Personal Case Manager

4 weeks ago


Reading, Reading, United Kingdom Page Personnel Secretarial & Business Support Full time

The Personal Case Manager will Be working in a busy customer service department within the retail industry. The role is based in Reading and requires a detail-oriented individual with strong interpersonal skills and ability to deal with complaints.

Client Details

Our client is a leading retailer with a significant footprint in the industry. With a substantial number of employees, they consistently deliver top-tier services to their customers, making them a respected and reputable player in the retail sector.

Description

  • Deal with Customer Queries by telephone and email
  • Play a key role in a busy contact centre dealing with queries and complaints
  • Develop and implement case management plans.
  • Assess client needs and provide appropriate financial solutions.
  • Coordinate with various teams to ensure client satisfaction.
  • Monitor and track client progress and adjust plans as needed.
  • Ensure compliance with financial regulations and standards.
  • Maintain accurate and up-to-date client records.
  • Produce regular reports on client progress and financial status.

Profile

A successful Personal Case Manager should have:

  • Relevant experience in a busy Customer Service/Contact Centre
  • Strong knowledge of financial planning and portfolio management.
  • Excellent communication and interpersonal skills.
  • Proficiency in using financial software and tools.
  • Proven problem-solving abilities and attention to detail.

Job Offer

  • A competitive salary range of circa £27,000
  • An inclusive and supportive company culture.
  • Generous holiday leave.
  • Opportunities for professional growth and development.

This is a fantastic opportunity for a Personal Case Manager looking to enhance their career in the retail industry. If this sounds like the right fit for you, we encourage you to apply.


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