Financial Advisers trust us with their clients, so ensuring we provide an incredible level of customer service is key.
As a Customer Service Executive, you’ll take ownership and process requests received from our Advisers in a timely manner, providing the support they need. This may include making outbound calls and working with other teams to manage any queries through to resolution.
And don’t worry, we’ll provide full training, so you’ll be up to speed in no time.
This role is on an initial 12 Month Fixed Term Contract basis.
Skills, qualifications and experience:
Quick to learn, absorbing new information that is key to the work that you are doing.
Whether you’re working alone or as part of a team, you’ll always go above and beyond to do what’s right for the customer.
You’ll also:
1. Have experience of providing great customer service. If you’ve experience of working in finance or a contact centre before, even better (although not essential)
2. Understanding of the Consumer Duty Principles and Vulnerable Customer regulations
3. Be an excellent communicator
4. Have strong organisation and time-management skills
5. Know your way around Microsoft Office applications or be willing to learn including PowerPoint, Excel, Outlook, and internet applications.
6. You will represent our brand; a very high level of professionalism is always expected.
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