Overview
We are seeking a dedicated and professional Customer Service Advisor to join our team. The ideal candidate will be responsible for delivering exceptional service to our clients, addressing their enquiries, and providing tailored solutions. This role offers an excellent opportunity to develop your skills within the financial services sector, working in a dynamic and supportive environment. The position is paid and suitable for individuals who are passionate about customer engagement and problem-solving.
Responsibilities
- Respond promptly and effectively to customer enquiries via various communication channels, including phone, email, and live chat.
- Utilise Salesforce to manage customer accounts, record interactions, and track service requests efficiently.
- Provide accurate information regarding financial products and services, ensuring compliance with company policies and regulations.
- Analyse customer needs to recommend suitable solutions or products, contributing to sales targets where appropriate.
- Maintain comprehensive records of customer interactions and transactions within the CRM system.
- Collaborate with internal teams such as sales, technical support, and compliance to resolve complex issues.
- Follow up with customers to ensure their concerns have been addressed satisfactorily and foster ongoing relationships.
- Stay informed about updates in financial services offerings, industry regulations, and company policies through continuous professional development.
Skills
- Proficiency in Salesforce or similar Customer Relationship Management (CRM) platforms.
- Experience or knowledge of financial services is advantageous but not essential; training will be provided.
- Excellent communication skills, both written and verbal, with the ability to convey information clearly and professionally.
- Strong analysis skills to assess customer needs accurately and recommend appropriate solutions.
- Ability to handle multiple enquiries simultaneously while maintaining attention to detail.
- Organised approach to work with a focus on delivering high-quality customer service in a fast-paced environment.
- Demonstrated problem-solving abilities coupled with a proactive attitude towards learning new skills.
This role offers an engaging environment for those committed to delivering outstanding customer experiences within the financial sector. We value professionalism, initiative, and a genuine desire to assist clients effectively.
Pay: £18,000.00-£30,000.00 per year
Benefits:
- Discounted or free food
- Employee mentoring programme
- Free parking
Work Location: In person
