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Customer Service Representative

3 months ago

Leicester, United Kingdom Mattioli Woods plc Full time

Customer Service Representative

**About Us:**

We specialize in offering personalized investment strategies and comprehensive financial planning to individuals, families, and institutions. Our commitment to excellence and client satisfaction has made us a trusted name in the industry.

**Role Overview:**

As a Customer Service Representative, you will be the first point of contact for our valued clients. Your role is crucial in maintaining our high standards of service and ensuring a seamless experience for all client interactions. You will handle inquiries, provide information about our products and services, and resolve any issues with professionalism and efficiency.

**Key Responsibilities:**

- Respond promptly to client inquiries via phone, email, and in-person interactions.

- Provide detailed information about our wealth management services, products, and account options.

- Assist clients with account management, including account setup, maintenance, and troubleshooting.

- Resolve client issues effectively, ensuring high levels of client satisfaction.

- Coordinate with internal teams to ensure timely and accurate delivery of services.

- Maintain up-to-date knowledge of company offerings and industry trends.

- Document client interactions and follow up to ensure outstanding issues are resolved.

- Support the sales and advisory teams with client onboarding and administrative tasks.