Customer Service Consultant
On-site
Core
Support customers and colleagues by handling correspondence, case-related work, and administrative tasks to ensure accurate and efficient processing.
Role type
Customer Service Representative
Builds
Customer correspondence and case files
Domain
Financial services / Insurance / Pensions
Deliverable
dashboards & analysis
Required skills
Customer service, attention to detail, written communication, verbal communication, task prioritization, system learning, regulatory compliance
Responsibilities
Sorting and distributing incoming post, responding to customer emails, processing trust-related work and case receipts, redirecting work to relevant teams, recording customer and case information accurately, prioritizing daily tasks and queries, following agreed processes and regulatory requirements