Client Services Executive - Financial Services

Client Services Executive - Financial Services Northwich, England

Meraki
Full Time Northwich, England 10.56 - 12.04 GBP Today
Job description

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.
Apply Now
Is this job for you? At Meraki, we love recruitment and love words. Is this you?

Jennifer wants: Client Service, Customer Service, Financial Services, Investment

'By submitting your information, you confirm you have read and understood our Privacy Notice which outlines how we use information we collect about you.”

Please see our website page headed ‘Privacy Notice’ for an explanation about how we use information we collect about you’

Client Services Executive - Financial Services
Meraki

Related Jobs

All Related Listed jobs

New Homes Sales Adviser role
Zest Exec Limited Harrogate, England 27000 GBP ANNUAL Today

Maintain weekly contact with the purchaser, their IFA & Solicitor to monitor all ongoing sales through to exchange of Contracts within a six week period from

Export & Import Administrator
Adolphus Group London, England 13.5 - 14 GBP HOURLY Today

Escalated Logistics - providing logistical/admin support to 500+ trade customers in collaboration with customer support and sales admin team.

IT Telecoms Apprentice
Lockton, Inc. London, England 35000 - 55358 GBP ANNUAL Today

Were looking for someone with the ability to take a strong client focused approach when dealing with stakeholders within our business and also with third

Care Assistant
Care UK Residential Care Services Cambridge, East of England, England 10.01 GBP HOURLY Today

Thousands of online and in-store discounts. Experience of caring for others would be useful, not necessarily in a paid role you may have looked after an

Bendi Driver
EV Cargo Bardon Mill, England Today

Build good working relationships with work colleagues and our customers. Reward Gateway access to significant savings and cashback on 900+ top retailers, from