Client Services Adviser

Accountancy jobs >> Accounting/Financial/Insurance




Client Services Adviser

Location: Horsham

Salary: £21k - £27k

Hours: Mon-Fri 9am-17.30pm

Do you want to work for an expanding and modern financial services organisation that offers a great salary and benefit package as well as career progression?

You will already have a strong customer service and administration background within insurance or financial services and have excellent IT skills.


* Dealing with queries from financial advisors over the phone and by email

* Understanding the processes in both written and verbal format to deal with your customers queries

* SLA reporting and client MI transactions through investigation to resolution of any issues

* Review data and ensure great attention to detail for reports to be accurate

* Gain and maintain an understanding of IT platforms within the financial services industry

* Ensure full FCA compliance is adhered to as well as company compliance and procedures

* Resolve queries through to satisfactory outcome

* Attend team meetings

The right candidate will have the following skills and experience:

* Demonstrable background within an FCA regulated environment

* Have worked within a highly customer focused position

* Strong administration skills with great attention to detail

* Ability to build strong business relationships

* Self-motivated and can meet deadlines

* Strong IT skills

This is a fantastic opportunity to join a thriving organisation that offers a friendly environment as well as great career progression, for more information on this role please call Sarah Nicholas on (phone number removed) or apply today for an immediate interview!

Pier Recruitment does not discriminate on the grounds of 'protected characteristics' as defined under the Equality Act and other relevant UK legislation.

Pier Recruitment acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles.

If your application is successful a consultant will be in contact with you within the next 2 working days. If you do not hear within 7 days please call the office as we always wish to provide 100% customer service
  • 1
  • Negotiable
  • None
  • None
  • CV-118665
  • Permanent
  • 0

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