Client Services Consultant
other jobs CareerStone
Added before 9 Days
- England,London,City of London
- full-time
- £24,000 - £26,000 per annum
Job Description:
Are you passionate about providing exceptional client experiences? Do you thrive in a dynamic and fast-paced environment? If so, we have the perfect opportunity for you!
Our client is one of London’s most prestigious Mortgage & Protection Brokerages that have been market leaders for over 20 years. With a fantastic client base and year on year growth they continue to provide the very best financial advice to their clients across the UK. We are currently looking for a Client Services Consultant to join the team where you’ll have the opportunity to develop a very successful career in financial services.
Responsibilities Include:
*Respond to client enquiries introducing advisers in a timely and professional manner
*Input all prospective leads onto the database, capturing the data accurately
*Process and log all client feedback and report on any issues identified
*Monitor adviser contact with existing clients and prospective clients
*Help monitor review dates and activity following deadlines
*Monitor and report back on adviser workflow activity
What We’re Looking For
*Individuals that have a passion for the financial services industry and who want to develop their career
*Experience of dealing with clients and providing excellent levels of service
*Team players that want to work towards a common goal
*Motivated and hard working - this is a busy London brokerage with lots of business to handle
*Attention to detail and administration experience
What We Can Offer
- A base salary dependent upon experience. Base salary will continue to rise with progression.
- A very competitive benefits package including generous holiday entitlement, death in service, company pension scheme and access to hundreds of discounted perks including holidays, shopping, food & drink vouchers and much more
- Hybrid working
- The opportunity to work for a highly respected, well known Financial Advisory Business
- A thorough training programme that will provide you with lifelong formal qualifications within the Financial Services Industry
- A genuine long term career path where you can become a fully fledged financial adviser
- A passionate team within a fantastic working environment
If the above sounds like it might be of interest and you meet the requirements above, please apply today to find out more.
Our client is one of London’s most prestigious Mortgage & Protection Brokerages that have been market leaders for over 20 years. With a fantastic client base and year on year growth they continue to provide the very best financial advice to their clients across the UK. We are currently looking for a Client Services Consultant to join the team where you’ll have the opportunity to develop a very successful career in financial services.
Responsibilities Include:
*Respond to client enquiries introducing advisers in a timely and professional manner
*Input all prospective leads onto the database, capturing the data accurately
*Process and log all client feedback and report on any issues identified
*Monitor adviser contact with existing clients and prospective clients
*Help monitor review dates and activity following deadlines
*Monitor and report back on adviser workflow activity
What We’re Looking For
*Individuals that have a passion for the financial services industry and who want to develop their career
*Experience of dealing with clients and providing excellent levels of service
*Team players that want to work towards a common goal
*Motivated and hard working - this is a busy London brokerage with lots of business to handle
*Attention to detail and administration experience
What We Can Offer
- A base salary dependent upon experience. Base salary will continue to rise with progression.
- A very competitive benefits package including generous holiday entitlement, death in service, company pension scheme and access to hundreds of discounted perks including holidays, shopping, food & drink vouchers and much more
- Hybrid working
- The opportunity to work for a highly respected, well known Financial Advisory Business
- A thorough training programme that will provide you with lifelong formal qualifications within the Financial Services Industry
- A genuine long term career path where you can become a fully fledged financial adviser
- A passionate team within a fantastic working environment
If the above sounds like it might be of interest and you meet the requirements above, please apply today to find out more.
Job number 1768527
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Company Details:
CareerStone
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Industry:
At CareerStone we focus on resourcing the very best Sales talent for industry leaders across the UK. We specialise in the Insurance, Finance & Technol...