Job Description

Job Summary

We are seeking a dedicated and detail-oriented Client Services Specialist to join our team. In this role, you will be the primary point of contact for our clients, ensuring their needs are met with professionalism and efficiency. You will leverage your expertise to provide exceptional service, fostering strong client relationships and contributing to the overall success of our organisation.

Responsibilities

Respond to client queries via email

in a clear, professional, and timely manner.

Troubleshoot and resolve issues

by providing accurate information and practical solutions.

Escalate complex cases

to the relevant internal team when necessary, ensuring smooth handover.

Maintain accurate records

of all client interactions using internal systems.

Follow up with clients

to ensure their issues are fully resolved and they are satisfied with the outcome.

Identify recurring issues or trends

and report them to management for continuous service improvement.

Support client onboarding via email

, providing guidance and clear instructions as required.

Assist with administrative tasks

as needed, which may include helping to open a business bank account for the company. As this role may involve

banking-related processes

, candidates will be required to

undergo credit checks

as part of pre-employment screening. These checks will be conducted by our approved vendors. Please note that we reserve the right not to disclose the names of these vendors.

Qualifications

Proven experience in

client services, customer support, or a similar role

(experience in financial services is highly desirable). Proficiency in

Salesforce or similar CRM software

is essential. Exceptional communication skills, particularly in

written English

. Strong analytical and problem-solving skills with keen attention to detail. Ability to work both

collaboratively in a team

and independently with minimal supervision. Must have the

legal right to work in the UK

Compliance Statement

All offers of employment are subject to the successful completion of background checks, including credit checks, in line with industry standards. These checks will be conducted by our approved third-party vendors. Please note that we reserve the right not to disclose the names of these vendors during the recruitment process. All information will be handled in accordance with data protection and privacy regulations.

Job Types: Full-time, Permanent

Pay: 24,500.00-32,400.00 per year

Benefits:

Flexitime Work from home
Application question(s):

Do you have the legal right to work in the UK? Do you have previous experience in a client support or customer service role? Have you provided email-based customer or client support in a previous role? Are you willing to undergo a credit check as part of the recruitment process? Have you ever been declined for a business or personal bank account? When handling sensitive information, what steps do you take to ensure confidentiality?
Work Location: Hybrid remote in Halifax HX3 8QL