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

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Capita

Oct 26, 2024

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

AI generated summary

  • You need strong call center or clerical experience, excellent English skills, ability to handle complex customer needs, and proficiency with multiple computer systems.
  • You will assess customers' financial situations, provide tailored solutions, build rapport, and address complex needs to enhance their financial health and overall service 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 for the Customer Service Advisor position is £25,714.00, with the potential to rise to £27,032.00 once you meet the required competencies.

Is there an opportunity to work from home?

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

What are the working hours for this position?

The role requires you to work 40 hours per week between 8am - 8pm, Monday to Friday, on a 6-week shift rota with two Saturdays every six weeks from 9:30am - 5:00pm.

What benefits are offered with this position?

Benefits include a pay progression scheme, free parking, access to discounts, 23 days' holiday (increasing to 27), company matched pension, life assurance, and more.

What type of experience is required for this role?

A minimum of one of the following is required: 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.

Will training be provided for the systems used?

Yes, full system training will be provided, but candidates should be competent using a mouse and keyboard.

Are there opportunities for career progression?

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

What holidays are not worked during the year?

Christmas Day, Boxing Day, and New Year's Day are non-working days.

How does the company support employees with diverse needs?

The company is an equal opportunity and Disability Confident employer, committed to providing an inclusive recruitment process and working environment for everyone.

How can I apply for this position?

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

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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.

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