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- Tasks: Assist customers on their equity release journey through calls and enquiries.
- Company: Values-led organisation dedicated to customer support in financial services.
- Benefits: Hybrid working, 23 days holiday, pension scheme, and monthly bonuses.
- Other info: Join a supportive team with a focus on customer success.
- Why this job: Be the first voice for customers and help them navigate their financial journey.
- Qualifications: Excellent communication skills and experience in financial services required.
The predicted salary is between 30000 - 40000 £ per year.
Key Group in Preston is looking for a Customer Engagement Advisor to be the first voice customers speak to in their equity release journey. You will assist customers through inbound and outbound calls, responding to enquiries, understanding their needs, and explaining available services.
The role requires excellent communication skills, experience in financial services, and confidence with complex queries.
Benefits include:
- Hybrid working
- 23 days holiday
- Pension scheme
- Monthly bonuses
Join a values-led organization committed to helping customers take their first steps in finance.
Customer Engagement Specialist — Financial Services in Preston employer: Key Group
Contact Detail:
Key Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Engagement Specialist — Financial Services in Preston
✨Tip Number 1
Make sure you know the company inside out! Research Key Group and their values, especially how they help customers in their equity release journey. This will not only impress them but also help you tailor your responses during the interview.
✨Tip Number 2
Practice your communication skills! Since you'll be the first voice customers hear, it’s crucial to sound confident and clear. Try role-playing with a friend or family member to get comfortable handling complex queries.
✨Tip Number 3
Prepare for common questions related to financial services. Brush up on your knowledge about equity release and be ready to discuss how you can assist customers effectively. This shows you're proactive and knowledgeable!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to engage with us directly.
We think you need these skills to ace Customer Engagement Specialist — Financial Services in Preston
Some tips for your application 🫡
Show Your Communication Skills: Since you'll be the first voice customers hear, make sure your application highlights your communication skills. Use clear and concise language to demonstrate how you can effectively engage with customers.
Tailor Your Experience: We want to see how your experience in financial services aligns with the role. Be specific about your past roles and how they relate to assisting customers with complex queries. This will help us see you as a great fit!
Be Personable: Remember, this role is all about customer engagement! Let your personality shine through in your application. Share examples of how you've built rapport with customers in the past.
Apply Through Our Website: To make sure your application gets to us directly, apply through our website. It’s the best way for us to keep track of your application and ensure it reaches the right people!
How to prepare for a job interview at Key Group
✨Know Your Financial Services
Brush up on your knowledge of financial services, especially equity release. Understand the common queries customers might have and be ready to discuss how you can assist them. This will show your expertise and confidence during the interview.
✨Practice Your Communication Skills
Since this role involves being the first voice customers hear, practice clear and concise communication. Role-play with a friend or family member to simulate customer interactions. This will help you articulate your thoughts better and demonstrate your ability to handle complex queries.
✨Showcase Your Customer-Centric Approach
Prepare examples from your past experiences where you successfully engaged with customers. Highlight how you understood their needs and provided solutions. This will align with the company's values and show that you’re committed to helping customers.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions about the company culture and the team you'll be working with. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.