Client Services Associate

2 weeks ago

Cambridge, Cambridgeshire, United Kingdom Insignis Cash Full time
The position will be mixed working both remotely and, in our Cambridge, office located in the Innovation Centre.

Requirements:

Responsibilities and Duties

Client Management:

We are seeking a friendly, highly skilled client services associate to make our clients feel valued and supported.

In this role, your duties include fostering positive client relations, managing enquiries, and promptly directing customer complaints to relevant departments.


To be successful in client services, you should exhibit extensive experience in a similar role and demonstrate a client-oriented approach.

A first-class client services representative builds positive business relationships and provides clients with individualised and professional support.

Key Responsibilities:

  • Ensuring a positive and professional client service experience.
  • Directing client complaints or complex queries to relevant departments in a timely manner.
  • Providing clients with technical assistance on products and services.
  • Expediting serious issues to management toward prompt resolution.
  • Building positive client relations by checking in regularly and following up on active processes.
  • Maintaining client records and documenting processes.
  • Identifying potential client services concerns and facilitating proactive intervention steps.
  • Obtaining postsales client feedback.
  • Keeping track of new products on offer, as well as emerging trends in client services. Recommending product improvements based on client services feedback.

System & Process Improvement:

You will be using our systems and processes every day and hearing direct client feedback on our platform first-hand.

We are always looking for ways to improve our systems to make a client's journey more seamless and we will value your ideas on how to do the following:

  • Make processes more efficient.
  • Make processes easier for clients.
  • Make the technology interface more userfriendly.
You will work in the Client Services team but will also work very closely with our Payments Team. Your role will be vital in actively expanding our client base and your team's work will directly impact the company's growth

Qualifications and Skills
We work in an FCA regulated environment, so we need bright, high-quality individuals with:

  • Honesty and integrity
  • Strong work ethic
  • Great communication skills
  • Attention to detail
  • Customer service experience
  • Excellent telephone skills
  • Capacity to excel in a fastpaced environment
  • Personable and friendly manner Great team player
Any experience in the following would also be useful, but not mandatory, for the role:

  • Financial or economic background or education
  • Familiarity with Microsoft Dynamics 365 CRM systems An understanding of wealth management and financial advisory business


We are always looking for new talent and we're open to different levels of experience from any sector and from graduates to experienced workers.

We want someone to enthusiastically engage with our business, the small team within it and the wider financial services marketplace.

With a good work ethic and lots of enthusiasm there is real potential to grow and develop with us.

Insignis Company Culture

Our culture is founded on six core values:

  • Integrity
  • Collaboration
  • Client Focused
  • Accuracy
  • Partnership
  • Tech-Led

Benefits

Company Benefits

  • 25 days holiday (plus Bank holidays)
  • Flexible working opportunities
  • Monthly happy hours and team lunches
  • Lunch and learn training sessions.
  • Further learning and development opportunities
  • Opportunity to work across office locations: London and Cambridge

Location
Cambridge office based 3 days a week.

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