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
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