Customer Services Advisor

3 days ago

Wimborne, United Kingdom The Affinity Group Full time

Job description

The Affinity Group is a vibrant, diverse and growing group of professional services companies, representing a wealth of opportunity for ambitious individuals looking to be a part of our journey. Our sociable team has grown to 70+ people spread across our offices in Hampshire and Dorset

We are looking for an exceptional Customer Services Advisor to join our friendly crew.

**About the job**

Working within a small team of Client Services colleagues, and reporting in to the Head of Client Services, this is a pivotal roles for our business. Your day to day work would include:

- On-boarding new clients and guiding them through their first days and weeks using our services
- Adhere to Service Level Agreements and team turnarounds
- Working with portfolio managers to establish calls, meetings etc
- Premises meet & greets and preparing internal meeting rooms & facilities
- Maintaining accurate and updated information both internally and externally
- Managing client documentation and postal records
- Data entry across a variety of platforms
- Training and development of new team members

**About you**

People and Culture are the two most important aspects of our work here at The Affinity Group. We look for super stars in the making to reward well and promote internally. So, though these aren't crucial, if you have the following skills and experience you might be set apart from the rest:

- A background in customer service and the drive to go above and beyond to provide an exceptional service
- Competent and able to use Microsoft packages
- Enjoy working in a dynamic and fast paced office environment
- A strong communicator with a high level of professionalism, attention to detail and accuracy
- Self motivated and proactive, confident and well organised
- Aligned with our core values of putting clients first, thinking big, working as a team and acting with integrity

We deal with financial services and the financial records of our clients, so the professionalism and integrity of our client facing teams is incredibly important.

**Salary and benefits**

We expect our people to work hard, and in return, we take care of them, offering some excellent staff benefits including:
25 days holiday from day one (plus the option to buy and sell holiday)
- Private medical cover and death in service cover
- Onsite parking
- Study package
- Duvet days
- Company pension scheme
- Discounted gym membership
- Free weekly breakfast, and free lunch Friday once a month
- A great social calendar with monthly activities, weekends away, weekly pub trips and parties twice a year
- Free Financial advice (pensions, mortgages, investments etc)

Our hours are 9am-5.15pm Monday to Friday. Days/hours to be discussed at interview; we can flexible

**Job Types**: Full-time, Part-time

Pay: £21,000.00-£23,000.00 per year

**Benefits**:

- Additional leave
- Casual dress
- Private medical insurance
- Referral programme

Schedule:

- Monday to Friday

Work Location: In person

Reference ID: SGCF1122

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