Graduate Client Service Associate

Apply now

My client is a large corporate financial service company with award winning world class experience that spans over 50 years. They pride themselves on offering outstanding investment management solutions and client services internationally, with a presence in over 20 countries.

My client is currently looking for ambitious graduates to join their Client Service team based in Surrey. This is an absolutely fantastic opportunity for well-educated, bright graduates who have both exceptional written and verbal communication skills, customer service experience and an interest in the financial services to join an elite corporate company who offer genuine progression prospects.

The role itself is to work within a corporate call centre, responding proactively to inbound calls from both direct customers and Independent Financial Advisers. The successful candidates will provide support and information to customers investing with the business, advising clients in regards to their accounts and actively promoting the company’s products and services – ensuring excellent customer service is provided at all times.

Key Responsibilities
• Take incoming phone calls within agreed performance and quality standards
• Demonstrate high levels of customer focus
• Ensure calls are resolved to the satisfaction of the customer and Client
• Remain highly motivated and focused towards achieving set individual, department and company performance goals
• Always interact in a friendly and professional manner – making sure all aspects of the request are fully addressed and provide relevant additional information as appropriate
• Explain relevant products and procedures clearly and simply whilst promoting Fidelity’s brand values
• Making outbound calls to customers and/or IFA’s to promote additional products and services and/or seek feedback
• Recognising ‘key signals’ from customers or enquirers so as to proactively promote our products and services
• Proactively develop an awareness of the regulatory environment in which Fidelity operates, our “Treating Customers Fairly” framework, and the impact this has on the delivery of customer service solutions, including situations which require the correct escalation of a complaint
• Develop a strong understanding of products, procedures, systems and customer needs through receiving relevant training.

A comprehensive and bespoke training program is provided for all successful candidates, to ensure all staff are able to speak and advise clients confidently about the products offered and the company itself. In addition to this, on-the-job training is also offered to ensure the associate’s constant progression throughout their career within the company.

• Customer service experience is essential.
• Possess a clear, confident and upbeat telephone manner
• Possess the ability to listen and question effectively
• Have no problem working in high intensity situations whilst remaining calm and professional.
• Ability to consistently offer accurate information and an outstanding service
• Excellent organisation skills; ability to manage several tasks simultaneously and to prioritise.
• Good interpersonal skills with the ability to communicate effectively and appropriate with internal and external customers, in writing and verbally.
• Ability to work under pressure and to tight deadlines.
• Accuracy and attention to detail essential.
• Proactive team player, able to take the initiative and anticipate difficult situations and find practical solutions to issues as they arise.
• Experienced user of Microsoft Office – Word, Outlook and basic knowledge of Excel.

Reed Specialist Recruitment Limited is an employment agency and employment business