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Financial Service Client Representative
Job Posted: 21 hours ago
Salary: £ 29,000 - 30,000 / Annum
Job Type: Permanent
Location: Preston, Lancashire
Expire in: a month
Job Description
We are recruiting for a Financial Services Customer Representative, supporting the delivery of bespoke investment banking solutions, including M&A advisory, capital raising, and strategic financial services. Acting as a liaison between clients and internal deal teams, the representative ensures the alignment of client objectives with tailored financial strategies, maintaining a high standard of service, confidentiality, and responsiveness.
Client Details
We are working with a leading investment banking provider operating within the financial services sector seeks to strengthen its strategic position through targeted growth, capital raising, and advisory services. With a proven track record in structuring complex financial transactions, the firm supports institutional clients, corporations, and high-growth enterprises across key verticals including asset management, insurance, fintech, and banking.
Description
Key responsibilities consist of:
Respond promptly and professionally to customer inquiries via email, phone, and live chat.
Resolve customer issues by collaborating with internal teams and ensuring a timely resolution.
Maintain accurate records of customer interactions and transactions using internal systems.
Provide detailed information about products and services to clients as needed.
Identify opportunities to improve customer experiences and escalate suggestions to management.
Respond to customer inquiries independently and as part of a team across various channels, including email, phone, and live chat
Provide outstanding customer service by addressing concerns promptly, empathetically, and professionally
Ensure timely and accurate responses to all customer interactions
Maintain a positive, solution-oriented mindset to support customer satisfaction and loyalty
Accurately document customer interactions and follow up on unresolved issues as needed
Collaborate with team members and cross-functional departments to resolve complex issues and enhance overall service quality
Adhere to industry regulations and company policies while handling sensitive customer information.
Support the onboarding process for new clients by addressing their initial queries.
Participate in training sessions to stay updated on product knowledge and industry practices.Profile
The successful profile will have:
A background in customer service, preferably within the financial services sector.
Strong communication skills, both written and verbal, to effectively interact with clients.
Knowledge of financial products and services or a willingness to learn quickly.
A proactive approach to problem-solving and a focus on customer satisfaction.
Demonstrated experience in customer service, with a proven ability to manage inquiries across phone, email, and live chat platforms.
Exceptional organisational and time-management skills, thriving in fast-paced environments.
Strong verbal and written communication abilities, combined with a customer-centric and empathetic approach.
Keen attention to detail and ability to multitask while maintaining accuracy and service quality.
Professional, approachable, and consistently positive in interactions with customers and colleagues.
Proficiency in using customer relationship management (CRM) systems and related tools.
An eye for detail and the ability to multitask in a fast-paced environment.Job Offer
A competitive salary of £29000 to £3000, depending on experience.
Opportunities for professional growth within the financial services industry.
Performance based bonuses.
A supportive company culture focused on employee development.
Full-tim 40 hour working week position.
Hybrid working 2 days in office.
Comprehensive training to enhance your skills and knowledge.
Permanent position with internal opportunities.
Equipment providedBefore You Apply
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- Bank details.
- National Insurance number.
- Date of birth.
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