Customer Service Representative - Corporate and Private Client

Do you have recent experience of dealing with HNW or Corporate Customers?

Can you demonstrate account management and accurate record keeping?

If so, then we would like to hear from you.

Our client, a unique financial services organisation, are looking for a Customer Service Representative to join their growing Corporate and Private Client team.

As a Customer Service Representative within the Corporate and Private Client team you will work closely with a team of Account Managers, managing portfolios of High-Net-Worth and Corporate clients. A typical day will see you:

• Managing client email and telephone queries
• Building relationships with customers and colleagues
• Processing payments and donations
• Verifying the purpose of donations
• Updating information on the company's CRM

This position demands a high degree of initiative and flexibility. Attention to detail and high levels of organisational and communication skills are essential, as are:

• Strong data entry skills
• High levels of numeracy
• The ability to work to tight deadlines
• Good MS Office skills

The role is office-based Monday-Friday, 9am-5pm, for an initial training period, after which there is the potential for hybrid working. The client offers excellent benefits including, free on-site parking, a generous pension, and 30 days holiday plus Bank Holidays.

If you are highly motivated, pro-active, flexible and thrive on delivering exceptional customer service then this is the role for you!

To apply please send your CV or call Gareth in the office for more details