Customer Relations

2 weeks ago


London, Greater London, United Kingdom Primary Finance Full time
London (Hybrid)

Full Time

Role Description

Duties and Responsibilities

  • Contact requests / support tickets
  • Telephone callbacks
  • Virtual and inperson meetings
  • Contributing during webinars and company events (answering questions, ushering)
  • Scheduling calls and routing customers between departments, communicating with larger team
  • Communicating with investors and prospective customers
  • Processing sensitive client documents (ID, bank statements)
  • Carrying out due diligence checks on clients, to include Know Your Customer (KYC) and Anti-MoneyLaundering (AML) checks
  • Understanding the various products and services offered by the company and being able to explain it to the customer concisely and effectively
  • General Administrative tasks across the company

Key Skills and Experience

  • Strong experience of call handling and managing customer expectations
  • Strong experience of dealing with customer queries effectively
  • Good interpersonal and teamworking skills
  • Strong written communication skills
  • Experience using software including MS Office, Cloud storage platforms and CRM tools to manage, track and update customer journeys preferred

Benefits

  • Attractive salary + bonus
  • Annual Training budget
  • Flexible and hybrid working atmosphere
  • Pension scheme
  • 28day holiday allowance (excluding Bank Holidays)
  • 4 duvet mornings per year
  • 1 charity day
  • Team activity events throughout the year
  • Breakfast and lunch learning sessions in the office
  • 100s of high street perks and discounts
  • Employee share scheme (to be finalised)
  • Medical benefits (to be finalised)
  • Electric car and bike scheme (to be finalised)


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