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Financial Services



Type of Position: Client Services Representative
Pay: £24,343

Client Services Representative- Farnborough

Our client is looking for a Client Services Representative to work as part of the Client Services team in Farnborough- earn £24,343.

Key Responsibilities:

Manage inbound and outbound calls and book appointments.
Respond to customer questions and resolve their issues
Respond to customer emails that require follow up
Generate required number of quality appointments (i.e. where there is a genuine need for our advice) to clients and prospects
Comply with all call script requirements, as well as accurate recording and reporting on all call activities within our back office system
Ensure that client’s policies, processes, regulatory guidelines and quality assurance requirements are met

Essential qualities:

Excellent communication and listening skills
Excellent telephone manner
Strongly customer focused and be able to manage and overcome objections in a financial services context
The ability to relate to people and not get flustered in conversation
Accuracy and attention to detail is paramount
Resilient and diplomatic
Ideally has knowledge of regulations as well as products and solutions sold in the retail financial services market
Track record of meeting and exceeding targets
IT literacy and telephone user skills
Financial Services experience is desirable preferably obtained in a life and pensions environment
Experience of working in a fast paced and targeted environment
Business development or customer services experience
Desirable to have negotiation and objection handling experience
Experience in building and maintaining positive customer relationships

Please email your CV to to be considered for this position.


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