Customer Service Representative
2 days ago
- To ensure all client requests and related tasks are dealt with professionally and effectively delivering a positive experience for clients.
- Arrange client meetings on behalf of the Advisors.
- Collate and manage information and facts, preparing documentation for client meetings.
- Maintain client contact, keeping them updated on the current position with regards to any ongoing matters on behalf of the Advisors.
- Evaluate post meeting processing to ensure timely completion.
- Maintain accurate records detailing ongoing actions and workflow in back-office system.
About Orca Recruitment & Training Services Ltd: We're a leading provider of recruitment and training services within the financial sector. Our mission is to provide exceptional support to our clients and their customers.
About the Role: As a Client Service Coordinator, you will be responsible for coordinating various administrative tasks and ensuring seamless communication between clients and advisors. This role requires strong organizational skills, attention to detail, and excellent communication abilities.
Key Skills and Qualifications: To succeed in this role, you'll need at least 3 years of experience in an administration role within the financial services sector. You should possess a good understanding of the advice process, excellent organizational skills, and the ability to work well under pressure. Proficiency in Microsoft Word, Excel, and Outlook is also essential. Additionally, you should have a strong work ethic, flexibility, and excellent customer service skills.
Benefits: As a valued member of our team, you'll enjoy a range of benefits, including a pension scheme with employer contributions, 25 days' annual leave plus bank holidays, a holiday trading scheme, life cover, healthcare cash plan, free mortgage advice, and more.
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