Client Service Representative (Financial Services)

Client Service Representative (Financial Services)

Location: Godalming

Salary: £25,000 – £32,000

My client, who is based in Godalming, is looking for someone to join their team in the Financial Services Industry. They are keen to recruit someone who has an interest in Financial Services and can work in a fast-paced environment with the confidence to build relationships over the phone. The ideal candidate will have experience in client services or customer service.

Daily Duties

1. Managing applications, handling correspondence, and ensuring seamless communication with clients and advisers.
2. Maintaining accurate records of sales activities, customer interactions, and applications in progress.
3. Liaising with other departments to ensure timely delivery of products and services.
4. Responding to client and adviser enquiries via phone and email, ensuring exceptional service.
5. Processing and checking application documents, supporting the onboarding of new clients.
6. Assisting with external due diligence and compliance reports/requests.
7. Helping clients and advisers access our Online Portal.
8. Building technical knowledge of the pensions and financial services industry.
9. Speaking with clients and advisers about our products, services, and fees.
10. Producing professional illustration reports for advisers.

Experience Required

1. Experience in administration (preferably in a sales environment, but not essential).
2. Strong proficiency in Microsoft Office (Word, Excel, PowerPoint).
3. Excellent verbal and written communication skills with great attention to detail.
4. A proactive, problem-solving mindset with the ability to take initiative.
5. The ability to multitask and prioritise workload effectively in a fast-paced environment.
6. A professional and confident telephone manner.
7. A team player attitude with a willingness to learn and develop.

Benefits

1. Flex-time
2. Private healthcare
3. Company pension scheme
4. Regular company events to celebrate success
5. Support for industry-recognised qualifications