Client Engagement Specialist

4 weeks ago


Hinckley, Leicestershire, United Kingdom The Portfolio Group Full time
Role Overview

Are you an exceptionally organized professional with outstanding communication and customer service abilities?

Our organization, The Portfolio Group, is in search of a dedicated Client Engagement Specialist to enhance our Account Management team, ensuring top-notch customer service in a dynamic and fast-paced setting.

Key Responsibilities
  1. Contact existing clients to schedule their annual consultations with our consultants, adhering to established service levels and scheduling protocols.
  2. Ensure that all client service inquiries, whether verbal or written, are acknowledged in accordance with our established complaint resolution procedures.
  3. Resolve client service issues promptly, maintaining a focus on client satisfaction and retention at all times.
  4. Familiarize yourself with all client databases and systems to effectively investigate and respond to client inquiries.
  5. Take responsibility for securing timely responses to client queries, service issues, and cancellation requests.
  6. Review client service matters to facilitate an effective transition to Credit Control when necessary.
  7. Handle incoming calls from clients and consultants, addressing queries, service issues, and opportunities for client retention.
Desired Attributes

A dynamic and adaptable approach is essential, along with the capability to thrive under pressure.



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