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For Companies At a Glance
- Tasks: Assist customers with complex queries and provide tailored solutions in a fast-paced environment.
- Company: Join an award-winning investment platform that empowers customers to control their financial future.
- Benefits: Enjoy competitive salary, generous leave, private medical insurance, and staff discounts.
- Why this job: Be part of a dynamic team making a real difference in customers' investment journeys.
- Qualifications: Strong communication skills and a passion for customer service are essential.
- Other info: Hybrid work model with opportunities for personal and professional growth.
The predicted salary is between 27000 - 38000 £ per year.
Location: Hybrid - 3 days in Leeds, 2 days remote (after probation period)
Salary: £27,300
About us
interactive investor is an award-winning investment platform that puts its customers in control of their financial future. We have been helping investors for nearly 30 years. We are now the UK’s number one flat-fee investment platform, with assets under administration approaching £75 billion and over 500,000 customers. For a simple, flat monthly fee we provide a secure home for pensions, ISAs and investments. We offer a wide choice of over 20,000 UK and international investment options, including shares, funds, trusts and ETFs.
Role summary
We are looking for a Customer Services Representative to join our brand-new purpose-built offices. You will answer calls from customers as part of our Specialist Contact Centre in Leeds City Centre. You will have the right conversations to understand customer needs, take ownership of each interaction, respond with efficiency and knowledge, and help maintain our reputation and confidence in our products and services.
Products
Our products include Trading Accounts, Stocks & Shares ISAs, and SIPP accounts, helping customers take control of their own pension. We provide the tools and trading platform to enable clients to make confident, informed investment decisions. Our high standards of customer service, fair and transparent products are central to our offering.
Responsibilities
- Handle highly complex customer queries related to our products with accuracy and attention to detail.
- Build relationships with customers and manage multiple tasks in a busy contact centre environment while remaining resilient under pressure.
- Develop knowledge of investment products to resolve queries in a professional, consultative manner.
- Be customer-focused and communicate clearly to understand and meet customer needs.
- Remain composed under pressure and deliver efficient, professional service.
- Work to understand customers’ unique situations and provide appropriate solutions.
- Support customers across multiple channels (phone, written channels, and social media) and ensure a positive service experience.
Requirements
- Ability to build rapport with customers across all communication channels.
- Proficient IT skills and ability to navigate a broad range of internal systems.
- Confidence in working independently, making decisions, and escalating issues when needed.
- Ability to multitask and navigate different systems while talking to customers.
- Team player with the ability to support colleagues and contribute to a positive work environment.
- Enthusiasm to keep learning and developing skills.
- Commitment to providing the best service experience for customers via phone, written channels, and social media.
- Ability to provide customer information, manage customer access, respond to enquiries, and handle complaints.
Desirable
- Experience with Consumer Duty Outcomes.
- Knowledge of our products and how they work.
- Previous experience within Financial Services, Pension products, or Customer Services.
Benefits
- Group Personal Pension Plan - 8% employer contribution and 4% employee contribution
- Life Assurance and Group Income Protection
- Private Medical Insurance - Provided by Bupa
- 25 Days Annual Leave, plus bank holidays
- Staff Discounts on our investment products
- Personal & Well-being Fund - Supporting your physical and mental wellness
- Retail Discounts - Savings at a wide range of high street and online retailers
- Voluntary Flexible Benefits - Tailor your benefits to suit your lifestyle
Please Note: We will do our utmost to respond to all applicants. However, due to the high volume of applications we are currently receiving, if you haven’t been contacted within 30 days of application, please consider the position unsuccessful.
interactive investor operates in accordance with the UK Equality Act 2010. We welcome applications from individuals of all ages, disabilities, gender identities, marital status, pregnancy/maternity, race, religion or belief, sex, and sexual orientation. We are committed to treating all applicants fairly and making reasonable adjustments where needed to support disabled applicants. We actively prevent all forms of discrimination, harassment, and victimisation—whether direct, indirect, associative, or perceptive.
Customer Service Representative in Leeds employer: Interactive Investor
Contact Detail:
Interactive Investor Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Service Representative in Leeds
✨Tip Number 1
Get to know the company inside out! Research interactive investor's products and services so you can chat confidently about them during your interview. This shows you're genuinely interested and ready to help customers with their queries.
✨Tip Number 2
Practice your communication skills! Since you'll be handling complex customer queries, role-play with a friend or family member to get comfortable explaining things clearly and concisely. The better you communicate, the more confident you'll feel.
✨Tip Number 3
Show off your multitasking abilities! In a busy contact centre, you'll need to juggle calls and navigate systems simultaneously. Try simulating this at home by answering questions while doing another task—it's a great way to prepare!
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it gives you a chance to showcase your enthusiasm for joining our team at interactive investor.
We think you need these skills to ace Customer Service Representative in Leeds
Some tips for your application 🫡
Show Your Customer Service Skills: When you're writing your application, make sure to highlight any previous experience in customer service. We want to see how you've handled complex queries and built relationships with customers in the past.
Be Clear and Concise: Keep your application straightforward and to the point. Use clear language to demonstrate your communication skills, as this is key for a Customer Services Representative role. We appreciate brevity but also want to see your personality shine through!
Tailor Your Application: Make sure to tailor your application to our specific job description. Mention our products and how your skills align with what we’re looking for. This shows us that you’ve done your homework and are genuinely interested in joining our team.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Interactive Investor
✨Know Your Stuff
Before the interview, make sure you brush up on the products and services offered by the company. Understanding Trading Accounts, ISAs, and SIPPs will not only impress your interviewers but also help you answer questions more confidently.
✨Practice Active Listening
During the interview, show that you can listen actively. This means not just hearing the questions but also understanding them fully. Respond thoughtfully to demonstrate your ability to build rapport with customers, which is crucial for a Customer Service Representative.
✨Showcase Your Problem-Solving Skills
Be prepared to discuss how you've handled complex customer queries in the past. Use specific examples to illustrate your ability to think on your feet and provide effective solutions, as this is key in a busy contact centre environment.
✨Stay Calm Under Pressure
Interviews can be nerve-wracking, but it's important to remain composed. Practice answering questions in a calm manner, and if you feel overwhelmed, take a moment to collect your thoughts before responding. This will reflect your ability to handle pressure in real customer interactions.
