Customer Care Associate

3 weeks ago


Potters Bar, Hertfordshire, United Kingdom CLFIS Limited Full time

Position: Customer Service Representative at CLFIS Limited

CLFIS Limited is committed to addressing the retirement, investment, and protection needs of individuals, families, and businesses. With a rich history, we strive to create better futures for our clients, partners, and employees through innovative and adaptable practices.

Role Overview:

  • Prioritizing the customer in all actions, aligning with company values.
  • Delivering precise and high-quality work within established timelines.
  • Collaborating effectively with team members to enhance the overall client experience.

Main Responsibilities:

  • Assuming full accountability for processes, ensuring product and regulatory knowledge is maintained.
  • Accurately amending and updating company records to meet necessary standards.
  • Providing support to team members, covering roles as needed, and contributing to departmental goals.
  • Handling telephone inquiries and documenting resolutions accurately.
  • Building and maintaining relationships with advisers and other business units.
  • Addressing complaints and queries in accordance with established procedures.
  • Participating in team development and personal growth initiatives.

Required Skills and Experience:

  • Detail-oriented and diligent work ethic.
  • Strong background in customer service.
  • Proactive and solution-focused approach.
  • Exceptional written and verbal communication abilities.
  • Capability to thrive in a fast-paced environment under pressure.
  • Intermediate proficiency in MS Office applications.

Educational Qualifications:

  • A minimum of 5 GCSEs at grades A*-C, including English and Maths.
  • Possession of or willingness to pursue the Award in Financial Administration.

Benefits of Joining Us:

At CLFIS Limited, we offer a competitive salary and a comprehensive benefits package, including income protection, medical insurance, life assurance, a generous pension plan, and a bonus scheme. We are dedicated to supporting your personal and professional development.

Commitment to Diversity and Inclusion:

CLFIS Limited values diversity and inclusion in the workplace. We are committed to fostering an environment where every individual's differences are respected, understood, and valued. We provide flexible working arrangements, including part-time options, to accommodate various work and life responsibilities.



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