Employer: Burton Recruitment Salary: £20,000 – £24,000 per annum Date Added: 08/12/2023
Our client, an Award-Winning Financial Planners firm, is currently seeking an enthusiastic and dynamic Customer Service Administrator to support and ensure the smooth running of the business by providing first-class customer service for their clients and performing general administration duties.
Reporting to Senior Management, your duties will include but are not limited to:
Customer Service Duties:
Spearheading the welcoming process for new inquiries and potential clients.
Crafting engaging responses and materials to showcase our services and values.
Nurturing existing client relationships through attentive communication and personalised support.
Ensuring that all processes, procedures, and client communications are conducive to a high standard of customer care.
Managing and arranging client appointments and reviews as agreed by the Financial Planners.
Dealing with queries from all clients to a high standard, ensuring client satisfaction is maintained.
Supporting the delivery of and achievement of the client service standards.
Admin Duties:
Providing assistance and support to Senior Financial Administrators and Operations Manager in the delivery of all aspects of general office administration.
Taking charge of all incoming and outgoing business post with precision and timeliness.
Diary management for the business as required.
Managing and recording client data onto appropriate business systems and files.
Delivering agreed project activities as designated by Senior Management.
Continuous professional development to meet personal development needs.
The ideal candidate will possess exceptional communication skills, enabling them to adeptly convey information, provide assistance, and offer clear guidance to customers. In addition, they should demonstrate robust problem-solving capabilities, exude confidence, and exhibit innate organisational abilities.
In return, you will receive a competitive starting salary, along with staff benefits including Critical Illness Cover + Life Insurance; Income Protection & Sick Pay, Group pension scheme, Bonus scheme, and Flexible working, among other enticing offerings.
Industry experience is not necessary as full training will be given. Our client also supports and funds industry-relevant qualifications to support your career progression.
If you’re passionate about delivering exceptional customer service and thrive in a dynamic environment, apply now by sending your CV
