Financial Customer Service Advisor - Remote

Overview

The Financial Customer Service Advisor role is focused on providing exceptional customer service to clients discussing their financial service needs, primarily over the phone.

In Short

• Provide high-quality customer service to financial service clients.
• Handle inquiries and resolve issues via phone calls.
• Demonstrate empathy and patience in challenging customer interactions.
• Utilize computer systems for data entry and customer account management.
• Collaborate with team members to meet performance targets.
• Stay updated on product knowledge and company policies.
• Maintain professionalism in all customer interactions.
• Work towards KPIs such as customer satisfaction and compliance scores.
• Participate in ongoing training and development.
• Contribute to a positive team environment.

Requirements

• Strong communication and active listening skills.
• Ability to multitask and problem-solve effectively.
• Experience in customer service or call center environment preferred.
• Willingness to learn and adapt in a fast-paced environment.
• Empathy towards customers, especially those in vulnerable situations.
• Proficiency in using computer systems for customer management.
• Commitment to meeting attendance and punctuality standards.

Benefits

• Opportunities for professional growth and development.
• 33 days of holiday including Bank Holidays.
• Life insurance coverage up to 4 times salary.
• Discounted healthcare and medical cash plans.
• Access to a virtual GP service.
• Private pension scheme.
• Share options and Save As You Earn Scheme.
• Health & Wellbeing benefits including wellness tools.
• Discounts on company services.
• Participation in a supportive and inclusive work culture.