Client Services Representative managing relationships for TPA and Non - TPA clients in FinTech. Ensuring smooth transitions for retirement plans while fostering business growth and client retention.
About the role
- Client Services role engaging with homeowners to provide data-driven insights for estate agency selection. Guiding clients through the home selling process with professional customer support.
Responsibilities
- Contacting Homeowners who have signed up to our services; guiding them to the point where they are comfortable to book in valuations with their selected agents
- You will be a trusted advisor to home sellers, helping them navigate the complicated process of putting their property on the market and addressing any questions or concerns.
- Assist our customers in identifying the best estate agents for their particular property and needs through a data-driven approach.
- Keep accurate records of conversations, outcomes and follow ups through our CRM system.
- You will take pride in delivering a great customer experience.
Requirements
- Most suitable for Entry-level / Graduates or some early experience in a comparable role.
- You'll be able to quickly assess a situation and provide suitable suggestions and valuable market insights; whilst appreciating the importance of the process our customers are entering into.
- You enjoy the challenge of gathering information and providing a solution to our customers queries or issues.
- You are a people person; you are engaging and have the ability to build an instant rapport with our customers.
- You are a confident communicator and enjoy speaking with a wide range of people.
Benefits
- Comprehensive Benefits package (Including Private medical Insurance, Company pension, Wellbeing allowance and more - head over to our careers site for more information)
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