Customer Service RepresentativeSalary: 23,000 (up to 15% bonus)Location: Wakefield WF2About the Role We are a rapidly growing wealth management firm that values Ownership, Aspiration, and Family. Our people are our greatest asset, and we are committed to professional development, reward, and recognition. We are seeking a dedicated and passionate Customer Service Representative to help us deliver an exceptional client experience.The Opportunity: Shape Our Client ExperienceAs the first point of contact for our valued clients, you will play a pivotal role in shaping their experience. This is a highly proactive, relationship-focused role that leverages your expertise in telephone-based client service.Your background in outbound telephony-based customer service will be essential as you build strong, lasting relationships through frequent and structured engagement. You will use your initiative to enhance the client experience, provide clear and accurate information to Financial Advisers, and support critical processes. Excellent attention to detail and a proactive approach are necessary for success in this key function.Key Responsibilities1. Proactive Client Engagement and Relationship ManagementLead proactive client engagement through outbound calls to build and maintain strong relationships before, during, and after adviser meetings.Handle all incoming client enquiries efficiently and manage satisfactory client outcomes.Execute client contact strategies, including managing event