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For Companies At a Glance
- Tasks: Help clients manage their finances through calls, providing info on accounts and negotiating payment plans.
- Company: Join a reputable medium-sized financial services firm known for reliability and professionalism.
- Benefits: Enjoy a competitive salary, pension, free parking, and attractive bonuses in a welcoming environment.
- Why this job: Make a real impact by helping customers while developing your skills in a supportive team culture.
- Qualifications: Strong communication skills, empathy, and basic computer proficiency; call centre experience is a plus.
- Other info: Contribute to team goals and enjoy performance rewards in a dynamic workplace.
The predicted salary is between 23810 - 26000 £ per year.
Are you looking for a role in Customer Service within Financial Services? This is a fantastic opportunity to join a team as a Financial Customer Service Advisor, helping clients manage their financial obligations effectively.
Client Details
The employer is a well-established, medium-sized organisation within the financial services industry. They are known for their commitment to providing professional, reliable, and efficient solutions to their clients.
Description
- Contact customers via telephone to discuss outstanding accounts and payment plans.
- Provide accurate information on account balances and payment schedules.
- Negotiate repayment terms in a professional and empathetic manner.
- Record all interactions and agreements in the system accurately.
- Ensure compliance with relevant regulations and company policies.
- Liaise with internal teams to resolve customer queries effectively.
- Maintain confidentiality and handle sensitive customer data responsibly.
- Contribute to team targets and individual performance goals.
Profile
- Excellent communication and negotiation skills.
- A professional and empathetic approach to customer interactions.
- Ability to work under pressure and meet deadlines.
- Strong organisational skills and attention to detail.
- Basic proficiency in using computer systems and software.
- Previous experience working in a call centre or credit control type role.
Job Offer
- Competitive salary of approximately £23,810 to £26,000 per annum.
- Company pension.
- Free on-site parking.
- Christmas savings scheme.
- Death in service benefit.
- Attractive bonus.
- Incentive & performance rewards.
- Welcoming working environment.
Financial Customer Service Advisor employer: Michael Page
Contact Detail:
Michael Page Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Customer Service Advisor
✨Tip Number 1
Familiarise yourself with common financial terms and concepts. Understanding the basics of accounts, payment plans, and negotiation strategies will help you communicate effectively with clients and demonstrate your knowledge during interviews.
✨Tip Number 2
Practice your communication skills by role-playing customer interactions. This can help you develop a professional and empathetic approach, which is crucial for a Financial Customer Service Advisor role.
✨Tip Number 3
Research the company’s values and mission. Being able to align your personal values with those of the organisation can make a strong impression during interviews and show that you're genuinely interested in the role.
✨Tip Number 4
Network with professionals in the financial services industry. Attend relevant events or join online forums to connect with others who can provide insights and potentially refer you to job openings.
We think you need these skills to ace Financial Customer Service Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in customer service and financial roles. Emphasise skills such as communication, negotiation, and organisational abilities that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the financial services industry. Mention specific examples of how you've successfully managed customer interactions or resolved queries in previous roles.
Highlight Relevant Skills: In your application, clearly outline your excellent communication and negotiation skills. Provide examples of how you've worked under pressure and met deadlines, as these are crucial for the role.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is essential for a Financial Customer Service Advisor.
How to prepare for a job interview at Michael Page
✨Showcase Your Communication Skills
As a Financial Customer Service Advisor, excellent communication is key. Prepare to demonstrate your ability to convey complex information clearly and concisely. Practice common customer service scenarios to show how you would handle various situations.
✨Demonstrate Empathy and Professionalism
This role requires a professional and empathetic approach. Think of examples from your past experiences where you successfully managed difficult conversations or negotiated terms with clients. Highlighting these will show that you can connect with customers on a personal level.
✨Prepare for Situational Questions
Expect questions that assess your problem-solving skills and ability to work under pressure. Prepare specific examples that illustrate how you've handled tight deadlines or challenging customer interactions in previous roles.
✨Familiarise Yourself with Compliance Regulations
Understanding compliance is crucial in the financial services industry. Brush up on relevant regulations and be ready to discuss how you would ensure adherence to these in your role. This shows your commitment to maintaining high standards in customer service.
