Customer Service Adviser (Investments)

Posted 11 April by Castle Trust Capital Plc

Castle Trust is a rapidly growing organisation who specialise in Lending, Investments and Mortgages. We offer people the chance to develop upon their existing skill set but also offer people the chance to begin their career and learn from experts within that field.

We are looking for an experienced Customer Service Adviser to join the team in Basingstoke, located 5 minute walk from the train station.

As the Customer Service Advisor you will be responsible for the following;

  • Ability to provide front line support on queries whilst updating the platforms
  • Maintaining integrity of case load; ensuring letters, emails and calls are dealt with and resolved to agreed SLAs and to the highest standard
  • Identify, manage and resolve customer complaints to a high standard
  • Closely managing all customer disputes with retailers to completion and / or escalation to service manager or Compliance Team
  • Completing courtesy calls to customers pre / post completion

What we look for when hiring Customer Service Advisor;

  • Great Customer Service Skills and previous experience in a phone based role
  • Previous experience in a financial services regulated environment
  • Great communication skills both Written and Verbal
  • Ability to work on own initiative and as part of a team
  • Resilience and the ability to cope under pressure

Required skills

  • Calls
  • Communication Skills
  • Compliance
  • Customer Service
  • Financial Services

Application question

Do you have experience of customer services within a regulated environment?

Reference: 34430161

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