham Working Hours: Monday - Friday, 9:00 AM - 5:00 PM Salary: £7.50 per hour About Our Client: We are delighted to represent our esteemed client, a prominent player in the financial services sector. Renowned for their commitment to excellence in client service, our client is currently seeking a driven individual to join their team as a Trainee Client Service Apprentice. Key Requirements: Our client is searching for candidates who embody the following essential qualities:
- Quick Learner: Ability to rapidly absorb and apply new information.
- Service Excellence: A positive and customer-centric attitude.
- Communication Skills: Strong verbal and written communication abilities.
- IT Proficiency: Competency in Microsoft Excel & Microsoft Word.
- Team Player: Collaborative spirit with the ability to work effectively within a team.
- Telephone Etiquette: Professional and clear communication skills.
- Attention to Detail: Meticulous approach to tasks to ensure accuracy.
- Educational Standards: Minimum pass grade of 4 in Mathematics and English.
- Handling general enquiries and correspondence with finesse.
- Engaging clients, solicitors, and providers via various communication channels.
- Managing incoming post and maintaining accurate records.
- Organizing and updating policy records efficiently.
- Generating both standard and tailored responses to queries.
- Assisting in the preparation of client reports and reviews.
- Obtaining and presenting quotations for financial products.
- Learning the intricacies of platform operations and new business processing.
- Ensuring adherence to compliance regulations and procedures.
- Providing valuable support to advisers and managers as required.
