Client Services Executive

5 days ago


Bristol, United Kingdom Orton Financial LTD Full time

**Job Overview**

Orton Financial is a mortgage brokerage, working with clients all over the world. You will be required to provide support to client-related business operations.

The hourly rate is £12.60, with a discretionary performance related bonus.

**Responsibilities**
- Serve as the primary point of contact for clients, addressing inquiries and resolving issues promptly.
- Answering the phone to new and existing clients.
- Utilise our CRM to track client interactions and maintain accurate records of communications and transactions.
- Collaborate with internal teams to ensure client needs are met and expectations are exceeded.
- Conduct thorough analysis of client feedback and service metrics to identify areas for improvement.
- Develop and maintain strong relationships with clients, fostering trust and loyalty through effective communication.
- Assist in the preparation of reports and presentations that highlight service performance and client satisfaction levels.

**Experience**
- Previous experience in a client services role, preferably but not essential
- Exceptional communication skills, both written and verbal, with the ability to convey complex information clearly.

**Job Type**: Part-time

Pay: £12.60 per hour

Expected hours: 25 - 30 per week

**Benefits**:

- Company pension

Application question(s):

- Are you confident at communicating over the phone?
- Are you able to perform well under pressure?
- Do you have an interest in financial services?

Work Location: In person



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