Financial Services Administrator

Accountancy jobs >> Accounting/Financial/Insurance

Negotiable

Permanent

Description

Client Account Manager, £26,000 - £28,000 plus bonus, Witney (Financial Services)

Why Apply?

* 25 Days holiday + birthday

* Pension Scheme

* Mental Health Support

* Onsite Parking

* Ongoing and progressive training

* Supportive environment

* Hybrid working 1-2 days after probation

Global CTS are working with a company who are recruiting for an Client Account Manager, you will play a key role in the success of the business, ensuring customer satisfaction at all times. We are seeking a professional candidate with first rate communication skills with a passion for delivering a service second to none! You must have a good level of education, be professional and able to build relationships with high end clients over the phone as well as send professional communication over email. As the ideal candidate you will come from a financial services background.

You would be joining a team of 15 that are really customer centric but have a passion for service. As the Client Account Manager, your focus should be on retaining business, cross selling and working on lapsed contacts. All staff have a responsibility to act with integrity.

* Taking responsibility for new clients and all related documentation

* Demonstrate attention to detail by requesting relevant paperwork required

* Producing and sending confirmation details to clients

* Dealing with all related queries from clients from all walks of life

* First port of call for existing customers who require assistance and have questions regarding services

* Providing a comprehensive service to clients to ensure they renew policies with the business

* Although not openly selling you must be able to pick up on buying signals for leads for other departments

* Great customer service skills

* Team player

PLEASE NOTE, DUE TO THIS ROLE BEING WITHIN THE FINANCIAL SERVICES SECTOR, YOU WILL BE SUBJECT TO BOTH CRIMINAL RECORD AND FINANCIAL CHECKS.

Desirable

* Car driver

* Financial services background

* Account management experience



Requirements

* Confident using the telephone

* Hard working and driven

* Timely and organised

* Great people person

In submitting your CV to Global CTS Ltd via email, social media, our website (general submission or vacancy application) or to a Global CTS vacancy via a jobs board you imply consent for Global CTS to process your personal data for the purposes of considering your suitability for vacancies and provision of work-finding services. We will never pass on your CV/details without receiving prior permission from yourself. No terminology used in this job description is intended to discriminate against a person’s age, race, religion, gender, marital status, colour, disability or sexual orientation. Each candidate is only assessed on their merits, qualifications and abilities to perform the duties of the job described above
  • 1
  • Negotiable
  • None
  • None
  • CV-61860
  • Permanent
  • 3
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