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Client Support Specialist
2 months ago
Job Title: 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 legacy of excellence, we strive to create better futures for our clients, partners, and employees through innovative and flexible practices.
Job Purpose:
- Prioritizing the customer in all actions consistent with company values.
- Delivering exceptional work with precision and within established timelines.
- Collaborating with team members to improve the overall customer journey.
Key Responsibilities:
- Taking full ownership of processes, ensuring product and regulatory knowledge is maintained.
- Accurately amending and updating company records to meet compliance standards.
- Providing support to team members, covering roles, and achieving departmental goals.
- Handling telephone inquiries and documenting resolutions with accuracy.
- Building and maintaining relationships with advisers and other business units.
- Addressing complaints and inquiries in accordance with established procedures.
- Contributing to team development and personal growth.
Desired Knowledge / Experience / Skills:
- Detail-oriented and diligent work ethic.
- Strong background in customer service.
- Proactive and solution-focused approach.
- Excellent communication skills, both written and verbal.
- Able to thrive in a fast-paced environment under pressure.
- Intermediate proficiency in MS Office applications.
Qualifications:
- Minimum of 5 A*-C GCSEs, including English and Maths.
- Possession of or willingness to pursue the Award in Financial Administration.
What You'll Appreciate About Working Here:
At CLFIS Limited, you will benefit from a competitive salary, a comprehensive benefits package (including income protection, medical insurance, and life assurance), a generous pension plan, and a bonus scheme. We are dedicated to supporting your personal and professional development.
Diversity and Inclusion:
CLFIS Limited promotes diversity and inclusion within the workplace. Our commitment is to foster an environment where every individual's differences are respected, understood, and valued. We offer flexible working arrangements, including part-time options, to accommodate various work and life responsibilities.