We are looking for a Client Servicing Lead for our client based in London.
You will be joining a well-established Wealth Management firm, a partner practice of SJP (St. James Place) and will play a crucial role in ensuring regular contact with clients and facilitating meetings with Advisers to review their accounts.
Responsibilities
Proactively schedule and book client review meetings with the MD, ensuring that all clients are contacted regularly and meet with the MD at least once a year.
Sheridan ward is delighted to be working closely with a fabulous company based in Aylesbury, they are looking for a new Customer Service Representative to join their growing team!
Do you have previous customer service experience?
Do you have previous experience answering and dealing with a high volume of incoming calls?
As a Customer Service Representative, you will be responsible for providing exceptional customer service and support to our clients.
This position requires excellent communication skills, both verbal and written, as well as the ability to multitask and problem-solve in a fast-paced environment.
Duties
- Ensure inbound and outbound calls are handled efficiently and professional manner.
You will assist the Client Services Team Leader to provide our services to our clients and also assist our agents in the field.
The primary purpose of the role is to deliver an excellent customer service and experience for both the Company and its customers by working in our Client Services team.
The role is located in our Romford office and involves working with a growing team that works across a range of working times to deliver the full range of services we provide.
They are currently seeking additional Customer Service Representatives due ongoing developments and with training you will become responsible for providing an efficient and effective administration and customer service for their Mortgage and Savings Accounts customers.
As a financial services organisation who have been in business for over 125 years, they take great pride on providing a professional service to over 47,000 customers throughout England and Wales.
Their aim to be the first choice for families' mortgages and savings, by providing an outstanding services that is fully backed by their excellent personal service and innovative products.