Customer Service Representative - Corporate and Private Client

Do you have recent experience of dealing with HNW or Corporate�Customers?

Can you demonstrate account�management and accurate record keeping?

If so, then we would like to hear from you.

Our client, a unique financial services organisation, are looking for a�Customer Service Representative�to join their growing�Corporate and Private Client�team.

As a Customer Service Representative within the Corporate and Private Client team you will work closely with a team of Account Managers, managing portfolios of High-Net-Worth and Corporate clients.� A typical day will see you:

• Managing client email and telephone queries


• Building relationships with customers and colleagues


• Processing payments and donations


• Verifying the purpose of donations


• Updating information on the company's CRM

This position demands a high degree of initiative and flexibility. Attention to detail and high levels of organisational and communication skills are essential, as are:

• Strong data entry skills


• High levels of numeracy


• The ability to work to tight deadlines


• Good MS Office skills

The role is�office-based Monday-Friday, 9am-5pm, for an initial training period, after which there is the potential for hybrid working.� The client offers�excellent benefits�including,�free on-site parking, a�generous pension, and 30 days holiday plus Bank Holidays.

If you are highly motivated, pro-active, flexible and thrive on delivering exceptional customer service then this is the role for you!

To apply please send your CV or call Phil in the office for more details