Customer Service Adviser

Location: Knutsford, Cheshire

Position Overview:

We are seeking a skilled and customer-focused Customer Service Adviser to join our reputable financial advice firm. The ideal candidate will have exceptional communication skills, and be able to learn new skills quickly. As a Customer Service Adviser, you will play a vital role in building and maintaining strong client relationships while providing accurate and helpful financial guidance.

Holidays – 22 plus 8 public bank holidays

Salary – £23,000 p/a

Hours – Monday – Friday 9AM- 5:30PM (37.5 hours)

Responsibilities:

• Provide exceptional customer service to clients seeking financial advice, addressing their inquiries, concerns, and requests via phone, email.
• Offer accurate and relevant information regarding financial products, services.
• Listen attentively to clients’ needs and preferences, tailoring responses to their individual situations.
• Guide clients through the process of selecting suitable financial services based on their pension type and requirements.
• Collaborate with financial advisers to relay essential client information and coordinate follow-up actions.
• Maintain up-to-date knowledge of the firm’s financial products, services, market trends, and regulations.
• Ensure compliance with industry regulations and internal policies in all client interactions.
• Document all client interactions and update client profiles in the firm’s CRM system.
• Participate in regular training sessions to enhance financial knowledge, customer service skills, and industry awareness.
• Collaborate with other team members to continuously improve processes and enhance the overall customer experience.

Experience/Qualifications:

• Proven experience in a customer service role, preferably within the financial services industry.
• Strong understanding of financial products such as investments, savings accounts, insurance, and retirement plans.
• Excellent verbal and written communication skills, with the ability to explain complex financial concepts in a clear and understandable manner.
• Active listening skills and the ability to empathize with clients’ financial concerns.
• Proficiency in using CRM software and other relevant tools.
• Detail-oriented with excellent organizational and problem-solving abilities.
• Ability to work effectively under pressure and manage multiple tasks while maintaining high-quality service.
• Understanding of regulatory requirements related to financial services and client confidentiality.
• Professional demeanour and a commitment to maintaining the highest ethical standards.

Additional Information:

This is a full-time position based in Knutsford.

Flexible working hours may be required to accommodate client needs.

Training and ongoing professional development opportunities will be provided.

Competitive salary and benefits package based on qualifications and experience.

If you possess the skills and passion to excel in a dynamic financial advice firm, we encourage you to apply for this exciting Customer Service Adviser role. Join our team and contribute to helping clients achieve their financial goals while delivering exceptional service.

Benefits

• On site gym
• Free parking
• State of the art facilities
• Company pension
• Company events