Customer Service Adviser - Financial Services in Glasgow
Customer Service Adviser - Financial Services

Customer Service Adviser - Financial Services in Glasgow

Glasgow Full-Time 25646 - 25646 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Assist customers with life and pension queries via inbound calls.
  • Company: Join Capita, a leader in transforming financial services.
  • Benefits: Enjoy a competitive salary, hybrid working, and generous leave options.
  • Why this job: Make a real difference by providing excellent customer service.
  • Qualifications: Previous customer service experience and strong communication skills required.
  • Other info: Great career growth opportunities in a supportive environment.

The predicted salary is between 25646 - 25646 £ per year.

Capita is seeking Customer Service Advisors (3 roles available) to be part of our vibrant team, on a key Financial Services contract based in Glasgow. You will be responsible for assisting customers with queries and general administration of their life and pensions account, with most contact being inbound telephone-based. Customer experience is very important to us and making our customers happy will be your number one priority. We aim to resolve any issues first time, which means we want team members who are dedicated to providing an excellent customer service experience to our customers.

Responsibilities

  • Answer inbound calls from customers regarding their life and pension policy.
  • Complete administration work from the call within service standards.
  • Ensure customer records are accurately maintained.
  • Communicate effectively both verbally and in writing.
  • Achieve targets to maintain productivity, quality, and contractual service level agreements.
  • Manage own workload effectively and prioritise accordingly to meet targets.
  • Accurately complete any quality / productivity documentation required.

Qualifications/Experience

  • Previous experience in a customer service role or similar customer focused role such as hospitality, retail etc.
  • A genuine passion for helping people and delivering excellent customer experience.
  • Proven literacy and numerical skills, ideally GCSE grade C (or equivalent) English and Maths.
  • Confident communicator with a professional and friendly manner.
  • 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.
  • Someone who is punctual and reliable.

Eligible to work in the UK with right to work checks and background vetting; 3 years of reference checks.

What we offer

  • Role: 12-month fixed term contract, hybrid working; 40 hours per week; training fully office based for 8 weeks.
  • Location: Skypark, Sky Park1 | Level 2 | 8 Elliot Place, Glasgow, G3 8EP
  • Salary: £25,646.40 per annum
  • Hours: 40 hours per week, Monday – Friday, 8am – 6pm. No weekend hours.
  • Benefits include company matched pension, life assurance, cycle2work scheme, generous maternity/adoption/shared parental leave, and other voluntary benefits.

About Capita Regulated Services

At Regulated Services, we’re transforming the world of life and pensions, and mortgage services. We’re delivering responsible and sustainable services, helping our clients to respond to changing market factors and adapt to the needs of their customers both now and in the future. Our teams work with clients across the UK and Worldwide, offering a range of services from end-to-end administration, digital technology and business support to lending, account and arrears management. Join us and discover better as you shape the future of regulated services.

What’s Next?

If this role is of interest to you, please click below to register, apply and track your progress! A member of our Resourcing Team will review your application and be in touch.

Equal Opportunities

We’re an equal opportunity and Disability Confident employer, which means we recruit and develop people based on their merit and passion. We’re committed to providing an inclusive, barrier-free recruitment process and working environment for everyone. If you need the job description or application form in an alternative format, or if you’d like to discuss changes or support you might need going forward, please email reasonableadjustments@capita.com or call 07784 237318. For more information about equal opportunities and process adjustments, please visit the Capita Careers website. We particularly welcome applications from Black, Asian and other ethnic minority backgrounds. Access to Work can help candidates with a physical or mental health condition or disability to get support in the hiring process. If you require this support you can apply for it at gov.uk link.

Customer Service Adviser - Financial Services in Glasgow employer: Capita

Capita is an excellent employer that prioritises employee well-being and development, offering a supportive work culture in the heart of Glasgow. With a focus on customer service excellence, employees benefit from comprehensive training, hybrid working options, and a range of generous benefits including a company-matched pension and life assurance. Join our vibrant team and take advantage of growth opportunities while making a meaningful impact in the financial services sector.
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Contact Detail:

Capita Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Customer Service Adviser - Financial Services in Glasgow

✨Tip Number 1

Get to know the company! Before your interview, do a bit of research on Capita and their values. This will help you tailor your answers and show that you're genuinely interested in being part of their team.

✨Tip Number 2

Practice makes perfect! Try role-playing common customer service scenarios with a friend or family member. This will boost your confidence and help you think on your feet during the actual interview.

✨Tip Number 3

Show off your soft skills! During the interview, highlight your communication and problem-solving abilities. Remember, they want someone who can make customers happy, so share examples of how you've done this in the past.

✨Tip Number 4

Apply through our website! It’s the best way to ensure your application gets noticed. Plus, you can track your progress and stay updated on any next steps. We’re rooting for you!

We think you need these skills to ace Customer Service Adviser - Financial Services in Glasgow

Customer Service Skills
Verbal Communication
Written Communication
Listening Skills
Problem-Solving Skills
Attention to Detail
Numerical Skills
Time Management
Workload Prioritisation
Adaptability
Reliability
Punctuality
Experience in Customer-Focused Roles
Ability to Work Under Pressure

Some tips for your application 🫡

Show Your Customer Service Skills: Make sure to highlight any previous experience in customer service roles. We want to see your passion for helping people and how you've made customers happy in the past!

Be Clear and Concise: When writing your application, keep it straightforward. Use clear language and make sure to communicate effectively, just like you would with a customer on the phone.

Tailor Your Application: Take a moment to customise your application for this role. Mention specific skills that match the job description, like your ability to problem-solve or manage your workload effectively.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to track your application and get back to you quickly. Plus, it shows you're keen to join our team!

How to prepare for a job interview at Capita

✨Know Your Customer Service Basics

Brush up on your customer service skills and be ready to discuss your previous experiences. Think about specific examples where you went above and beyond for a customer, as this will show your genuine passion for helping people.

✨Familiarise Yourself with Financial Services

Since the role is in financial services, it’s a good idea to have a basic understanding of life and pensions. Research common queries customers might have and be prepared to discuss how you would handle them.

✨Practice Effective Communication

As a Customer Service Adviser, clear communication is key. Practice articulating your thoughts clearly and concisely. You might even want to do a mock interview with a friend to get comfortable with verbal communication.

✨Demonstrate Problem-Solving Skills

Be ready to showcase your problem-solving abilities. Think of scenarios where you successfully resolved issues for customers and how you prioritised tasks under pressure. This will highlight your ability to manage your workload effectively.

Customer Service Adviser - Financial Services in Glasgow
Capita
Location: Glasgow

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