Mbf are working with a leading national financial organisation to recruit a Customer Services Executive. Our client is an award winning, national business that provides unrivalled financial services solutions to clients across the country. With a strong focus on innovation and client satisfaction, they are committed to providing an exceptional level of service to their clients.
We are seeking a dynamic and motivated individual to join our client. The successful candidate will be responsible for managing a portfolio of existing clients, delivering exceptional service, and fostering long-term relationships. This is an exciting opportunity for individuals with a financial services or customer service background or a graduate looking for a long term career.
Key Responsibilities:
- Manage a portfolio of existing clients, ensuring their needs are met and providing proactive support and guidance
- Develop strong relationships with clients, understanding their goals and objectives
- Work closely with internal teams to ensure a seamless client experience
Requirements:
- Previous experience in financial services or customer service roles
- Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients
- Strong negotiation and problem-solving abilities
- Proactive and self-motivated, with a drive to achieve targets and deliver results.
- Must live in Bath or the surrounding area
Benefits:
- Comprehensive training and development opportunities
- Bonuses
- Excellent company benefits
- Opportunity for career progression within a reputable and established organisation
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
