Client Representative
- Recruiter
- Page Personnel Secretarial
- Location
- England, Bristol
- Salary
- £20000 - £23000 per annum
- Posted
- 12 Jan 2021
- Closes
- 09 Feb 2021
- Ref
- JN -012021-1996307
- Contact
- Rebecca Hall
- Job Title
- Customer Services
- Industry Sector
- Banking / Finance
- Contract Type
- Permanent
- Hours
- Full Time
I am excited to say that I am looking for 2 permanent Client Representatives and 1 on a 12 month Fixed Term Contract (FTC) for a role based in Bristol.
Client Details
Our client is a leading Financial Services provider, based in Bristol. They pride themselves on offering a bespoke service for each of their clients to help them achieve whatever goals they have.
They are looking for
2 x permanent Client Representatives
1 x 12 month FTC Client Representative
Description
The key responsibilities of a Client Representative are:
- Manage high volumes of calls from internal and external Financial Advisers, Clients, Sales Team and Third Party Service Providers
- Continually focus on delivery of excellent customer service to ensure that the Company is highly valued by our clients and in line with our service standards
- Complete basic administration processes and produce client documentation
- Provide support to Financial Advisers as and when directed
- Provide support as and when required to the Client Operations Department
- Liaise with relevant parties to chase outstanding documentation required to complete tasks
- Complete all tasks in line with service standards, procedures and compliance guidelines
- Meet all Financial Conduct Authority regulations
- Manage all online queries through to completion
- Provide online support and guidance for New Business applications
Profile
The successful Client Representative will have:
Essential:
- Worked in a client contact or largely telephone based environment/role
- Clear communication skills and friendly, positive manner
- Ability to handle difficult conversations
- Excellent Administration skills
Desirable:
- Previous exposure within the financial services industry, particularly externally-facing client servicing
- Working towards Financial Services qualifications - either part or fully qualified i. IOC, CII, Certificate in Financial Planning
- Good understanding of Wrap platforms and relevant investment and pension products
Job Offer
This role not only offers a great and competitive salary, but also has a great oath for progression.
Please note- this role will be home based during lock-downs, but will be an office based role contractually and when government guidelines allow.
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