Sales Case Manager
7 days ago
At Page Personnel Sales, we are seeking a skilled Sales Case Manager to join our team. As a key member of our contact centre, you will play a vital role in delivering exceptional customer service and resolving queries and complaints in a timely and professional manner.
Key Responsibilities:
- Manage customer relationships and resolve queries and complaints via telephone and email
- Develop and implement case management plans to ensure customer satisfaction
- Assess client needs and provide tailored financial solutions
- Ensure compliance with financial regulations and standards
- Produce regular reports on client progress and financial status
Requirements:
- Relevant experience in a busy customer service or contact centre environment
- Strong knowledge of financial planning and portfolio management
- Proficiency in using financial software and tools
What We Offer:
- A competitive salary range of circa £27,000
- An inclusive and supportive company culture
- Generous holiday leave
- Opportunities for professional growth and development
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