Customer Service Representative
New
A
A&M Investment Office LLPFinancial Services
Workable locations: Mayfair, England, United KingdomFull-Time
Salary not disclosed
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Job Details
- Required Skills
- Communication SkillsProblem SolvingCustomer serviceTime ManagementMS Office
Requirements
- Proven experience in customer service, preferably in the financial services industry.
- Strong knowledge of financial products, investments, and market terminology.
- Excellent verbal and written communication skills.
- Ability to work independently and manage time effectively in a remote setting.
- High level of professionalism and ability to handle confidential information discreetly.
- Proficient with customer service software, CRM tools, and MS Office applications.
- Strong problem-solving skills and the ability to remain calm under pressure.
Responsibilities
- Respond to client inquiries promptly and professionally via phone, email, and chat.
- Assist clients with account information, transactions, and investment product details.
- Resolve customer issues and complaints in a timely and effective manner.
- Maintain detailed and accurate records of customer interactions and transactions.
- Collaborate with internal departments to ensure clients receive comprehensive support.
- Provide clients with updates on account status, market conditions, and company policies.
- Identify opportunities to improve customer satisfaction and propose service enhancements.
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