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Customer Relations
2 weeks ago
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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