Customer Success Adviser Apprentice

2 months ago


Huddersfield, United Kingdom SimplyBiz Full time

Were pleased to be recruiting for a Customer Success Adviser to join our Customer Experience Team. This is an office-based role where you will be integral in ensuring that customers gain the most value from the services that we offer across the Fintel group.

**Day-To-Day Duties include**:

- Utilise the CRM database and other internal datasets to identify clients and make effective outbound sales calls, handle objections and update records.
- Complete all upsell and administration activities, including setting up and updating customer records in CRM.
- Develop and maintain an in-depth knowledge of the Intermediary sector of the UK financial services industry and of the opportunities, challenges and needs of Advisers.

**Desired skills and Personal Qualities**:

- Communication skills
- IT skills
- Attention to detail
- Organisation skills
- Customer Care skills
- Administrative skills
- Team working
- Initiative

**Qualifications**:

- GCSE or equivalent in English (Grade 4 or above) - ESSENTIAL
- GCSE or equivalent in Maths (GRade 4 or above) - ESSENTIAL

Upon completion, you will achieve a Customer Service Specialist Level 3 qualification. You will attend a day release for college sessions at the National Business College on a fortnightly basis.

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

**Salary**: £21,000.00 per year

Schedule:

- Monday to Friday

Application question(s):

- What interests you about this role?

Work Location: In person



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