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Client Servicing Executive
4 weeks ago
**The Role**:
The Role is primarily about managing client communications to provide a high-quality of customer service. Between handling enquiries via incoming calls, general administrative tasks, updating customer accounts and dealing with correspondence, the Advisor is in the front line of client communication. A professional understanding of what makes first-class customer service is also important.
**Responsibilities**:
- Providing a focused and friendly service to all customers and prospects when providing quotations and assisting with queries, taking messages where appropriate
- Processing incoming and outgoing mail
- Maintaining secure, efficient and accurate filing systems
- Scanning incoming documentation and actioning or distributing it appropriately.
- Updating the computer system with diary events to trigger calls to customers or insures and then producing documents/correspondence as required.
- Maintaining an acceptable level of product knowledge by keeping up to date with product
**The person we are looking for will have**:
- A commitment to providing good customer service.
- Excellent telephone manners.
- Strong written and oral communication skills
- Attention to detail. - Focused and self-motivated
- Enthusiastic team player - Keen to learn and progress.
- Strong IT skills
- The ability to quickly and accurately enter information, produce documentation, and supply information.
- Good numeric skills and capable of multitasking
- Looking to progress and build a career within a successful expanding organisation.
**Salary**: £25,000.00-£30,000.00 per year
**Benefits**:
- Company events
- Company pension
- Employee mentoring programme
- Matching gift scheme
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus scheme
- Performance bonus
- Tips
- Yearly bonus
Work Location: In person
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