Job Title Customer Service Advisor
Location Leeds
Division Stockbroking
Contract Temporary with career progression opportunities.
Pay Rate £13.49 per hour
Shift Pattern Full-time. 35 hours (5 days per week) Mon – Friday between 8am – 9pm.
Training Training is full time for 6-8 weeks.
Selection Process • CV Selection
• Video interview
• Final Assessment with LBG
• Pre-Offer and vetting commence.
Job Description You'll work in the office for the first few months to complete your training & get your systems up and running, and then working from home will be discussed with your Team Leader. Once fully competent, it will then be a hybrid approach - two days a week in office, 3 days homeworking.
To commence the development of your career with Halifax Share Dealing Limited (HSDL), offering excellent quality customer service over the phone assisting new and existing customers to complete UK and International dealing orders in line with FCA regulation, HSDL Internal Procedures and Lloyds Banking Group policies. We need someone to provide excellent service, supporting our customers with their needs, including registering new accounts, providing Website navigation, accurately resolving complaints.
At times, we can be busy, and this role will involve working in a fast-paced environment, but we'll provide great training and help you develop your knowledge of our products and processes.
Handle inbound customer calls relating to their accounts and products, keeping it simple and assisting customers with their account enquiries
Complete telephony, digital and admin-based tasks to service customer queries
Take ownership of customer problems, solving them at first point of contact and raising any issues to leadership
Lead your own development, through regular review of performance against business objectives, and take ownership for self-development
Contribute to an environment where colleagues want to work, and customers feel valued
Deliver first class customer service through the provision of accurate, professional and friendly contact over the phone to a wide range of customer enquiries that cover the range of products and services offered by HSDL including ISA's, Self- Invested Personal Pensions and Online Investment Accounts, across multiple Lloyds Banking Group Brands
Ensuring that all transactions are accurately recorded in accordance with internal processes and procedures
Establish relationships typically at peer level across the business in order to clarify facts, verify technical details, exchange information, or resolve enquiries and issues. You'll be encouraged to call these out as appropriate
Record all customer complaints received in line with the group complaints handling policy, take ownership for resolution, resolve complaints where possible and reach the correct outcome
Be self-sufficient to build knowledge of the London Stock Exchange, International Stock Markets and all aspects of trading equities. To ensure that this is kept up to date from all relevant sources, and be motivated to supplement and maintain your own Continuous Professional Development in this area
When required demonstrate the flexibility to support other business areas
Be a true advocate of HSDL & LBG values by promoting and demonstrating them in everything you do.
Skills Required Strong communication skills, verbal and non-verbal
Strong attention to detail
IT literate, comfortable with the use of keyboard and being able to use a variety of different systems
Active listening skills
Experience of working in an execution only stockbroker environment desirable but not essential
An interest in financial services
Proud member of the Disability Confident employer scheme
Disability Confident
About Disability Confident
A Disability Confident employer will generally offer an interview to any applicant that declares they have a disability and meets the minimum criteria for the job as defined by the employer. It is important to note that in certain recruitment situations such as high-volume, seasonal and high-peak times, the employer may wish to limit the overall numbers of interviews offered to both disabled people and non-disabled people. For more details please go to Disability Confident .