Answer inbound contact from potential and existing customers via telephone, live chat and email
Where required, build relationships and trust with new and existing Investors.
Build relationships with customers, demonstrating a clear understanding of their needs. Going the extra mile to provide resolutions and mitigate complaints
Provide customers with information on products, services and processes
Resolve any customer queries and update systems and accounts accordingly
Action customer requests. For example - taking payments, settlement figures, change of personal details, change DD details
Administration duties such as customer letters, other departmental requests on customers' accounts, customer call backs, KYC
We're looking for great communication skills, experience in customer services gained within financial services, the ability to demonstrate initiative and the ability to manage administration tasks accurately whilst providing a high level of customer service
You'll have experience of dealing with all types of Credit Card enquiries
You'll understand the importance of treating customers fairly and hold a track record for going the extra mile to ensure that the customer feels valued
You'll have the confidence, patience and flexibility necessary to connect with a wide range of people and adapt effectively in a fast-paced environment.
You're able to think on your feet and communicate effectively, asking clarifying questions and offering simple explanations to complex issues
Alongside your natural rapport-building talents, you are a fast learner with an exceptionally high attention to detail and can adapt efficiently to new concepts and systems.