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Meraki Talent are working with an Asset Management firm who are looking to appoint an experienced Investor Support Executive on a permanent basis within Northwich.
We are seeking those who have worked within a busy and demanding Financial Services firm, where you have gained experience in dealing with client queries via telephone, letter and email, maintaining a first class service at all times.
Key duties will include;

• Liaising with customers via telephone, email and letter
• Recording accurate customer data, on inhouse systems
• Processing client documents, scanning and storing these to department standards
• Assisting clients with all aspects of the online customer portal
• Ensuring customer satisfaction, at all times
• Meeting set SLA’s

This is a busy and varied role, which will require applicants to plan and prioritise their workload, ensuring deadlines are met. Applicants must have a genuine passion for delivering a first class client service, and be able to go above and beyond for clients, assisting them with their saving and investment products. Ideally applicants will have come from a Financial Services background, and have a proven track record in customer services.
This is a permanent opportunity, offering an immediate start.
Our client work 35 hours per week, however this role will be on a rotational basis to Monday to Friday, between the hours of 8am and 6pm.
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Jennifer wants: Client Service, Customer Service, Financial Services, Investment

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