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    Personal Case Manager - Reading, United Kingdom - Page Personnel Secretarial & Business Support

    Page Personnel  background
    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

    • 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.

    Profile

    A successful Personal Case Manager should have:

    • Relevant experience in a busy Customer Service/Contact Centre
    • Strong knowledge of financial planning and portfolio management.
    • Excellent communication and interpersonal skills.
    • Proficiency in using financial software and tools.
    • Proven problem-solving abilities and attention to detail.

    Job Offer

    • A competitive salary range of circa £27,000
    • An inclusive and supportive company culture.
    • Generous holiday leave.
    • Opportunities for professional growth and development.

    This is a fantastic opportunity for a Personal Case Manager looking to enhance their career in the retail industry. If this sounds like the right fit for you, we encourage you to apply.


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