Client Representative

2 months ago


Glasgow, United Kingdom CONNECTED L GROUP Full time

Are you a dynamic communicator with a passion for building lasting client relationships? We want you on our team

**Responsibilities**:

- Serve as the main point of contact for clients, providing exceptional customer service and building strong relationships
- Analyze client needs and financial goals to recommend appropriate products and services
- Communicate effectively with clients to understand their financial objectives and provide tailored solutions
- Collaborate with internal teams to ensure seamless delivery of services to clients
- Stay up-to-date on industry trends, regulations, and best practices to provide informed advice to clients

**Requirements**:

- Previous experience in financial services or a related field is preferred
- Strong analytical skills to assess client needs and recommend appropriate solutions
- Excellent communication skills, both verbal and written, to effectively interact with clients and internal teams
- Ability to work independently and prioritize tasks in a fast-paced environment
- Detail-oriented with a high level of accuracy in data entry and documentation

**Job Types**: Full-time, Permanent

**Salary**: From £25,214.36 per year

**Benefits**:

- Company events
- On-site parking

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme
- Performance bonus

Ability to Commute:

- Glasgow (preferred)

Work Location: In person



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