Customer Service Specialist (Financial Services)

CUSTOMER SERVICE SPECIALIST (FINANCIAL SERVICES)

We are delighted to working with our client based in Chester who are expanding their Savings team with a Customer Service Specialist. Our client is a unique and growing business within the financial services sector, who pride themselves on being a customer-focussed business who champion the financial health of their industry.

WHAT'S YOU WILL WANT TO KNOW:

• Salary is £25,000 per annum.
• Working hours of Monday to Friday 9am to 5:30pm
• Initially office based and after probationary period you can choose to work from home one day per week
• 25 days holiday plus bank holidays, and the ability to buy or sell holidays.
• Holiday entitlement increases with length of service.
• Team parking available
• Lots of wellbeing perks and benefits such as Employee Assistance Programme etc.
• Attractive Company pension
• Life insurance with added extras
• A brilliantly modern office to work in, in a central location.

A SNAPSHOT OF THE CUSTOMER SERVICE SPECIALIST’S DAY:

• Working in the busy customer service department providing exceptional support to existing customers via phone, email, and webchat
• Become a savings product expert to enable you to support and advise savers with their enquiries.
• Opening accounts for your customers as well as assisting them with paying in and out, their statements and managing the maturity process.
• Take ownership of customers by focussing on activities such as converting enquiries to opened accounts.
• Escalate any issues and share feedback from customers with the wider team / other departments in the business as required.
• Document your calls and communications in detail on the system.
• Work towards positive team and individual targets including NPS, customer surveys and positive customer reviews.
• Work with the wider team to ensure a first-class service is received by all of customers.

DOES THIS SOUND LIKE A GOOD FIT FOR YOU?

Please read on for the essential skills our client is hoping you will be able to showcase:

• At least 3 years’ experience within a customer service focussed role.
• Financial services experience is highly desirable but not essential as full training will be given.
• Exceptional communication skills and a genuine desire to help customers.
• The ability to work productively under pressure.
• The desire to want to continue learning new products / services and developing your skills.
• Reliability and honesty are essential.
• Knowledge of regulatory processes within financial services and / or the agriculture industry would be beneficial.

You may have experience in addition to this which we will be happy to discuss. If all the above aligns with your experience and you would like to learn more, we would love to hear from you.

Please send your CV and let’s discuss the role.

We do our best to make our adverts as specific as possible so that you do not waste your time applying for roles which are not a match. If you meet the criteria for the role, we will be in contact with you. If you do not, we will email you to advise you of this. If we feel there may be other roles available for you, we will add your details to our database.

Charterhouse Recruitment (Yorkshire) Ltd is committed to a policy of equal opportunities in relation to job applications. A copy of our Diversity Policy is available upon request.

Charterhouse Recruitment (Yorkshire) Ltd is acting in the capacity of an Employment Agency for permanent appointments and an Employment Business for temporary assignments.

At Charterhouse Recruitment we are committed to protecting your personal data.