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This is a permanent full-time client service officer position, supporting the client service managers. You will be responsible for providing exceptional first point of contact, customer service to ensure the clients partner providers are at the forefront of every decision.
Job Responsibility:
Scanning of files and documents
Liaising with financial advisers over the phone and email
Processing transactions and preparing client review documents
Doing consents + trade proofing
Requirements:
Previous customer service experience from retail, hospitality
Excellent written and verbal communication skills
Problem-solving skills whilst working under pressure
Ability to work well within a team
Passion for the financial services industry
What we offer:
Comprehensive training and development
Dynamic, vibrant & passionate team who celebrate the small and large wins together
Reward & recognition programs with long term career prospects
Free parking on-site + a close walk from castle hill train station
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CrawlJobs.com
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At CrawlJobs.com, we simplify finding your next career opportunity by bringing job listings directly to you from all corners of the web. Using cutting-edge AI and web-crawling technologies, we gather and curate job offers from various sources across the globe, ensuring you have access to the most up-to-date job listings in one place.
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