JOB SUMMARY

We are seeking a dedicated and detail-oriented Client Services Specialist to join our team. In this role, you will be the primary point of contact for our clients, ensuring their needs are met and providing exceptional service. You will utilise your strong communication skills and analytical abilities to manage client relationships effectively, while also leveraging tools such as Salesforce to track interactions and outcomes. A background in financial services is advantageous as you will be assisting clients with various financial inquiries.

REQUIREMENTS

• Proven experience in a client-facing role, preferably within the financial services sector.
• Strong communication skills, both verbal and written, with an emphasis on clarity and professionalism.
• Proficiency in Salesforce or similar customer relationship management (CRM) software is highly desirable.
• Excellent analytical skills with the ability to assess client needs and propose effective solutions.
• A proactive approach to problem-solving with a strong attention to detail.
• Ability to work collaboratively within a team environment while managing individual responsibilities effectively.
  Job Type: Full-time
  Pay: £25,000.00-£50,000.00 per year

Additional pay:

• Bonus scheme
• Commission pay
• Performance bonus

Schedule:

• Monday to Friday

Work Location: In perso

• Serve as the first point of contact for clients, addressing inquiries and resolving issues promptly.
• Utilise Salesforce to maintain accurate client records and track service interactions.
• Analyse client needs and provide tailored solutions to enhance their experience.
• Collaborate with internal teams to ensure seamless service delivery and client satisfaction.
• Conduct follow-ups with clients to ensure their needs are being met and gather feedback for continuous improvement.
• Stay informed about industry trends and developments in financial services to provide knowledgeable assistance.
• Prepare reports on client interactions and service performance metrics for management review.