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Customer Service Specialist Job Type: Full-time Location: SN4 Salary Range: £25,000 per annum Hybrid working available once fully trained. We are looking for a Customer Service Administrator who is a problem-solver, technically adept, and has a strong desire to support a dynamic team. This role is crucial in providing a point of contact for all queries pertinent to the team, offering technical support, and ensuring the smooth operation of our services. Day-to-Day Responsibilities: Serve as the first point of contact for all queries related to your role from the team. Provide technical support to team members, encouraging the use of initiative to locate answers. Communicate with the practice and office manager regarding any potential issues. Prepare for meetings, including business submissions and suitability letters. Handle all complex cases and manage and resolve technical queries. Liaise with clients to provide assistance and information on technical issues. Collaborate with various departments such as tax and trusts, pensions marketing, and asset management to solve contentious issues and support Advisers/Paralegals. Stay informed of all industry and internal changes that affect your role. Demonstrate a willingness to expand knowledge in all areas of financial services, with a focus on pensions, investments, and tax and trusts. Update all client confidential information on relevant platforms. Support new team members and manage Salesforce workflow effectively. Maintain control over work assignments, ensuring efficient workflow management.
Customer Service Specialist Job Type: Full-time Location: SN4 Salary Range: £25,000 per annum Hybrid working available once fully trained. We are looking for a Customer Service Administrator who is a problem-solver, technically adept, and has a strong desire to support a dynamic team. This role is crucial in providing a point of contact for all queries pertinent to the team, offering technical support, and ensuring the smooth operation of our services. Day-to-Day Responsibilities: Serve as the first point of contact for all queries related to your role from the team. Provide technical support to team members, encouraging the use of initiative to locate answers. Communicate with the practice and office manager regarding any potential issues. Prepare for meetings, including business submissions and suitability letters. Handle all complex cases and manage and resolve technical queries. Liaise with clients to provide assistance and information on technical issues. Collaborate with various departments such as tax and trusts, pensions marketing, and asset management to solve contentious issues and support Advisers/Paralegals. Stay informed of all industry and internal changes that affect your role. Demonstrate a willingness to expand knowledge in all areas of financial services, with a focus on pensions, investments, and tax and trusts. Update all client confidential information on relevant platforms. Support new team members and manage Salesforce workflow effectively. Maintain control over work assignments, ensuring efficient workflow management.