About Our Client
Our client is a leading retailer with a significant footprint in the industry. With a substantial number of employees, they consistently deliver top-tier services to their customers, making them a respected and reputable player in the retail sector.
Job Description
* Deal with Customer Queries by telephone and email
* Play a key role in a busy contact centre dealing with queries and complaints
* Develop and implement case management plans.
* Assess client needs and provide appropriate financial solutions.
* Coordinate with various teams to ensure client satisfaction.
* Monitor and track client progress and adjust plans as needed.
* Ensure compliance with financial regulations and standards.
* Maintain accurate and up-to-date client records.
* Produce regular reports on client progress and financial status.
The Successful Applicant
A successful Personal Case Manager should have:
* Relevant experience in a busy Customer Service/Contact Centre
* Strong knowledge of financial planning and portfolio management.
* Excellent communication and interpersonal skills.
* Proficiency in using financial software and tools.
* Proven problem-solving abilities and attention to detail.
What's on Offer
* A competitive salary range of circa £27,000
* An inclusive and supportive company culture.
* Generous holiday leave.
* Opportunities for professional growth and development.
This is a fantastic opportunity for a Personal Case Manager looking to enhance their career in the retail industry. If this sounds like the right fit for you, we encourage you to apply.
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