The Personal Case Manager will Be working in a busy customer service department within the retail industry. The role is based in Reading and requires a detail-oriented individual with strong interpersonal skills and ability to deal with complaints.
Client Details
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.
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.
Profile
A successful Personal Case Manager should have:
1. Relevant experience in a busy Customer Service/Contact Centre
2. Strong knowledge of financial planning and portfolio management.
3. Excellent communication and interpersonal skills.