Investor Services Specialist

Airport Placements; Bournemouth; On-site; GBP 20,000 - GBP 25,000; Full time

Job summary

A leading recruitment agency seeks a Customer Service Representative for a financial services company in Bournemouth. The role involves responding to client queries via email and phone, ensuring high-quality correspondence, and adhering to compliance requirements. Ideal candidates should have inbound customer service experience, preferably in financial services, and be strong independent and team workers. Standard working hours are Monday to Friday, 9am to 5:30pm.

Qualifications

• Demonstrate inbound customer service experience, ideally from the financial services industry.
• Experience in complaint handling, inbound processing, or banking roles is beneficial.
• Strong independent and team worker.

Responsibilities

• Responding to emails and telephone calls from investors and professionals.
• Prioritising queries and corresponding with other departments.
• Typing and administering correspondence to clients/investors.

Skills

Inbound customer service experience

Complaint handling

Teamwork

Job description

A leading recruitment agency seeks a Customer Service Representative for a financial services company in Bournemouth. The role involves responding to client queries via email and phone, ensuring high-quality correspondence, and adhering to compliance requirements. Ideal candidates should have inbound customer service experience, preferably in financial services, and be strong independent and team workers. Standard working hours are Monday to Friday, 9am to 5:30pm.