Client Services Consultant/Customer Advisor

Zoek Pin Bristol, England

£20000 - £25000 per annum

Permanent (Full time)

Posted 28 days ago

Client Services Consultant/Customer Advisor

Hybrid role working 3 days in the fantastic Central Bristol offices (Mondays and Tuesdays compulsory office days) with 2 days working from home.
Competitive salary on offer which is reviewed each year.

An amazing and extensive company benefits package (More information can be provided on the full range of benefits) as well as an excellent training program with the opportunity to further your education.

Fulltime hours Monday - Friday 35 hours per week on a rotating shift pattern of 8:30-16:30, 9:00-17:00, 9:30-17:30.

The role:

  • Working for a rapidly growing, fast paced, award winning technology and investment solutions business
  • Be part of an award winning, diverse and fun Client Services team
  • Providing brilliant customer service
  • Join a team that has a mix of financial or customer service experience
  • Commitment to supporting and developing your skills in our industry
  • Working in a sociable and friendly open-plan office atmosphere

Main duties will include:

  • Helping financial advisers and clients with their day-to-day use of our services, website and investment products
  • Providing support primarily via phone, plus email and live chat, on a variety of topics
  • Working as a team to ensure that administrative processes are completed in a timely manner
  • Maintaining awareness of FCA requirements and adhering to company compliance policies and procedures

In order to be successful, you will need:

  • A love for providing great customer service with experience working within a customer-facing role such as hospitality or retail being advantageous
  • Previous experience of working in a financial services role would be beneficial but isn't essential
  • Excellent communication skills, preferable with experience in remote live chats
  • The desire to learn new skills and knowledge
  • Strong organisational skills - the ability to multi-task and switch priorities
  • The ability to work well in a team to do the right thing for our clients
  • The desire to work in a busy, fast paced office

Please click on apply or email

Unfortunately we are only able to contact short listed candidates due to the huge number of CVs we receive. If you have not heard from a consultant in the next five days it means that unfortunately, you have not been successful on this occasion. Please reapply for any other suitable roles in the future.

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