Financial Services Client Success Consultant

Parmenion Capital Partners LLP; Bristol; On-site; GBP 25,000 - GBP 35,000; Full time

Job summary

A leading financial services firm is seeking a Customer Services Consultant to effectively manage inquiries from financial advisers and clients. This role involves providing exceptional customer service, resolving queries, and ensuring compliance with regulatory standards. The ideal candidate should have prior experience in financial services or customer support, along with strong organizational and relationship management skills. Opportunities for professional development and training are available, including a pathway to senior consultancy roles.

Qualifications

• Previous experience in Financial Services or customer service is essential.
• Must have strong relationship management and stakeholder management abilities.
• Ability to multi-task between different communication channels.

Responsibilities

• Provide first class customer service in B2B and B2C environments.
• Answer inbound calls and emails from various stakeholders.
• Liaise with internal departments for accurate information.

Skills

Financial services experience

Customer service experience

Relationship management

Organizational skills

Team player

Multi-tasking

Adaptability

Education

IOC qualification or similar

Job description

A leading financial services firm is seeking a Customer Services Consultant to effectively manage inquiries from financial advisers and clients. This role involves providing exceptional customer service, resolving queries, and ensuring compliance with regulatory standards. The ideal candidate should have prior experience in financial services or customer support, along with strong organizational and relationship management skills. Opportunities for professional development and training are available, including a pathway to senior consultancy roles.