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Customer Service Advisor - Financial Services - work from home potential!

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Capita

1mo ago

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

AI generated summary

  • You must have strong customer service skills, experience with complex needs, proficiency in multiple computer systems, and a background in financial services or call centers.
  • You will engage with customers, assess their financial situations, provide solutions, build rapport, support vulnerable clients, and contribute ideas to enhance customer service quality.

Requirements

  • Comfortable speaking with customers over the phone and asking questions on to gain a full understanding of our customers circumstances
  • Have an excellent standard of both spoken and written English as you will be helping customers with complex financial needs
  • 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.
  • Strong experience in a call centre customer service role…OR
  • Proven experience in a clerical environment…OR
  • Robust experience in a health care environment dealing with vulnerable clients…
  • In addition we also need experience of using multiple computer systems. Although full system training will be provided, you need to be competent using a mouse and keyboard
  • 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, with the potential to rise to £27,032.00 once you hit the required competencies.

Are there any opportunities for career progression?

Yes, we have an internal career progression platform called INSPIRE, which helps colleagues develop into various roles with a clear development plan from the outset.

What are the working hours for this position?

You will work 40 hours per week between 8 am - 8 pm, Monday - Friday, on a 7-week shift rota, with 2 out of 7 Saturdays between 9:30 am - 5 pm. No Sunday shifts are currently scheduled.

Is training provided for new hires?

Yes, comprehensive training will be provided, including system training for navigating multiple computer systems.

What benefits are offered to employees?

Benefits include access to exclusive discounts, 23 days of holiday (rising to 27), company-matched pension, life assurance, a cycle-to-work scheme, and voluntary benefits designed to suit your lifestyle.

Do I need previous experience to apply for this role?

Yes, a minimum of one year of relevant experience is required, such as strong experience in a call center customer service role, a clerical environment, or experience in health care dealing with vulnerable clients.

What equipment will be provided for remote work?

Full equipment for remote work will be provided after completing the qualifying period, which usually lasts around 4-6 months.

Are there any specific qualifications needed for this role?

There are no specific qualifications required, but excellent spoken and written English, strong communication skills, and the ability to handle complex customer needs are essential.

How do I apply for the Customer Service Advisor position?

To apply, choose 'apply now' to fill out a short application, and your submission will be reviewed by the global recruitment team.

What does the recruitment process look like?

The recruitment process includes a video interview with a member of the recruitment team, followed by a second stage interview on-site in Preston if you are successful in the first stage.

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

  • Open

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  • Ingenious

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  • Collaborative

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  • Effective

    We care about doing the best job we can