Client Representative

2 weeks ago


Leeds, Leeds, United Kingdom EXPERIENTIAL ADVISORY LTD Full time

Responsibilities:

  • Utilise Salesforce to maintain client records and interactions
  • Analyse client needs and provide suitable financial solutions
  • Handle client inquiries and resolve issues promptly and professionally
  • Collaborate with internal teams to ensure client satisfaction

Qualifications:

  • Proven experience in a clientfacing role within financial services
  • Strong communication skills with the ability to build rapport with clients
  • Ability to analyse client requirements and recommend appropriate solutions
  • Excellent organisational skills with attention to detail


Join us as a Client Representative and be part of a dynamic team dedicated to delivering outstanding service to our clients in the financial services industry.


Pay:
From £23,904.19 per year

Benefits:

  • Company events
  • Onsite parking
  • Paid volunteer time

Schedule:

  • Day shift
  • Monday to Friday

Supplemental pay types:

  • Yearly bonus

Ability to commute/relocate:

  • Leeds: reliably commute or plan to relocate before starting work (preferred)

Work Location:
In person

Application deadline: 30/06/2024
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