About the role

  • Customer Services Representative at interactive investor, helping clients with investment account queries in a hybrid work setting. Focused on building relationships and providing excellent customer service.

Responsibilities

  • Answer calls from customers and understand their needs.
  • Take personal ownership of each interaction and respond efficiently and professionally.
  • Manage multiple complex customer queries related to investment products.
  • Build relationships with new people every day.
  • Participate in ongoing support and training opportunities for career growth.

Requirements

  • Ability to build rapport with customers across all communication channels.
  • Proficient IT skills — ability to navigate a broad range of internal systems.
  • Confidence in working independently and making decisions, including appropriately escalating issues.
  • Ability to multitask — navigating different systems and processing information while talking to customers.
  • A team player — supporting colleagues and promoting a positive work environment and team spirit.
  • Enthusiasm to keep learning and developing your skills.
  • Ability to provide the best service experience for customers via phone, written channels, and social media.
  • Ability to provide customer information, manage customer access, respond to enquiries, and handle complaints.
  • DESIRABLE
  • Experience with Consumer Duty Outcomes.
  • Knowledge of our products and how they work.
  • Previous experience within Financial Services, Pension products, or Customer Services.

Benefits

  • Group Personal Pension Plan – 8% employer contribution and 4% employee contribution
  • Life Assurance and Group Income Protection
  • Private Medical Insurance – Provided by Bupa
  • 25 Days Annual Leave, plus bank holidays
  • Staff Discounts on our investment products
  • Personal & Well-being Fund – Supporting your physical and mental wellness
  • Retail Discounts – Savings at a wide range of high street and online retailers
  • Voluntary Flexible Benefits – Tailor your benefits to suit your lifestyle

Job title

Customer Service Representative

Job type

Experience level

Mid levelSenior

Salary

£27,300 per year

Degree requirement

High School Diploma

Location requirements

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