Customer Service (Finance) Job in Lower Kingswood, Surrey

Customer Service (Finance) Job in Lower Kingswood, Surrey. Apply for the latest Lower Kingswood, Surrey jobs in Accounting/Financial/Insurance.

Customer Service (Finance) Job in Lower Kingswood, Surrey

Job Description
Client Services Associate – The role
As an associate within Client Services, you will join our academy in providing first line support to our customers, advisers and members. The focus of the team is to help our customers manage their investments with ease, providing knowledge and guidance to help support them in the future.
The work can include anything from basic information requests to complex queries and as part of the academy you will go on a journey – progressing through distinct stages which you can expect to complete in 12 months.
In the first ‘discover’ stage you will be introduced to how to service our customers, within ‘develop’ you will move from providing basic information to start honing your skills taking the knowledge you have learnt and turning it into a great interaction.
In ‘deliver’ you will become an ambassador for the business – learning how to promote our services to support the business. Throughout this time, you will be supported to develop your own knowledge and personal skills against a framework of competencies, where success is rewarded by a series of promotions and pay rises.
Regardless of which stage you are at in the academy, you are expected to make every customer interaction with us feel well spent, ensuring the customer takes away new knowledge to help them next time. Following on from the academy, you will continue to develop your skills, knowledge and experience enabling you to choose your career path in Client Services.
Key Responsibilities
* Handle customer interactions through a range of channels (phone, email, letter) – understanding the customer & their needs to provide the right solutions to them.
* Perform administration tasks on behalf of the customer (transaction requests, account amendments).
* Acknowledge and manage a customer complaint to a quick resolution where appropriate or escalate when necessary.
* Ensure escalation of issues to the appropriate person in the team e.g., those with a regulatory or financial risk.
* Explain UK products & services as well as provide guidance on tools and sources of information to empower customers to self-serve.
Your skills and experience
Candidates for an Associate in Client Services will be expected to be able to demonstrate the following experience:
* Prior experience of working in a Customer Service environment – preferably within a corporate environment.
* Experience of working in a regulated environment preferred.
* Ability to communicate effectively, verbally or in writing, flexing approach to provide a service tailored to the customer.
* Proactive approach to finding information and offering improvement for others.
* Ability to work under pressure.
* Proactive team player with a desire to improve knowledge across the department.
* Ensure all inputting of information is accurate, good attention to detail.
Our clients come from all walks of life and so do we. We are proud of our inclusive culture and encourage applications from the widest mix of talent, whatever your age, gender, ethnicity, sexual orientation, gender identity, social background and more. We are a disability-friendly company and would welcome a conversation with you if you feel you might benefit from any reasonable adjustments to perform to the best of your ability during the recruitment process and beyond.
We are committed to being a truly flexible employer, encouraging and trusting our people to perform their role in the way that works best for them, our business, our colleagues and our clients. We offer the maximum possible flexibility over where and when you work for all, considering your role and any local regulations

Job Type: Permanent, Full Time
Location: Lower Kingswood, Surrey
Category: Accounting/Financial/Insurance
City: Lower Kingswood
County: Surrey
Country: United Kingdom
Salary: £20000 – £24000/annum Bonus
Benefits: Bonus