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Customer Service Advisor - Financial Services - moving to remote

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Capita

2mo ago

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

AI generated summary

  • You must have experience in customer service, navigating multiple computer systems, and dealing with complex needs. Financial services or collections experience is a plus.
  • You will analyze customers' financial situations, provide tailored solutions, build rapport, handle vulnerable cases, and contribute to enhancing service quality through ongoing learning and feedback.

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 is £25,714.00, which rises to £27,032.00 after hitting the required competencies.

How many hours will I be working each week?

You will be working 40 hours per week.

What are the working hours for this role?

Working hours are between 8am - 8pm, Monday to Friday, on a 6-week shift rota with 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 the qualifying period, which is usually around 4-6 months.

Will I receive training for this role?

Yes, during the training/grad period, you will work Monday to Friday from 8:30am - 5:30pm.

Are there opportunities for career progression?

Yes, there is an internal career progression platform called INSPIRE that helps colleagues develop into various roles.

What benefits are offered to employees?

Employees have access to exclusive discounts, 23 days of holiday (rising to 27), company matched pension, life assurance, and several other benefits.

Is prior experience required for this position?

Yes, a minimum of one year of experience in a relevant customer service role is required, along with experience using multiple computer systems.

What type of customers will I be dealing with?

You will be dealing with a range of customers, including those who have complex and vulnerable needs.

What is the process for applying for this position?

To apply, you can choose "apply now" to fill out a short application. Your application will then be reviewed by the global recruitment team, and you may be invited for video and subsequent on-site interviews.

Are there any non-working holidays?

Yes, Christmas Day, Boxing Day, and New Year's Day are all non-working days, allowing you to take time off during the holidays.

Is the company an equal opportunity employer?

Yes, Capita is an equal opportunity and Disability Confident employer, committed to providing an inclusive recruitment process and work environment.

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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