Client Service Adviser

3 months ago


Leeds, United Kingdom Equifax Full time

You'll be responsible for providing first class customer service to our clients who engage with our Client Support team for support on our product, services and technical support.

We’re looking for people who can demonstrate proactive management of the services provided to our clients by identifying and resolving issues quickly and ensuring permanent solutions are implemented. You’ll be comfortable with task management from a shared queue of day to day activities to ensure requests are within SLA and to the agreed quality.

**What you’ll do**:

- Proactively analyse client issues, take appropriate action and provide appropriate advice
- Coordinate with other areas of Equifax to ensure complete investigation of client query, and to own query through to resolution
- Handle complex inbound and outbound telephone calls to clients
- Work to a high standard of performance (quality, punctuality, attendance, productivity and flexibility)
- Work effectively as part of a high performing team
- Follows company and departmental procedures at all times
- Core operating hours are Monday - Friday between 8am-6pm, on a rotated shift basis between team members.

**What experience you need**:

- Have worked in a busy, fast paced B2B client facing role
- Customer focused role with excellent communication skills, both written and verbal
- Able to understand and resolve a range of technical issues for clients
- Have managed complaints professionally
- Good experience Microsoft Office and Google packages
- Must be able to work Monday - Friday between 8am-6pm

**What could set you apart**:

- Experience of using Salesforce

**#LI-KB1



  • Leeds, United Kingdom Mortgage and Protection Adviser Full time

    ** THERE IS NO NEED TO NETWORK IN THIS ROLE AS WE HOLD AN EXCLUSIVE RELATIONSHIP WITH A LEADING ESTATE AGENT AND OTHER SOURCES LEADING TO A DAILY FLOW OF LEADS** An exciting opportunity has arisen for a position as self-employed mortgage advisor within our forward thinking and energetic company. We are an independent brokerage in North Leeds which prides...


  • Leeds, United Kingdom Client Services Coordinator Full time

    Smart Works Leeds opened in November 2019. We support women from a range of different backgrounds and age groups back into employment by providing coaching so they feel more confident and start believing in their own ability to succeed. We also provide high-quality interview-appropriate clothing, shoes and accessories (theirs to keep) to wear for their job...

  • Client Service Adviser

    3 months ago


    Leeds, United Kingdom Equifax Full time

    You'll be responsible for providing first class customer service to our clients who engage with our Client Support team for support on our product, services and technical support. We’re looking for people who can demonstrate proactive management of the services provided to our clients by identifying and resolving issues quickly and ensuring permanent...

  • Mortgage Advisor

    3 weeks ago


    Leeds, United Kingdom Mr Mortgage Adviser Full time

    IBA Wealth Management are looking to recruit an experienced adviser for their Mr Mortgage Adviser team.- Mortgage & Protection Commissions paid weekly- Network Fees Covered by IBA- Fully Guaranteed Advice- 1-1 Training on Systems- Growth Opportunities- Compliance Safe- Admin SupportLeads / Prospects will be provided from a large existing client bank to...


  • Leeds, United Kingdom The Private Office Full time

    **Are you looking for a rewarding career in financial services with an expanding, forward thinking company?** **Do you have a friendly and approachable manner and take pride in providing a professional, high quality and personal service to clients?** **The Role** Your role will be to assist our Financial Advisers by providing full administrative support...

  • Mortgage Adviser

    4 weeks ago


    Leeds, United Kingdom Premier Jobs UK Limited Full time

    Are you looking to join a network that puts the results of their Mortgage Advisers first by ensuring they have all the tools available to succeed? This Mortgage Adviser job has full autonomy for you to manage your own diary and balance your work and family life. The Company This financial services network has built an excellent team of 50 Financial...


  • Leeds, Leeds, United Kingdom Financial Divisions Full time

    Join Our Team as a Financial AdviserWe are seeking a skilled Financial Adviser to take over a significant portion of our client's existing book of business. As a key member of our team, you will work closely with our Partner to provide exceptional client service and support.About the Role:Manage a portfolio of existing clients, providing holistic financial...


  • Leeds, Leeds, United Kingdom Financial Divisions Full time

    Join Our Team as a Financial AdviserWe are seeking a skilled Financial Adviser to take over a significant portion of our client's existing book of business. As a key member of our team, you will work closely with our Partner to provide exceptional client service and support.About the Role:Manage a portfolio of existing clients, providing holistic financial...


  • Leeds, Leeds, United Kingdom Financial Divisions Full time

    Financial Adviser Opportunity with Established Wealth Management FirmWe are working with a highly successful Chartered firm of Wealth Managers to recruit a Financial Adviser to take over a significant portion of their founding Adviser's book of business.The ideal candidate will have a Level 4 diploma qualification and at least 1 year's experience in a...


  • Leeds, Leeds, United Kingdom Financial Divisions Full time

    Financial Adviser Opportunity with Established Wealth Management FirmWe are working with a highly successful Chartered firm of Wealth Managers to recruit a Financial Adviser to take over a significant portion of their founding Adviser's book of business.The ideal candidate will have a Level 4 diploma qualification and at least 1 year's experience in a...

  • Insurance Adviser

    4 months ago


    Leeds, United Kingdom Careerstone Full time

    **Base Salary + Genuine OTE + Gym Membership + Buy / Sell Holiday + Restaurant Membership + Dental Care + Private Healthcare + Technology Discounts + Loyalty Rewards + Cashback & Vouchers + Life Cover + Income Protection + Mental Health Support + Training & Coaching Sessions + Much Much More** This is a fantastic opportunity to join one of the UK’s...


  • Leeds, Leeds, United Kingdom Financial Divisions Full time

    Financial Adviser Opportunity with Established Wealth Management FirmWe are working with a highly successful Chartered firm of Wealth Managers to recruit a Financial Adviser to take over a significant portion of their founding Adviser's book of business.The ideal candidate will have a Level 4 diploma qualification and at least 1 year's experience in a...


  • Leeds, Leeds, United Kingdom Financial Divisions Full time

    Financial Adviser Opportunity with Established Wealth Management FirmWe are working with a highly successful Chartered firm of Wealth Managers to recruit a Financial Adviser to take over a significant portion of their founding Adviser's book of business.The ideal candidate will have a Level 4 diploma qualification and at least 1 year's experience in a...


  • Leeds, Leeds, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job Title: Trainee Financial Adviser - LeedsArtemis Recruitment Consultants Ltd is seeking a highly motivated and ambitious individual to join their team as a Trainee Financial Adviser in Leeds. As a Trainee Financial Adviser, you will play a crucial role in advising clients on their financial needs and objectives.Key Responsibilities:Client Acquisition:...


  • Leeds, Leeds, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job Title: Trainee Financial Adviser - LeedsArtemis Recruitment Consultants Ltd is seeking a highly motivated and ambitious individual to join their team as a Trainee Financial Adviser in Leeds. As a Trainee Financial Adviser, you will play a crucial role in advising clients on their financial needs and objectives.Key Responsibilities:Client Acquisition:...

  • Protection Adviser

    4 weeks ago


    Leeds, United Kingdom CareerStone Full time

    Job Title: Protection Adviser Location: Leeds (Hybrid Working) Are you a driven individual with a passion for helping people secure their futures? We are offering an exciting opportunity for a Protection Adviser in our Leeds office. This role is perfect for someone who thrives in a dynamic environment and is looking for a rewarding career with fantastic...


  • Leeds, Leeds, United Kingdom The New Homes Group Full time

    {"title": "Trainee Mortgage Adviser", "subtitle": "Join The New Homes Group as a Trainee Mortgage Adviser and embark on a rewarding career in Financial Services.", "content": "We are seeking a highly motivated and customer-focused individual to join our team as a Trainee Mortgage Adviser. As a Trainee Mortgage Adviser, you will be responsible for providing...


  • Leeds, Leeds, United Kingdom The New Homes Group Full time

    {"title": "Trainee Mortgage Adviser", "subtitle": "Join The New Homes Group as a Trainee Mortgage Adviser and embark on a rewarding career in Financial Services.", "content": "We are seeking a highly motivated and customer-focused individual to join our team as a Trainee Mortgage Adviser. As a Trainee Mortgage Adviser, you will be responsible for providing...


  • Leeds, Leeds, United Kingdom Financial Divisions Full time

    Financial Adviser Opportunity with Established Wealth Management FirmWe are working with a highly successful Chartered firm of Wealth Managers to recruit a Financial Adviser to take over a significant portion of their existing client base.The ideal candidate will have a Level 4 diploma in Financial Advice and at least one year's experience in a Private...


  • Leeds, Leeds, United Kingdom Financial Divisions Full time

    Financial Adviser Opportunity with Established Wealth Management FirmWe are working with a highly successful Chartered firm of Wealth Managers to recruit a Financial Adviser to take over a significant portion of their existing client base.The ideal candidate will have a Level 4 diploma in Financial Advice and at least one year's experience in a Private...