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

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Capita

Oct 7

Applications are closed

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

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.
  • Do you tick any of the boxes of the below? If so, we want to hear from you!
  • 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, which rises to £27,032.00 upon meeting required competencies.

What are the working hours for this position?

The working hours are 40 hours per week between 8am - 8pm, Monday - Friday, on a 7-week shift rota, with 2 out of 7 Saturdays between 9:30am - 5pm.

Is there any opportunity for career progression?

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

What benefits do employees receive?

Employees receive a variety of benefits, including access to exclusive discounts, 23 days' holiday (rising to 27), company-matched pension, life assurance, a cycle2work scheme, and fully paid maternity, adoption, and shared parental leave.

Do I need previous experience to apply for this role?

Yes, previous experience is essential. Candidates should have experience in a call center customer service role, a clerical environment, or a healthcare environment dealing with vulnerable clients.

Will I need to work on holidays?

Yes, employees do work on Bank Holidays, but Christmas Day, Boxing Day, and New Year's Day are non-working days. If you are scheduled to work on a bank holiday, you will receive time and a half pay and a day in lieu.

Is training provided for this role?

Yes, full training will be provided, especially regarding the systems used in the role.

What is the workplace environment like?

The workplace is described as modern and vibrant, with free parking, great transport links, and an on-site canteen, as well as various retail and food options nearby.

How do I apply for this position?

You can apply by clicking "apply now" to fill out a short application. Following that, your application will be reviewed by the global recruitment team.

What is the location of this job?

The location of the job is at Tulketh Mill in Preston, United Kingdom.

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Capita

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

    We are honest, transparent and respectful

  • Ingenious

    We think about what’s possible

  • Collaborative

    We achieve more when we work together

  • Effective

    We care about doing the best job we can

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