This job has been posted for more than 30 working days and has expired.
Client Services Associate
In this role, you will working on customer accounts, and respond, by letter, email and telephone to incoming queries from customers, ensuring you provide excellent customer service.
On a day-to-day basis your role will include:
- Responding to a number of different types of enquiries; from advisers querying commission payments to dealing sensitively with deceased account issues.
- Meets and/or exceeds customer expectations
- address the root cause of the query, providing appropriate operational fixes to customer accounts
- Identify improvements that can be made to our client’s processes and procedures to prevent future occurrences of these issues.
- Interacting with the customer must be handled in a timely manner.
- Working on your own portfolio of account issues independently
- Communicating in a friendly and professional way with clients over the phone, by email and in writing as appropriate
-
You must have excellent reading, writing and verbal skills and attention to detail