Client Services Executive
1 week ago
Meraki Talent are working with an Asset Management firm who are looking to appoint an experienced Investor Support Executive on a permanent basis within Northwich.
Key duties will include;
- Recording accurate customer data, on inhouse systems
- Processing client documents, scanning and storing these to department standards
- Assisting clients with all aspects of the online customer portal
- Ensuring customer satisfaction, at all times
- Meeting set SLA’s
This is a busy and varied role, which will require applicants to plan and prioritise their workload, ensuring deadlines are met. Applicants must have a genuine passion for delivering a first class client service, and be able to go above and beyond for clients, assisting them with their saving and investment products. Ideally applicants will have come from a Financial Services background, and have a proven track record in customer services.
This is a permanent opportunity, offering an immediate start.
Our client work 35 hours per week, however this role will be on a rotational basis to Monday to Friday, between the hours of 8am and 6pm.
Is this job for you? At Meraki, we love recruitment and love words. Is this you?
Jennifer wants: Client Service, Customer Service, Financial Services, Investment
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