Client Service Associate

Key Responsibilities: 
• Take incoming phone calls within agreed performance and quality standards
• Demonstrate high levels of customer focus
• Ensure calls are resolved to the satisfaction of the customer and the company.
• Remain highly motivated and focused towards achieving set individual, department and company performance goals
• Always interact in a friendly and professional manner – making sure all aspects of the request are fully addressed and provide relevant additional information as appropriate
• Explain relevant products and procedures clearly and simply whilst promoting the brand values
• Making outbound calls to customers and/or IFA’s to promote additional products and services and/or seek feedback
• Recognising ‘key signals’ from customers or enquirers so as to proactively promote products and services
• Utilise the “Treating Customers Fairly” framework, during the delivery of customer service solutions, including situations which require the correct escalation of a complain

Essential Experience / Qualifications: 
• A minimum of 1 years’ experience within a corporate phone-based environment
• Customer Service experience within the financial services e.g. Retail Banking, Insurance, Investments
• A-Levels or equivalent 
• Ability to communicate clearly and articulately
• Comfortable in working in a structured environment
• Ability to work well under pressure and to take initiative to escalate issues as appropriate
• Confident and enthusiastic telephone manner
• Overtime and perks bring the overall package to about the £25,000 mark
 

All your information will be kept confidential according to EEO guidelines.