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Date Added: Wed 30/07/2025

Client Services Advisor

Kings Hill, ME19, UK
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Company: JAMES FRANK ASSOCIATES

Job Type: Permanent, Full Time

Salary: £26000/annum

Our client, a leading business in the Financial Services industry is seeking a Client Services Advisor to join their Servicing team on a full-time, permanent basis.

Due to an exciting period of growth our client is looking for a customer-focused individual to join their team.

This is the ideal opportunity for someone with previous customer service experience either from a Retail or office background, or someone looking to kickstart their career in Financial Services who is confident liaising with colleagues and client of all levels over the phone.

Key Responsibilities -

* Answering inbound and making outbound calls to clients

* Dealing with enquiries via email and acting as the first point of contact for queries

* Updating and taking notes in internal systems and databases

* Taking payments over the phone from customers

* Chasing other departments for outstanding documentation

Key Experience:

* Previous customer service experience either in a Retail or office environment

* Good communicator, confident liaising with colleagues and clients of all levels

* Able to work both independently and as part of a team

* Confident updating internal systems

* Excellent customer service skills, confident being the first point of contact for queries

This is a fantastic opportunity for a Customer Service Adviser to join a thriving business who are leaders in the Financial Services industry.

This would be a great first role for someone or an excellent new opportunity for someone looking to transition into Financial Services.

CVs are being reviewed so please apply now for immediate consideration
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