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Client Relations Specialist in Financial Services

3 months ago


Ipswich, Suffolk, United Kingdom Time Appointments Full time
Position Overview

Time Appointments is seeking a dedicated Client Relations Specialist within the financial services sector. This role is an excellent opportunity to become part of a reputable organization that emphasizes delivering reliable and personalized support to its clientele.

Key Responsibilities
  • Review and accurately process information requests while adhering to established service level agreements.
  • Implement necessary changes to client accounts in compliance with internal procedures and regulatory standards.
  • Ensure clients are well-informed regarding payment obligations, facilitating accurate collection in line with BACS regulations.
  • Promptly handle requests for redemption statements, ensuring timely release of loan security upon receipt of funds, in accordance with agreed protocols.
Qualifications

The ideal candidate will possess:

  • Experience in the financial services field, particularly in mortgage-related roles (preferred but not mandatory).
  • Strong customer service capabilities.
  • Proficiency in Microsoft Office applications.
Benefits

We offer a competitive salary package along with:

  • A generous holiday entitlement scheme, with options to purchase additional leave.
  • A company-matched pension scheme (up to a specified limit).
  • Life assurance coverage.
  • Opportunities for social and sporting events organized by the company.

If you are passionate about building a career in the financial services industry and possess transferable skills, we encourage you to consider this opportunity.