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.
The Role
The service we provide to our clients is at the forefront of everything we do. Your responsibilities will include:
*Answering calls and live chats from clients promptly, providing them with high quality service. Aiming to supply all the information needed on the first contactefficiently and accurately, in a way that is understood by the client.
*Being alert to fraud attempts and taking care to safeguard our clients investments and data.
*Identifying and registering vulnerable clients to ensure that the appropriate level of support and oversight is provided.
*Being aware of and sensitive to different clients needs and adapting your approach accordingly.
*Always look for ways in which we can improve our service, reduce errors and individual or team efficiency.