Process all customer’s ISA requests received via the Customer Contact Centre, email, and via post.
Most of the incoming work is same day processing so speed, accuracy and time management is essential to the role.
Prioritise own workload within guidelines in order to meet SLA deadlines without compromising on quality.
All work is subject to quality checking to ensure accuracy and completeness on the day.
Provide additional support as and when required, working closely with all Collectives Teams including the Payment and Collections Team.
Ensure that services provided to customers are consistent with all relevant regulatory and legal frameworks.
Adhere to data protection guidelines at all times by following client authentication procedures prior to divulging information or completing the customer request.
Requirements
Demonstrable previous experience in the FCA regulated Life & Pensions / Savings sector.
Previous experience in a customer service role.
Excellent accuracy skills.
Excellent listening skills and an ability to problem solve.
A fast learner with an attention to detail.
The ability to work under pressure and prioritise workload.
To be hard working and have excellent time keeping and reliability.
A genuine passion for helping people.
Confident communicator with a professional and friendly manner.
Excellent interpersonal and organisational skills.
Highly effective verbal and written communication skills, including a high standard of vocabulary & grammar.
Telephone and computer literate.
Ability to demonstrate empathy and ownership of customer problems, inspiring customer confidence.
Self-motivated.
Benefits
A competitive starting salary.
Company matched pension, life assurance, a cycle2work scheme, 15 weeks’ fully paid maternity, adoption and shared parental leave…and plenty more
Voluntary benefits designed to suit your lifestyle – from discounts on retail and socialising, to health & wellbeing, travel and technology
Fantastic training and development for your career in financial services.