Customer Service Specialist
* Job Type: Full-time
* Location: SN4
* Salary Range: £25,000 per annum
Hybrid working available once fully trained.
We are looking for a Customer Service Administrator who is a problem-solver, technically adept, and has a strong desire to support a dynamic team. This role is crucial in providing a point of contact for all queries pertinent to the team, offering technical support, and ensuring the smooth operation of our services.
Day-to-Day Responsibilities:
* Serve as the first point of contact for all queries related to your role from the team.
* Provide technical support to team members, encouraging the use of initiative to locate answers.
* Communicate with the practice and office manager regarding any potential issues.
* Prepare for meetings, including business submissions and suitability letters.
* Handle all complex cases and manage and resolve technical queries.
* Liaise with clients to provide assistance and information on technical issues.
* Collaborate with various departments such as tax and trusts, pensions marketing, and asset management to solve contentious issues and support Advisers/Paralegals.
* Stay informed of all industry and internal changes that affect your role.
* Demonstrate a willingness to expand knowledge in all areas of financial services, with a focus on pensions, investments, and tax and trusts.
* Update all client confidential information on relevant platforms.
* Support new team members and manage Salesforce workflow effectively.
* Maintain control over work assignments, ensuring efficient workflow management.