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

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Capita

Nov 2

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

AI generated summary

  • You must have strong call center or clerical experience, excellent English skills, and be comfortable with complex customer needs and multiple computer systems. Financial services experience is a plus.
  • You will assess customers' financial situations, provide solutions, build rapport, support vulnerable clients, embrace continuous learning, and contribute ideas to enhance the customer experience.

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!
  • Essential experience – we require a minimum of one of the 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
  • 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, with a rapid rise to £27,032.00 upon hitting the required competencies.

What are the working hours for this role?

You will work 40 hours per week between 8am - 8pm, Monday to Friday, on a 6-week shift rota, including 2 out of 6 Saturdays from 9:30am - 5pm. There are no Sunday shifts currently.

Is there an opportunity to work from home?

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

What kind of training will I receive?

Full system training will be provided to ensure you are competent in using our systems, and ongoing coaching and development opportunities are available.

What types of benefits are offered to employees?

Employees receive access to exclusive discounts, cash back offers, 23 days' holiday (rising to 27), a company matched pension, life assurance, and various voluntary benefits tailored to suit individual lifestyles.

Do I need prior experience to apply for this position?

Yes, we require a minimum of one of the following: strong experience in a call centre customer service role, proven experience in a clerical environment, or robust experience in a healthcare environment dealing with vulnerable clients.

Are there opportunities for career progression?

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

How do I apply for this position?

You can apply by choosing the "apply now" option to fill out a short application.

What should I do if I require adjustments during the recruitment process?

If you need the job description or application form in an alternative format, or have other support needs, please email reasonableadjustments@capita.com or call 07784 237318 for assistance.

What is the location of this job?

The job is located in Blackpool, 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

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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.

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