Client Servicing Adviser

4 months ago


Barnsley, United Kingdom MAB Brook Financial Services Full time

This is a target driven environment which requires focus, professionalism and a positive attitude at all times. Working within a small team you will be reporting to your line manager on a regular basis and expected to be self-motivated, also to work with and encourage the rest of the team to reach the departments goals.

**You will be expected to have regular contact with our advisers and introducers to ensure that you work closely together to maximize opportunities resulting in happy clients and introducers.**

**Responsibilities**:

- Inputting data in to MIDAS
- Hitting a set amount of calls to be made per day.
- Following a workflow system strictly to ensure nothing is missed
- Look after a data base of clients sent over by our introducers and adhere to all GDPR regulations.
- Adhere to our service standards which you are expected to provide to our clients.
- Calling clients to offer our mortgage and protection services.
- Arranging appointments and passing live clients over to our advisers or forward booking in diaries.
- Ensuring we are always in contact with them, to be ahead of our competitors with regular service calls.
- Manage all leads that advisers have spoken to, this will ensure nothing is missed.
- Take ownership of your data given to you on a daily basis and manage your workflow correctly.
- Control daily/weekly data/reports
- Come to work with a “can do” attitude and a flexible outlook that you may be asked to adapt your job role should the business require you to do so.
- Report any issues to your line manager.
Achieve your personal targets in all aspects of your role including telephone calls made, appointments booked and sign ups

**Salary**: £20,000.00-£22,000.00 per year

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Barnsley, S75 1HQ: reliably commute or plan to relocate before starting work (required)

Work Location: In person


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