Client Relations Specialist

Client Relations Specialist

Our client a fast-growing investment company is looking for a Client Relations Specialist.

You will sit within an established team of highly skilled product and customer service experts with the ability for career development within this department.

You will complete a training programme in order to obtain the skills and knowledge to become a product expert within the team and overall business.

Essential Job Functions

* Resolve all inbound and outbound phone queries from our range of customers (i.e. investors or professional third parties), ensuring the customer is always at the heart of everything you do
* Respond to all email and written enquiries from the customers
* Take ownership for all enquiries, keeping your customer updated throughout the journey
* Help to understand customers and business by regularly gathering feedback. You are empowered to propose improvements (process/ systems/ service/ literature etc.) to enhance the client experience.
* Break the mould by using your natural flair to engage with your customers, achieving trust and loyalty within a typically corporate sector
* Organise and facilitate face to face meetings with the direct investors where applicable
* Be self-motivated to keep up to date with company products and services, as well as industry knowledge
* Help create a fun but professional environment for you and your team mates to help take customer service to the next level
* You must have an innovative attitude towards customer service
* Organisational and task management skills are a must in order to meet SLAs
* Opportunity to work on and deliver internal projects (eg digital improvements/process enhancements)

Job Specific Experience/Technical Skills/Abilities

* Substantial experience of a similar role within customer service and/or financial services
* You should have or be willing to gain in depth knowledge regarding AML (anti money laundering), DPA (data protection) and any other regulatory requirements as required
* Desirable but not essential – ability to gain industry qualifications

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