Client Service Executive - London, United Kingdom - Customer Management Resourcing (CMR)

Customer Management Resourcing (CMR)

Verified Company

London, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Client Service Executive (Contractor)

Salary:
£ day rate Inside IR35

Duration: 6-12 months

Hybrid Working (Central London)

We have an amazing opportunity for an experienced Client Service Representative to join an International Asset Management firm based in Central London.

This is an excellent chance to work within a rapidly growing company and the perfect gateway to move into an Investment Management role.

Key Responsibilities:

Taking highvolume inbound enquiries regarding personal investment including ISAs and Pensions.
Communicate optimally with clients and third parties keeping them informed of change/issues.
Collaborate closely with contracted third party on service delivery.
Handle client data for internal recordkeeping purposes. Produces management information and internal updates on client activity.
Assess client needs, expectations and behaviours as a basis for recommending service enhancements.
Identify areas for improvement across internal and external processes and services that may or may not be customer impacting.

Key Requirements for Consideration:

A minimum of 4 years' experience with Financial Services Customer Service.
Experience handling Pensions and Personal Investment products desired but not essential.
Ability to provide outstanding levels of customer service at all times.
Experience of adhering to regulatory requirements.
Ability to work and adhere to SLA's