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Financial Services



Type of Position: Client Services Representative - Farnborough
Pay: £26k - £28k

Client Services Representative - Farnborough

Our client is looking for a Client Services Representative to work as part of the Client Services team based in Farnborough.


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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