Customer Success Specialist

3 weeks ago


London, United Kingdom Customer Management Resourcing (CMR) Full time

**Customer Success Specialist (Contractor)**

**Salary: £180-200 day rate Inside IR35**

**Duration: 6-12 months**

**Hybrid Working (Central London)**

We have the perfect opportunity for an experienced Customer Success Specialist to join an International Asset Management firm based in Central London. Have you got excellent experience in Financial Services and Customer Service? Then this will be a fantastic opportunity for your career development working beside an industry leader in Wealth Management.

**Key Responsibilities**:

- Taking high-volume inbound enquiries regarding personal investment - including ISAs and Pensions.
- Communicate optimally with clients and third parties keeping them informed of change/issues.
- Collaborate closely with contracted third party on service delivery.
- Handle client data for internal recordkeeping purposes. Produces management information and internal updates on client activity.
- Assess client needs, expectations and behaviours as a basis for recommending service enhancements.
- Identify areas for improvement across internal and external processes and services that may or may not be customer impacting.

**Key Requirements for Consideration**:

- A minimum of 4 years’ experience with Financial Services Customer Service.
- Experience handling Pensions and Personal Investment products desired but not essential.
- Ability to provide outstanding levels of customer service at all times.
- Experience of adhering to regulatory requirements.
- Ability to work and adhere to SLA’s

**Job Types**: Full-time, Temporary contract, Fixed term contract
Contract length: 6 months

**Salary**: £180.00-£200.00 per day

**Benefits**:

- Casual dress
- Company events

Schedule:

- Monday to Friday

Ability to commute/relocate:

- London: reliably commute or plan to relocate before starting work (required)

Work Location: Hybrid remote in London



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