Customer Service Representative

Customer engagement teams are responsible for helping customers identify and use products and services that best meet their needs. Customer Service Representatives in particular, are the primary point of contact for clients, addressing their inquiries, resolving issues, and providing information about products and services. They ensure customer satisfaction by handling requests efficiently and maintaining a positive relationship with clients.

These roles play a crucial role in enhancing the customer experience and building trust with the organisation.

Key Responsibilities

  • Client Support: Assist clients with inquiries, transactions, and resolving issues.
  • Information Provision: Provide accurate information about financial products and services.
  • Problem Resolution: Address and resolve customer complaints promptly.
  • Record Keeping: Document interactions and follow up to ensure client satisfaction.

Important Skills and Competencies

  • Communication: Strong verbal and written communication skills for effective client interactions.
  • Problem-Solving: Ability to quickly identify and resolve customer issues.
  • Empathy: Understand and respond to the emotional needs of clients.

Opportunities and Career Progression

Customer Service Representatives can advance to roles such as Senior Customer Service Representative, Client Relationship Manager, or Customer Service Manager, with opportunities to specialise in areas like customer support or account management.

Related skills

Relationship management

Relationship management involves building, maintaining, and enhancing interactions and connections with clients, colleagues, and other stakeholders. read more

Empathy

Empathy involves understanding and sharing the feelings of others, which is crucial for effective communication and relationship building. read more

Problem solving

Problem-solving is the ability to identify, analyse, and find effective solutions for complex issues and challenges. read more

Market Insight

Market Insight is the ability to stay informed about financial markets, understanding core principles, trends, and investment tools. This skill… read more

Communication

Communication skills involve interacting with other people in order to effectively convey information, ideas, and feedback both verbally and in… read more

Initiative

Initiative is the readiness to take action and seize opportunities without being prompted. read more

Sense making

Sense making is the ability to interpret complex information and understand its deeper meaning. This skill is crucial in the… read more

Related employers

Relevant specialisations

Postgraduate 


Course:

MSc in Climate Change Finance and Investment


Study:

In-Person

Relevant course providers

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