Client Services Specialist

Insignis Cash Solutions is a fast-growing FinTech company seeking an enthusiastic Client Services Specialist to join their busy team. The ideal candidate will demonstrate integrity, be detail-oriented, and have excellent communication skills.

Requirements

• Ensuring a positive and professional client service experience.
• Managing client inquiries via phone, email, or online
• Directing client complaints or complex queries to senior team members in a timely manner.
• Providing clients with technical assistance on products and services by explaining clearly how our systems work and to enable them to self-serve.
• Escalating issues to senior team members or line manager to enable prompt resolution.
• Building positive client relations by following up on active queries and confirming resolutions have been implemented
• Maintaining accurate client records and adhering to all documented processes and controls
• Identifying potential client services concerns and facilitating proactive intervention steps.
• Obtaining post-sales client feedback.
• Keeping track of new products on offer, as well as emerging trends in client services.
• Recommending product improvements based on client services feedback.
• Work closely with your team members and other departments to meet the needs of the client.
• Make processes more efficient.
• Make processes easier for clients.
• Make the technology interface more user-friendly.

Benefits

• 25 days holiday (exc. Bank holidays)
• 5% Pension contributions
• Private medical insurance with Vitality
• Health cash Plan offering contributions to dental, optical and much more
• Enhanced Parental Leave
• Cycle to Work Scheme
• Monthly team lunches, quarterly company socials