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Support Desk Representative

2 months ago

Reading, United Kingdom Dynamic Planner Full time

The Customer Support Desk is at the heart of Dynamic Planner. We work closely with our customers and strive for excellence. Customer satisfaction and retention is key. Support Desk play a huge part across the business as we are client facing and the first point of contact when a customer is looking for help and guidance.

· Good communication and listening skills.

· Time management

· Self-motivated

· Flexible

· Presentation skills

· Analysis skills

· Client relationship management

· Confident and professional telephone manner

· Ability to learn.

· Ability to work well within a team environment.

· Creative problem solver

· Passion for the Financial Services industry

· Dynamic Individual

Experience in Wealth Management/Financial Planning/Financial Services/ administration of software – preferred but not essential

1. Confidence in dealing with inbound customer enquiries via phone and case tickets

2. Willing to screenshare with clients via teams to help resolve customer enquiries

3. Ability to learn on the job within a fast-paced team and be a self-starter

  • Enthusiastic, Driven & Self-motivated
  • Presentation Skills
  • Resilient with clients
  • Strong written and oral communication with clients
  • Comfortable interacting with Internal Stakeholders, Clients, Paraplanners, Support Staff & Third Parties
  • Reactive
  • Able to excel in Case SLA’s and callback SLA’s

Health & Wellbeing

Simplyhealth; AXA (Management) Healthcare; Employee Assistance Programme (& much more)

Financial & Retirement

Discretionary annual bonus; Company pension scheme; Life Assurance (& much more)

Discounts & Perks

Benefit Hub; Cycle to work; Give as you earn (& much more)

Leave

25 days per year; Anniversary holiday increase; Company sickness (& much more)

Recognition & other rewards

Team events; Quarterly treats; Recommend a friend scheme (& much more)