Customer Service Advisor - Liverpool, United Kingdom - Resource Solutions

Resource Solutions
Resource Solutions
Verified Company
Liverpool, United Kingdom

3 weeks ago

Tom O´Connor

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Tom O´Connor

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Description
Do you have a strong customer service background with telephone experience? If you are looking to take the next step up in your career, and to work with one of the largest wealth management firms in the UK, then we want to hear from you


We have an amazing opportunity available for someone who has extensive experience in customer service and a financial services background.

We are looking for someone who can communicate professionally with internal and external stakeholders, strong attentionto detail, proven strong ethic of client/customer service and a strong interest in financial services.

Business Overview


Our client is a leading integrated wealth management and professional services group, who look after all clients combined wealth and tax needs, personal and business.

They support over 172,000 clients across the UK managing a huge £52.7billion in assets.

Key Responsibilities & Duties

  • Investigate client queries and liaise with internal and external departments/providers to resolve issues
  • Follow up outstanding queries
  • Meet and exceed individual and team targets, working as part of a strong team
  • Generate quality business leads by spotting opportunities when dealing with clients and referring them to other areas of the business when appropriate
  • Strict adherence to internal compliance procedures and T&C requirements
  • Reporting of any suspicious transactions to the MLRO
  • Undertaking training and competence as required by the business
Experience & Skills Required

  • Excellent written, verbal and interpersonal skills
  • Previous sales experiences is not essential but advantageous
  • Proven ability to be both credible professionally and able to build long term relationships with colleagues and clients
  • Demonstrable business acumen together with experience in developing and implementing business plans
  • Excellent communication and interpersonal skills are essential
  • Must have a proven strong ethic of client / customer service
  • Attention to detail
  • Good organizational skills
  • Demonstrate interest in the financial services industry
  • Ability to work at pace and deliver against established personal and team targets
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