Are you an experienced financial services administrator, looking for a new role in a dynamic and supportive environment, offer genuine long term career opportunities?
Due to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide support to the Financial Advisers and Paraplanning team.
The option to progress on to Paraplanning is available.
The role involves taking lots of calls from different customers providing them with a great service.
Giving them updates on their account, completing transactions over the phone to dealing with any other questions or queries they may have, are key parts of the role.
Our Customer Service Contact Centre are looking for friendly, helpful people to join them on an Apprenticeship programme.
Are you a financial services administration professional, looking for a new role in a dynamic and supportive environment?
Due to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to the Financial Advisers and Paraplanning team.
The successful candidate will have in depth knowledge and understanding of the Financial Planning process; have experience using industry software, ideally gained within an IFA or financial services practice.
AT Management (ATM) is an established contact centre which provides Customer Service/Sales solutions for major companies across the UK.
2 weeks training provided via Teams
Are you passionate about providing exceptional customer service
Do you possess a passion for the entertainment industry and want to share that knowledge with our customers to ensure they have the best experience possible?
The role will involve providing specialist advice, quick thinking and cross referencing to clear set processes, guidance and systems.
As a Customer Service Representative, you'll be responsible for the behind-the-scenes processing service, looking after all web and email-based customer enquiries, such as applications, enquiries, complaints, written correspondence and other back-office activities.
You will move across different processes of the scheme learning new skills and processing different types of customer correspondence.