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We are currently recruiting an exciting opportunity on our direct client team. You will be responsible for managing relationships with our direct clients whilst processing their portfolio instructions within agreed timescales. You will be a Vulnerable Client Champion and will demonstrate a passion for providing market-leading customer service. The role offers great exposure to a wide variety of tax wrappers and investment types and Transact will sponsor your relevant financial service qualifications to drive your career development. This is a fantastic opportunity to build your career within a market leading FTSE 250 firm.
Job Responsibility:
Answering calls and live chats from clients promptly, providing them with high quality service
Aiming to supply all the information needed on the first contact efficiently and accurately
Being alert to fraud attempts and taking care to safeguard our client’s investments and data
Identifying and registering vulnerable clients to ensure appropriate support and oversight
Being aware of and sensitive to different client’s needs and adapting approach accordingly
Always look for ways to improve our service, reduce errors and individual or team efficiency
Requirements:
Client facing experience within financial services
Commitment to provide excellent customer service
Attuned to diverse client needs and capable of adapting approach accordingly
High degree of accuracy and close attention to detail
Understanding of some of the key financial products and wrappers that we work with
What we offer:
Company discretionary bonus
Excellent pension contributions
Attractive staff share scheme
BUPA health insurance
Buying and selling of annual leave
Sponsorship of relevant professional qualifications
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