Client Relations Specialist
3 weeks ago
We are looking for a skilled Client Relations Specialist to join our team at Employal. This full-time, permanent role is based in Leicester and involves managing specific relationships with both customers and internal stakeholders.
The ideal candidate will have previous experience working in financial services, preferably in the pensions or employee benefits sector. They should be passionate about customer service and confident in their ability to communicate at all levels.
This role comes with a competitive salary of £33,250 per annum and requires strong attention to detail. The successful candidate will also have knowledge of FCA guidelines and be happy to work from our office in Leicester 4 days per week.
Key Responsibilities:
- Managing specific relationships with both customers and internal stakeholders
- Acting as the first point of contact with customers in your portfolio
- Reviewing MI for providers and articulating this to customers and senior management
- Managing and using data to ensure conversions are maximised
- Responding to customer enquiries including following up on old enquiries when necessary
- Working to deadlines, ensuring client queries are dealt with in a timely manner
- Updating client profiles always ensuring accuracy
- Working to FCA guidelines
- Supporting management with their administrative needs
- Escalating client issues with the tech team
- Following legislative guidelines when processing documentation
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