Customer Service Specialist

3 weeks ago


Swindon, United Kingdom ACS Staffing Solutions Full time

Client Service Specialist  Swindon £27,000 Monday - Friday 8:30-17:00 Are you a strong administrator with great customer & client service skills? Do you have experience in financial services? Provide technical support to the team
Use initiative to locate answers and helps others use their initiative to locate answers
Communicate with practice & office manager regarding any potential issues
Liaise with clients to provide help and information on technical issues queries raised
Liaise with tax and trusts, pensions marketing and asset management regarding contentious issues and solution solving by removing work from our Advisers/Paralegals.
Show willingness to expand and increase knowledge of all areas of financial services – specifically pensions, investments and tax and trusts
Supporting new members of the team.
Personally managing Salesforce workflow
Ability to work autonomously, remotely and within a team
Comfortable with electronic data systems
Experience of Microsoft Outlook, Excel & Word
Be willing to take and pass SJP Pensions Certificate and Diploma
Company bonus
~25 days holiday that increases 1 day each year
~ Generous pension scheme
~ Company celebration gifts
~ Life cover
~ 3 days office based, 2 days home based after probation 



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