My client, a vibrant and well-presented specialist financial firm based in Knutsford are currently expanding their administrative and customer support teams. This is a great opportunity if you’re an experienced Client Advisor looking to build a career with company that has a great reputation for the services they provide, both to their employees and customers alike.
Initially a temporary contract you will have the opportunity to move onto a permanent role after 6 months. You will be working within a very busy and fast-paced team and will be the first person that many clients will speak with, effectively being the face of the brand
Key Responsibilities will include:
- Acting as first point of contact for client’s addressing any queries they have
- Making welcome calls to new clients, running through information packs, and ensuring they have all necessary documentation
- Responding to emails
- Qualifying client’s requirements for financial advice
- Database management including compliance to ensure all information meets financial regulations.
Experience within pensions, banking or the financial sector is highly desirable but not essential however you must have previous customer support or administrative experience. You must be able to use MS Office (Word and Excel) to a high degree.
The company is based on one of Knutsford’s most well-known business parks and has excellent facilities around it. Public transport is limited but free parking is just one of bonuses provided.
So, if you’re immediately available or have a short notice period and are looking for a change then this could be the role for you. The company is dedicated to developing its staff and has clear growth plans in place – very exciting time to join the business!
Follow the link to submit your CV and I look forward to speaking to you soon.