Client Services Assistant
3 weeks ago
The role includes:
- Acting as a first point of contact to clients
- Obtaining client details and required information in order to check eligibility for them to pursue a claim
- Making outbound and taking inbound calls from/to clients in order to assist them in beginning their claim
- Dealing with a variety of individuals and present issues, including those who are distressed
- Ensuring claims are processed in a swift and efficient manner by obtaining relevant documentation, and carrying out KYC and AML checks
- Collating data accurately and effectively
- Maintaining communication with all relevant teams
- Maintaining confidentiality and discretion when dealing with any enquiries, or sensitive information obtained as part of the role.
- Carrying out any other tasks deemed necessary by the Management Team
**About You**
- Always maintaining a professional and responsible attitude
- Achieving results as part of a busy team
- Able to organise and prioritise workload accordingly to ensure work is completed within a timely manner
- Communicating effectively with a wide variety of people
- Accurately recording information onto the systems
- Excellent attention to detail
- Commercially aware
- Confident with Word, Excel and Outlook
- A positive and proactive attitude
- Goal orientated with a strong desire to improve and succeed
**Salary**: £18,000.00-£20,000.00 per year
Schedule:
- Monday to Friday
Work Location: In person
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