Client Associate

Job Description

As a Client Associate, you will play a pivotal role in delivering exceptional customer service and support to our clients. Your primary responsibility will be to ensure client satisfaction through effective communication and problem resolution.

Responsibilities

• Assist clients with their inquiries and provide effective solutions to issues.
• Develop strong client relationships to enhance loyalty and satisfaction.
• Keep records of client interactions and update systems as necessary.
• Proactively identify opportunities to upsell or cross-sell services.
• Support ongoing improvements in customer service processes and procedures.
• Coordinate with compliance to ensure all client interactions meet regulatory standards.

Requirements

Education

• A-levels or equivalent qualification

Experience

• Minimum of 1-2 years of relevant customer service experience.

Technical Skills

• Microsoft Office Suite
• CRM Software

Soft Skills

• Communication
• Problem-Solving
• Attention to Detail

Languages

• English: Fluent

Advantageous

• Experience in the financial services industry: Previous background in financial customer service roles.
• Fluency in additional languages: Ability to communicate in languages other than English is advantageous.

Benefits

• Competitive salary of £20,000 - £25,000 per annum depending on experience.
• Comprehensive healthcare benefits.
• Pension plan with company contributions.
• Ongoing professional development opportunities.
• Flexible working hours.

Company Culture

• Customer Focus: We prioritise our clients' needs and strive to provide outstanding service.
• Team Collaboration: We believe in the power of teamwork to achieve common goals.
• Diversity: We promote a culture of diversity and inclusion, welcoming individuals from various backgrounds.