**Responsibilities**:
- Field incoming queries from customers of our client in a call-centre environment
- Identify and assess customers' needs to achieve a desirable outcome
- Process both inbound and outbound mail
- Identify and escalate possible complaints in a timely and confidential manner
- Processing Data requests by using multiple computer systems to access needed information
- Completing daily personal workload to ensure a high quality deliverable is provided in a timely fashion.
- Ensuring personal and team objectives are met and consistent service standards are achieved.
**Requirements**:
- Diploma of Financial Planning
- 1-2 years' previous experience within a customer service based role
- Highly organised with the ability to work as a team player
- Experience in a rapidly moving team environment.
- Experience with MS Office Suite at an intermediate level or higher
- Quality focus with the ability to reach individual and team KPIs.
Key skills
- Excellent verbal and written communication skills
- Excellent phone manner
- Attention to detail, with a focus on quality outputs
- Ability to multi-task, prioritize and manage time effectively
- Ability to maintain confidentiality
- Resilient to work with tight deadlines without compromising on quality.
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