Client Services Advisor

3 weeks ago

Hinckley, United Kingdom YOPA Full time

We are looking for a proactive and customer-centric Client Services Advisor to become a vital part of our growing team. This position offers an exceptional opportunity for individuals who are passionate about building a successful career in financial services. In this role, you will be instrumental in guiding our clients through their financial journey, providing essential support every step of the way. ?? Key Responsibilities ????? Client Support Act as the first point of contact for client enquiriesDeliver exceptional service and a positive experience across every touchpoint ?? Sales Development Use your sales skills to build relationships with Yopa clientsBook financial services appointments and introduce relevant products and services ?? Appointment Scheduling Coordinate and manage appointments for our broker teamEnsure seamless client handovers and diary accuracy ??? Administration Maintain up-to-date client records and process documentationSupport case completion in line with FCA compliance standards �? Career Progression Join our structured 18-month* development programmeComplete your CeMAP qualification, with full support from our teamTransition int...

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