Job Description

Job Overview

We are seeking a dedicated and proactive Client Services professional to join our team. The ideal candidate will play a crucial role in ensuring exceptional service delivery to our clients within the financial services sector. This position requires strong communication and analytical skills in order to manage client interactions effectively.

Orton Financial is a mortgage brokerage, working with clients all over the world. You will be required to provide support to client-related business operations.

The role is offered on a part time basis, with a negotiable start time between 08:15 and 09:00. The expected number of hours per day is 5-6, with flexibility available for the right candidate.

The hourly rate is 12.60, with a discretionary performance related bonus.

Responsibilities

Serve as the primary point of contact for clients, addressing inquiries and resolving issues promptly. Answering the phone to new and existing clients. Utilise our CRM to track client interactions and maintain accurate records of communications and transactions. Collaborate with internal teams to ensure client needs are met and expectations are exceeded. Conduct thorough analysis of client feedback and service metrics to identify areas for improvement. Develop and maintain strong relationships with clients, fostering trust and loyalty through effective communication. Assist in the preparation of reports and presentations that highlight service performance and client satisfaction levels.

Experience

Previous experience in a client services role, preferably but not essential Exceptional communication skills, both written and verbal, with the ability to convey complex information clearly. Strong analytical skills, capable of interpreting data to drive service enhancements and operational efficiency. If you are passionate about delivering outstanding client experiences and possess the necessary skills, we encourage you to apply for this exciting opportunity in Client Services.
Job Type: Part-time

Pay: 12.60 per hour

Expected hours: 25 - 30 per week

Benefits:

Company pension
Application question(s):

Are you confident at communicating over the phone? Are you able to perform well under pressure? Do you have an interest in financial services?
Work Location: In person