Client Services Consultant

3 weeks ago


Essex, United Kingdom Ultimate Banking Full time

Are you passionate about enhancing customer experiences? As a Financial Member Advisor at Ultimate Banking, you will play a crucial role in guiding clients towards achieving their financial aspirations. By providing expert advice and support, you can make a significant difference in their financial journeys. At Ultimate Banking, our clients are at the heart of everything we do, and it is essential for each team member to contribute to the exceptional service we pride ourselves on.

Key Responsibilities:

  • Conducting comprehensive Financial Wellbeing Reviews to empower clients in managing their finances effectively.
  • Supporting the team with seamless Member transactions and administrative tasks that ensure outstanding service delivery.
  • Delivering exceptional customer service and confidently addressing inquiries related to savings, loans, and other financial products across various communication platforms.
  • Identifying and addressing any potential customer vulnerabilities during interactions, ensuring appropriate measures are taken to safeguard their interests.

Qualifications for Success:

  • Proven track record of delivering excellent customer service.
  • Availability to work on-site during weekdays with occasional Saturday mornings.
  • Previous experience in a customer-facing role within the financial sector.
  • A valid driver's license is preferred.

What We Offer:

  • Recognition programs to celebrate your contributions.
  • Exclusive discounts through our rewards program.
  • Annual bonus opportunities.
  • Comprehensive support for physical, mental, and financial wellbeing.
  • Pension plans, Life Assurance, and Income Protection.
  • Flexible holiday exchange options.
  • Staff benefits on mortgage products.
  • Cycle to work initiatives.

Join us in making a difference If you are looking for a fulfilling role within a diverse and supportive organization, we encourage you to explore this opportunity further.


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