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.