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Customer Experience Specialist

2 months ago

Fareham, Hampshire, United Kingdom Ortus PSR Full time

We are seeking a skilled Client Services Administrator to join our dynamic team at Ortus PSF in Fareham. As a key member of our wealth management team, you will be responsible for delivering exceptional customer service and support to our clients.

Key Responsibilities:

  • Provide top-notch customer service and support to clients via various channels
  • Familiarize yourself with our company's values and offerings to effectively onboard new clients and service existing ones
  • Cultivate strong relationships with clients, financial advisors, and support staff
  • Contribute positively to team dynamics and morale
  • Communicate effectively with clients and internal stakeholders
  • Participate in business projects and initiatives to drive growth and improvement

Requirements:

  • Experience in a financial planning environment
  • Knowledge of investment products such as ISAs, Pensions, and Bonds
  • Proficiency in using CRM systems
  • Ability to challenge existing processes constructively
  • Strong passion for delivering exceptional customer service
  • Self-driven attitude towards personal development
  • CII or RO part-qualified preferred

Company Benefits:

  • Hybrid working arrangement
  • Competitive holiday entitlement
  • Life assurance
  • Income protection
  • Pension scheme
  • Access to our flexible benefits platform
  • Vibrant company culture focused on work-life balance