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- Deal with Customer Queries by telephone and email
- Play a key role in a busy contact centre dealing with queries and complaints
- Develop and implement case management plans.
- Assess client needs and provide appropriate financial solutions.
- Coordinate with various teams to ensure client satisfaction.
- Monitor and track client progress and adjust plans as needed.
- Ensure compliance with financial regulations and standards.
- Maintain accurate and up-to-date client records.
- Produce regular reports on client progress and financial status.
- Relevant experience in a busy Customer Service/Contact Centre
- Strong knowledge of financial planning and portfolio management.
- Excellent communication and interpersonal skills.
Personal Case Manager - Reading, United Kingdom - Page Personnel Secretarial & Business Support
Description
The Personal Case Manager will Be working in a busy customer service department within the retail industry. The role is based in Reading and requires a detail-oriented individual with strong interpersonal skills and ability to deal with complaints.
Client Details
Our client is a leading retailer with a significant footprint in the industry. With a substantial number of employees, they consistently deliver top-tier services to their customers, making them a respected and reputable player in the retail sector.
Description
Profile
A successful Personal Case Manager should have: