Client Services Consultant
other jobs CareerStone
Added before 3 Days
- England,London
- full-time
- £25,642 - £29,642 per annum, OTE
Job Description:
Up to £25,642 basic salary + generous quarterly bonus scheme
*Hybrid role - 2 days office based, 3 days working from home*
The Company:
We are recruiting for one of London’s largest and most prestigious whole of market, independent Mortgage & Protection Brokers.
As a highly respected name in the market, they provide mortgage/protection advice and complementary products to individuals/employees within major FTSE250 corporations.
With a reputation built on trust and outstanding service they have continued to grow year on year, and as such are currently seeking a personable Client Services Consultant to join their organisation.
The Position:
As Client Services Consultant you’ll be responsible for communicating with both existing and new clients, informing them of additional products/services available alongside their mortgage and scheduling appointments with the relevant specialist advisers.
You will report directly to the Client Services Manager.
Responsibilities will include:
* Maintaining Finplan/Bluecoat records with up to date tracking and monitoring at each stage of the appointment booking process.
* Liaising with clients, mortgage brokers and protection advisers ensuring all are contacted in the necessary time frame.
* Organising diaries, speaking to the clients to arrange meetings with the specialist services team, setting up the diary entry and following up when needed.
* Providing personalised responses to clients via phone and over email.
* Working to clear SLAs and KPIs as set out by management to ensure an efficient level of productivity
To be a successful Client Services Consultant, you’ll need to be highly organised, goal orientated and have a solid understanding of the sales/appointment setting process.
Key requirements:
* Significant experience of providing a superior level of customer service over the phone (ideally within the mortgage/protection industry)
* Excellent verbal and written communication skills
* Exceptional time management & prioritisation skills
* Excellent attention to detail and methodical approach
* Highly competent in using a wide range of IT software and industry applications (Previous experience of Bluecoat/Finplan is an advantage but not essential as training will be given)
* Results orientated with a commitment to continued professional development
Benefits:
* A thorough onboarding program and continual support
* 9am - 5:30pm working hours and the ability to work from home 2 days a week
* An inclusive, team orientated business that strives to succeed and stand out in the industry
To apply for this Client Services Consultant role, please hit the ’Apply Now’ button to send us your CV
*Hybrid role - 2 days office based, 3 days working from home*
The Company:
We are recruiting for one of London’s largest and most prestigious whole of market, independent Mortgage & Protection Brokers.
As a highly respected name in the market, they provide mortgage/protection advice and complementary products to individuals/employees within major FTSE250 corporations.
With a reputation built on trust and outstanding service they have continued to grow year on year, and as such are currently seeking a personable Client Services Consultant to join their organisation.
The Position:
As Client Services Consultant you’ll be responsible for communicating with both existing and new clients, informing them of additional products/services available alongside their mortgage and scheduling appointments with the relevant specialist advisers.
You will report directly to the Client Services Manager.
Responsibilities will include:
* Maintaining Finplan/Bluecoat records with up to date tracking and monitoring at each stage of the appointment booking process.
* Liaising with clients, mortgage brokers and protection advisers ensuring all are contacted in the necessary time frame.
* Organising diaries, speaking to the clients to arrange meetings with the specialist services team, setting up the diary entry and following up when needed.
* Providing personalised responses to clients via phone and over email.
* Working to clear SLAs and KPIs as set out by management to ensure an efficient level of productivity
To be a successful Client Services Consultant, you’ll need to be highly organised, goal orientated and have a solid understanding of the sales/appointment setting process.
Key requirements:
* Significant experience of providing a superior level of customer service over the phone (ideally within the mortgage/protection industry)
* Excellent verbal and written communication skills
* Exceptional time management & prioritisation skills
* Excellent attention to detail and methodical approach
* Highly competent in using a wide range of IT software and industry applications (Previous experience of Bluecoat/Finplan is an advantage but not essential as training will be given)
* Results orientated with a commitment to continued professional development
Benefits:
* A thorough onboarding program and continual support
* 9am - 5:30pm working hours and the ability to work from home 2 days a week
* An inclusive, team orientated business that strives to succeed and stand out in the industry
To apply for this Client Services Consultant role, please hit the ’Apply Now’ button to send us your CV
Job number 1631210
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CareerStone
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At CareerStone we focus on resourcing the very best Sales talent for industry leaders across the UK. We specialise in the Insurance, Finance & Technol...