Client Services Associate

Our client seeks a Client Services Associate to join their team. Key Responsibilities: Actively contribute to the successful delivery of the departmental objectives along with your own personal business objectives and performance development plan. Take ownership of and resolve any queries through to a satisfactory conclusion. Support ongoing reviews and updating of procedures within the team and department. Responsible for the accurate and efficient completion of administrative tasks. Support the approach of full ownership of customer and adviser queries from receipt until the customer's expectations have been satisfied. Ensure pended work is reviewed, chased and closed within expected timescales. Proactive, solutions-based approach to understanding issues which arise, and able to implement actions according to administrative policies and Procedure. Timely and professional contact with stakeholders should be maintained at all times. Assist in developing, implementing and sharing best practices. Take personal responsibility for data integrity. Key Skills & Experience: 1-2 years of experience in customer service or a related field and be passionate about delivering excellent customer service. Competent in Microsoft applications: Including Word, Outlook, SharePoint and Excel. Experience in handling external telephone calls and emails with both clients and independent financial advisors is essential. Highly self-motivated individual who is willing to participate and actively assist in improving current processes. Strong verbal and written communication skills. Previous experience in Life Assurance or a similar customer service-based industry would be beneficial. Demonstrate an inquisitive nature and willingness to highlight any concerns, particularly relating to KYC and CDD.
If you have the required skills please apply online at searchandselect.com quoting reference number: 16159