Client Services Administrator - Cheltenham, United Kingdom - Attivo Group

Attivo Group

Verified Company

Cheltenham, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Are you working in Financial Services currently and looking for a new challenge? Do you have excellent customer service skills and are confident speaking to clients?? Are you looking for a business that will invest in your future and support yourdevelopment? If so, keep reading

Due to an exciting period of growth, Attivo is looking to recruit a new team member in to our Client Services team.

This is a fantastic opportunity to join a growing business that offers excellent opportunities for career development.

The purpose of therole is to develop and maintain relationships with existing, newly acquired, and prospective clients, providing assistance as and when required and triage requests to the relevant team to action.

We provide our advice and service through Attivo Financial Planning, one of the very few Independent, Chartered, Occupational Pension Specialist, financial planning firms in the UK.

We aim to deliver the most professional, technically competent, independentadvice and service to our clients.

We want to be seen as a leader in the financial planning sector, to help change the standing of financial planning to be recognised as a genuine profession and to ensure we, and the profession, contribute positively to societyand the economy.

Main responsibilities

Confidently communicate with clients from acquired client bases to explain the acquisition. Support and reassure them during the transfer of business and when required, explain Attivo culture and 'client journey
Assist with enquiries from new clients and acquired clients, providing excellent service working closely with the Client Engagement Team to make sure these are handled efficiently
Build strong relationships with the company's existing client base
Provide first class customer service at all times, projecting a positive and professional image of the company
Assist clients with arranging annual financial planning reviews for our ever

- growing client base

Deal with complaints and expressions of dissatisfaction in a courteous and professional manner, ensuring the best possible outcome for the client.

Qualifications, skills and experience

Minimum 5 GCSEs graded A-B (6), or equivalent, including Maths and English or have the experience to demonstrate the ability to work at this level
Excellent written and verbal communication skills
Ability to converse concisely with with clients with an ability to confidently translate the proposition
The ability to quickly build rapport and engage customers on the phone
Educated to degree level would be an advantage
Financial Services experience is essential

Salary and benefits
Up to £25,000 depending on experience.

AttivoGroup also offers:

Excellent company benefits package including a noncontributory Pension Scheme, Private Medical Insurance, Income Protection, Critical Illness and Death in Service
Generous holiday allowance, rising with length of service
Work from home and flexible working available
Discounted corporate gym membership
Parking allowance for employees who live over 1.5 miles away from the office (Cheltenham only)
Regular company social events
Charity days
Excellent culture, promoting employee wellbeing and engagement.

Recruitment Policy

Attivo Group Limited is committed to being an Equal Opportunities employer.

If you require reasonable adjustments at any stage of the recruitment process, please let us know and we will endeavour to make the process as accessible and as fair as possible.

Attivo do not use recruitment agencies and we respectfully ask that agencies do not contact us in regard to posts advertised on this site.