Client Services Professional - Financial Services - West Sussex

Job Title: Client Services Professional - Financial Services - West Sussex
Contract Type: Permanent
Location: Horsham, West Sussex
Salary: £22000 - £27000 per annum + 22 days Holiday, Pension, Healthcare
Start Date: ASAP
Reference: BBb42312_1570618762
Contact Name: Tanya Etheridge
Contact Email:
Job Published: October 09, 2019 11:59

Job Description

Key Activities & Responsibilities:

Our industry leading client are going through an exciting period of growth! This has now opened up opportunities for Call Centre Operatives to join them in their new offices! Read on for more details...

Reporting To: Client Services Manager

Responsibility for Others: None

Location: Horsham

Overall Purpose of the Job:

To be the voice of Fusion, providing professional helpful responses with all query resolutions to internal and external customers, accurately and timely. In addition, processing key back office tasks, working closely with all departments within Fusion.

Key Activities & Responsibilities:

  • First point of contact for queries from Financial Advisors and/End consumers via phone/email/tickets
  • Understanding and confidently articulating multiple processes in both written and verbal format; specific to KYC (Know Your Customer) & Due Diligence, SLA reporting, Client MI Transactions and Support & Issue Resolution.
  • Answer customer queries in accordance with processes and procedures
  • Absolute ownership of queries through to satisfactory resolution
  • Gain and maintain a good understanding of Platforms within the Financial Services market
  • Follow procedures and instructions in order to ensure excellent client outcomes
  • Source answers and think logically to find solutions
  • Review data to ensure accuracy
  • Proactive feedback to other departments where required in order to ensure excellent client outcomes
  • Contribute and feedback in team meetings

Required Skills/Experience:

  • Excellent phone manner and experience of dealing with challenging calls
  • 5 GCSE's including maths and English language
  • 2 A Levels or equivalent
  • Willing to learn
  • Accurate with good attention to detail
  • Ability to work as part of a team and autonomously
  • Excellent communication skills both written and oral
  • Organised and diligent
  • Build rapport quickly and easily

Desirable Skills/Experience:

  • Financial Services industry experience
  • Confident user of Microsoft Word and Microsoft Excel

Personal characteristics:

  • Self-starter, willing to learn
  • Ability to adapt communication according to the audience
  • Ability to prioritise work
  • Confidence to ask questions and suggest process improvements
  • Embraces change positively
  • Able to work efficiently and accurately in a fast paced environment
  • Enthusiasm, energy and positivity

To be considered for this position, APPLY NOW!