Customer Service Executive – Financial Services

Salisbury, Wiltshire
Harvey Nash IT Recruitment UK

Harvey Nash are thrilled to be partnered with a world-renowned Financial Services institution.

They are looking for a Customer Service Executive to join their thriving Customer Service Centre.

Job purpose:

You’ll work as part of a tight-knit department to be the primary point of contact for Operations, taking the opportunity to showcase the organisation’s first-class service and give the business’s customers and advisers a positive experience to share with their friends and colleagues.

Key Responsibilities:

* Representing the organisation in a professional manner and handling all phone calls and written correspondence to the highest standard

* Developing good working relationships and rapport with customer, advisers and external third parties

* Building and maintaining relationships with other internal departments, understanding the value that each team brings toward our shared goals

* Identifying how the company’s Distribution colleagues can support and deliver resolutions to queries that are the best outcome for all parties concerned

* Providing great customer service, demonstrating empathy and understanding whilst still considering our regulatory requirements and ensuring any actions are identified and appropriately raised

* Going the extra mile; being an advocate for the customers and advisers

* Using clear and concise communication that is appropriate for the audience, ensuring relevant products, services and charges are explained accurately

* Liaising with our stakeholders and colleagues to support identified training and education opportunities

* Accurately updating the call tagging software to reflect the nature and type of call

* Work efficiently in an organised manner

* Highlighting and sharing process improvement ideas with your colleagues and manager Key Skills and Experience

* A strong team player who is approachable, helpful and willing to go the extra mile

* Confidence to use your own initiative and problem-solving skills

* Ability to prioritise and remain agile with conflicting work demands

* The ability to communicate and translate the technically complex to simple and easily understood, both verbally and written

* A willingness to try new things and embrace change

* A positive but professional attitude

If you fulfil the above criteria, please apply now for immediate consideration.