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Customer Service Advisor - Financial Services - moving to remote

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Capita

Sep 20, 2024

  • Job
    Full-time
    Junior Level
  • Customer Relations
    Banking & Finance
  • Chester
  • Quick Apply

AI generated summary

  • You must have phone customer service experience, the ability to navigate multiple systems, and a background dealing with complex needs, ideally in financial services or collections.
  • You will assess customers' financial situations, provide tailored solutions, build rapport, support vulnerable clients, and contribute ideas to enhance the customer service experience.

Requirements

  • Comfortable speaking with customers over the phone and asking questions on to gain a full understanding of our customers circumstances
  • Making decisions considering the risk to the client and impact to the customer using guidance or advice where required
  • Navigating around our systems and ensuring all details entered are accurate – previous experience of using multiple CPU systems is essential
  • Ensuring all regulatory requirements are adhered to through training and compliance
  • This role would suit individuals who have experience of dealing with customers who have complex needs, who may have worked previously in a call centre environment, have first class communication skills and are able to complete work to a high standard. This is not an entry level role and some previous experience is essential – detailed below.
  • Do you have tick any of the boxes of the below? If so, we want to hear from you!
  • Essential experience – we require a minimum of one of the below.
  • experience in a call centre customer service role…
  • experience in a clerical environment…
  • experience in a health care environment dealing with vulnerable clients…
  • experience in a face to face customer service role…
  • In addition we also need experience of using multiple computer systems
  • Desirable experience…
  • Experience of working in a collections environment
  • Experience of working in Financial Services

Responsibilities

  • Understanding the customers financial situation, providing options and solutions to help our customers get back to financial health. Always ensuring fair outcomes, including for our vulnerable customers
  • Building rapport, empathising, and having meaningful conversations with our customers to deliver excellent customer service
  • Embracing learning, coaching and development to continuously improve your skills and capability
  • Sharing ideas to improve the customer service experience
  • Making a real difference to people’s lives
  • Dealing with some of our more vulnerable customers and their complex needs

FAQs

What is the starting salary for the Customer Service Advisor position?

The starting salary for the Customer Service Advisor position is £25,714.00, with a potential rise to £27,032.00 upon meeting required competencies.

How many hours will I be working per week?

You will be working 40 hours per week between 8am - 8pm, Monday - Friday, with a 6-week shift rota that includes 2 out of 6 Saturdays from 9:30am - 5pm.

Is there an option to work from home?

Yes, there is an option to work from home after completing your qualifying period, which usually lasts around 4-6 months.

What kind of training will I receive?

You will undergo a training period of approximately 7 weeks, during which you will work from 8:30am - 5pm, Monday - Friday.

What benefits are offered beyond salary?

Benefits include 23 days of holiday (rising to 27), access to discounts and exclusive benefits, a matched pension scheme, life assurance, maternity and paternity pay, and more.

Will I have opportunities for career progression?

Yes, there is an internal career progression platform called INSPIRE, which helps employees develop into various roles within the company.

What qualifications or experience do I need for this role?

Candidates should have a minimum of one of the following: experience in a call centre customer service role, a clerical environment, a health care setting dealing with vulnerable clients, or face-to-face customer service experience. Experience using multiple computer systems is also required.

Are there any specific desirable experiences for this role?

Yes, desirable experiences include working in a collections environment and working in Financial Services.

How does the application process work?

The application process involves filling out a short application, being reviewed by the recruitment team, attending a video interview, and, if successful, a second on-site interview in Preston Brook.

What commitments does the company have regarding equal opportunities?

The company is an equal opportunity and Disability Confident employer, committed to providing an inclusive and barrier-free recruitment process and working environment for all candidates.

We’re a transformation & digital services business obsessed with creating a better world.

Consulting
Industry
10,001+
Employees
1984
Founded Year

Mission & Purpose

Capita is a leading outsourcing and professional services company based in the UK. They provide a wide range of services to both public and private sector clients, including customer service, business process outsourcing, technology solutions, and consulting services. Capita's ultimate mission is to transform and improve the services and operations of their clients, helping them become more efficient, agile, and customer-centric. Their purpose lies in delivering innovative solutions and expertise that drive business growth, improve service delivery, and enhance the overall experience for their clients and their customers. By leveraging their capabilities in technology, data analytics, and process optimisation, Capita aims to be a trusted partner that enables organisations to thrive and succeed in a rapidly evolving business landscape.

Culture & Values

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  • Ingenious

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  • Collaborative

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  • Effective

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