Customer Support Consultant (financial Services)

Resource Management Ltd
£17500 - £25k pa + Plus Benefits
03 Oct 2017
04 Nov 2017
Contract Type
Full Time
Customer Support Consultant (financial Services) Bath Salary: £17,257 - £25,886 pa depending on experience Benefits: (28 days holiday + bank holiday, pension, annual bonus) Ascentric is a fast growing, successful business and one of the largest employers in central Bath. A subsidiary if Royal London, Ascentric offers an investment platform used by financial advisers to manage their clients' money. With strong financial backing from the Royal London Group and an unwavering focus on their customers; the platform has grown into an award winning, flexible and transparent service that allows both advisers and investors view and manage their investment portfolios in one place online. Ascentric has enjoyed significant growth every year since launch in 2007 and now look after over £10bn of their customers' investments. The business continues to grow rapidly and is an open, honest and dynamic place to work. It's an exciting time to join Ascentric, as they enter the next phase of growth their growth strategy. We are looking to add a Customer Support Consultant to Ascentric's Operations based in central Bath. You will provide excellent customer service to our customers ensuring all tasks are undertaken within regulatory or legislative guidelines. This role would suit a person who enjoys serving customers and has high levels of professionalism and is looking to get into financial services. It provides an opportunity to gain experience in the investment/wealth management sector, working with high net worth customers and their financial advisers, for a well-regarded local company with national coverage. Responsibilities - Own all requests/enquiries from start to completion, minimising hand-offs, working with colleagues from across the business to deliver a high quality personal service - Become an expert user of our online platform, able to assist customers and financial advisers, ensuring they are aware of the tools and online facilities available - Be prepared to take on a range of different administrative/customer service tasks, demonstrating flexibility, a desire to learn and collaborative attitude - Constantly seek additional knowledge to help you provide additional value to our customers, anticipating their needs and finding solutions to any challenges that arise Experience/Qualifications - Customer service/administration experience is preferred or educated to degree level - Excellent verbal and numeracy skills are essential, as is being able to communicate in a confident, professional and sincere manner. - Demonstrate extremely high levels of personal integrity to maintain the trust of our customers - Working knowledge of Microsoft Office, including Word and Excel, is required. This is a great opportunity to work within a professional vibrant office for a successful organisation with genuine career progression potential For any further queries regarding the role, please contact *****************************************
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