Banking Customer Advisor
2 weeks ago
Client Service Representative
12 Month Contract
£55,000 per annum (PAYE)
My high-profile banking client is seeking a dynamic and experienced Client Service Representative (CSR) to join their team. Your primary responsibilities will include providing exceptional client support, managing trades and positions, and handling inquiries across the derivatives space. This position demands outstanding customer service skills to enhance overall client relationships. This is a hybrid role 3 days a week office based and 2 days a week remote, Monday to Friday 08:00 - 18:00 (some weekend work may be required).
Serve as the central point of contact for clients, conducting research and internal outreach to address client queries and escalations.
Coordinate outreach efforts and understand clients' intentions regarding trading activities and options expires.
Collaborate with Client Service Relationship Managers to prioritise and resolve client issues effectively.
Work with clients to promote self-service opportunities and streamline processes.
Demonstrated ability to work independently, take ownership of tasks, and evaluate risk elements effectively.
Proficiency in Microsoft Excel, Word, and PowerPoint.
Belief in the value of diversity to meet the diverse needs of clients and employees.
Pontoon is an employment consultancy. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, and more. We do this by showcasing their talents, skills, and unique experience in an inclusive environment that helps them thrive
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