Customer Service Representative
7 hours ago
IDEX Consulting is looking for a skilled Customer Service Representative to join our team. As a key member of our customer-facing team, you will provide exceptional support to clients, ensuring they receive the best possible service. This is an ideal opportunity for someone who enjoys working in a fast-paced environment, handling multiple tasks, and prioritizing their workload effectively.
About the Role:
Your primary responsibilities will include managing customer inquiries, recording annual review dates, and planning meetings. You will also work closely with the financial planner to ensure that clients receive the best possible service. Additionally, you will be responsible for processing new business, updating client records, and maintaining accurate documentation.
Key Responsibilities:
- Handle all incoming customer inquiries in a professional and efficient manner
- Record annual review dates and monitor progress regularly
- Plan, book, and prepare for annual review meetings
- Collaborate with the financial planner to ensure seamless client service
- Process new business transactions and maintain accurate records
Requirements:
To be successful in this role, you should possess strong interpersonal, communication, and customer service skills. Previous experience in a similar role would be highly beneficial. You must also be able to work independently, prioritize tasks effectively, and maintain attention to detail. A proven ability to manage competing deadlines and work under pressure is essential.
Salary Information:
The salary for this position is estimated at £29,000 - £34,000 per annum.
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