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Financial services representative

Holywood
beBee Careers
Service
Posted: 5h ago
Offer description

We are seeking a dedicated Customer Service Advisor to join our team. This role is perfect for individuals who are passionate about delivering exceptional customer experiences and have excellent communication skills.


Key Responsibilities

* Provide Outstanding Customer Service: Respond to customer inquiries in a timely and professional manner, ensuring that their needs are met and they feel valued.
* Educate Customers: Explain the different ways customers can manage their finances and help them choose the best options for their individual needs.
* Resolve Issues: Accurately and compliantly complete processes and procedures while providing a seamless experience for customers.


What You'll Do

* Conduct Financial Reviews: Meet with customers to review their financial situation and provide them with accurate information to make informed decisions about financial products and services.
* Manage Diaries and Balance Proactive Conversations: Organize your time effectively to ensure that you are meeting performance measures and customer needs.


The Skills We Need

* Excellent Communication Skills: Both verbal and written.
* A Background in a Regulatory Environment: Experience working within a regulatory environment is essential for this role.
* Good Technology Skills: Proficiency in Microsoft Office is required.
* A Customer-Focused Attitude: A passion for delivering exceptional customer experiences is crucial for success in this role.

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