Client Services Representative

This Client Services Representative job in Farnborough is ideal for individuals with experience in providing high standards of customer service within a fast-paced environment.

You will be joining their Client Services team of 9, with the purpose of delivering great customer service through inbound and outbound calls. You will be booking appointments, responding to customer questions, resolving issues and replying to emails. You will be expected to make a number of calls and appointments.

Our client is an award-winning financial services business, so it is important you have an interest in this industry. The types of enquiries will include:

• Pension scheme members, and existing financial planning clients wishing to arrange appointments;
• Previous clients enquiring about previous business they have done
• Making outbound (GDPR compliant) calls to clients and prospects of the back of marketing campaigns with intention of booking appointments
• Rearranging appointments
• Other general enquiries

Our client believes in supporting career progression for their team members. Therefore would help support you with industry qualifications through CII Level 4 Diploma, if this is of interest to you.

Client Services Representative Requirements

• We are seeking individuals with candidates with call handling experience within a B2C service
• Essential - have 5 GCSE’s grades A*-C/9-4, including Maths & English
• Essential - have an excellent telephone manner, be able to relate to people and not get flustered in conversations
• Desirable - individuals with Business related degree (or equivalent)
• You must be confident using Microsoft Word and Excel

The Company

This multi-award winning, people focused business is a well-respected Independent Financial Advice firm. Based in Farnborough, they have a relaxed working environment. You will be joining their Client Liaison team of 9

Client Services Representative Benefits

• Salary of £27,000 - £29,000 plus Private Medical Insurance, Income Protection, Life Assurance, Critical Illness cover and Pension scheme 6% Employer, 3% Employee
• Social committee organise regular events and 1-day annual allowance for Charity work
• 35 hours per week, Monday to Friday
• 7 hours per day with 1 hour for lunch, with the team working on a rota basis to take calls between 8:30am - 5:30pm
• Working from their head office, with potential for hybrid once trained

Location

Farnborough, Hampshire

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