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Clark James Ltd
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Horsham, West Sussex
Client Services Professional - Financial Services
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Job Type: Full-time |
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Salary: £22,000.00 - £26,000.00 Year |
Overview
Clark James are delighted to be working with a highly reputable business in Horsham, who are seeking a Client Services Professional. Our client are highly reputable and power bespoke wealth management and technology solutions for discretionary fund managers, national financial advisers and networks. The Company Our client draws on more than 20 years of UK market experience and in 2011 partnered with SEI as the custodian of client assets. Our Clients’ customers represent some of the best, most innovative and award-winning financial services groups in the UK and due to their combined volume and automated technology they can negotiate exceptional terms with third party investment and pension wrappers. The Role Working as Client Services Professional, you will be voice of the Company, providing professional helpful responses with all query resolutions to internal and external customers, accurately and timely. In addition, processing key back office tasks, working closely with all departments within the Group. Key Activities & Responsibilities: • First point of contact for queries from Financial Advisors and/End consumers via phone/email/tickets • Understanding and confidently articulating multiple processes in both written and verbal format; specific to KYC (Know Your Customer) & Due Diligence, SLA reporting, Client MI Transactions and Support & Issue Resolution. • Answer customer queries in accordance with processes and procedures • Absolute ownership of queries through to satisfactory resolution • Gain and maintain a good understanding of Platforms within the Financial Services market • Follow procedures and instructions in order to ensure excellent client outcomes • Source answers and think logically to find solutions • Review data to ensure accuracy • Proactive feedback to other departments where required in order to ensure excellent client outcomes • Contribute and feedback in team meetings Required Skills/Experience: • Excellent phone manner and experience of dealing with challenging calls • Financial Services industry experience • Confident user of Microsoft Word and Microsoft Excel • 5 GCSE’s including Maths and English language • 2 A Levels or equivalent • Accurate with good attention to detail • Ability to work as part of a team and autonomously • Excellent communication skills both written and oral • Organised and diligent • Build rapport quickly and easily • Self-starter, willing to learn • Ability to adapt communication according to the audience • Ability to prioritise work • Able to work efficiently and accurately in a fast-paced environment This is an excellent opportunity to join an expanding and successful business who can offer support, training and career development opportunities. Liability and Disclaimer The information contained in our advert including any salary or on target earnings information is given in good faith and Clark James Ltd uses all reasonable efforts to ensure that it is accurate. However, Clark James Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Clark James Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert. Please note All applications received will be dealt with in the strictest confidence Due to the volume of applications received we will be in touch if your application has been successful within 7 working days. If you have not received any communication within this time, please assume you have been unsuccessful on this occasion, but the information may be retained in connection with future opportunities.