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For Companies At a Glance
- Tasks: Deliver exceptional customer service and manage enquiries in a fast-paced environment.
- Company: Join Neilson, a dynamic company that values its staff and fosters growth.
- Benefits: Enjoy a competitive salary, hybrid working, and quarterly team nights out.
- Why this job: Make a real impact by helping customers and improving services.
- Qualifications: Experience in customer service is preferred; financial services knowledge is a bonus.
- Other info: Opportunities for personal development and a supportive team culture await you.
The predicted salary is between 28800 - 43200 £ per year.
We are seeking 4x Customer Service Agents who are enthusiastic about providing exceptional customer service and thrive in a target-driven environment. The ideal candidate should be an excellent communicator with a keen attention to detail and the ability to handle pressure well. While knowledge of Financial Services is advantageous, it is not mandatory.
Responsibilities
- Deliver outstanding service to customers by addressing enquiries and requests promptly and managing the delivery of customer correspondences within the agreed company framework, timescale and deadlines.
- Maintain accurate client records and comply with regulatory requirements on all matters.
- Assist customers in making tailored changes to their policies as per their needs.
- Adhere to processes and procedures for all service-related matters and escalate upwards as appropriate.
- Contribute towards projects designed to improve the service offered by the business.
- Handle the administration of organisational claims process.
- Proactively identify and report trends in customer enquiries to help improve products and services.
- Collaborate with cross-functional teams to resolve complex customer issues and ensure customer satisfaction.
- Participate in ongoing training and development programmes to enhance product knowledge and customer service skills.
- Maintain a high level of confidentiality when handling sensitive customer information.
- Achieve and exceed performance targets related to customer satisfaction, call handling times, and first-call resolution rates.
Knowledge & Skills
- Proven experience in a customer service role, preferably in a financial services environment.
- Ability to manage stress and maintain performance in a target-driven environment.
- Exceptional communication and listening skills, with the ability to explain complex information clearly and concisely.
- High level of attention to detail and accuracy in data entry and record-keeping.
- Prior knowledge or experience in Financial Services is a plus but not required.
- Proficiency in using customer relationship management (CRM) systems and Microsoft Office suite.
- Strong problem-solving skills and ability to think critically to resolve customer issues.
- Excellent time management skills and ability to prioritise tasks effectively.
- Flexibility to adapt to changing processes and procedures in a dynamic work environment.
- Ability to work collaboratively in a team whilst also being self-motivated and able to work independently.
- Resilience and patience when dealing with challenging customer situations.
- Basic understanding of regulatory requirements in the financial services sector is desirable.
Why should you choose Neilson?
- A competitive salary.
- Hybrid Working.
- Quarterly team nights out.
- A dynamic company with an engaging environment.
- Opportunities to grow and develop within the company.
- We are a business that truly recognises our staff and their achievements.
Customer Service Agent in Windsor employer: Neilson Financial Services
Contact Detail:
Neilson Financial Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Service Agent in Windsor
✨Tip Number 1
Get to know the company! Before your interview, do a bit of research on Neilson. Understand their values and what they stand for. 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! Role-play common customer service scenarios with a friend or family member. This will help you feel more confident when handling tricky questions during the interview and demonstrate your problem-solving skills.
✨Tip Number 3
Show off your communication skills! During the interview, make sure to articulate your thoughts clearly and listen actively. Remember, as a Customer Service Agent, you'll need to explain complex information simply, so practice that skill beforehand.
✨Tip Number 4
Don’t forget to follow up! After your interview, send a quick thank-you email to express your appreciation for the opportunity. It’s a great way to leave a lasting impression and shows that you’re keen on the role. And remember, apply through our website for the best chance!
We think you need these skills to ace Customer Service Agent in Windsor
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your application to highlight how your skills and experiences align with the Customer Service Agent role. We want to see how you can bring your unique flair to our team!
Show Off Your Communication Skills: Since communication is key in this role, use clear and concise language in your application. We love seeing candidates who can express complex ideas simply and effectively!
Highlight Relevant Experience: If you've got experience in customer service or financial services, make it shine! Even if it's not mandatory, showing us your background can give you an edge in the selection process.
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!
How to prepare for a job interview at Neilson Financial Services
✨Know Your Customer Service Basics
Brush up on the fundamentals of customer service, especially in a financial context. Be ready to discuss how you’ve handled difficult situations in the past and what strategies you used to ensure customer satisfaction.
✨Showcase Your Communication Skills
Since communication is key for this role, practice explaining complex information clearly and concisely. You might even want to role-play common customer scenarios with a friend to build your confidence.
✨Demonstrate Attention to Detail
Prepare examples that highlight your attention to detail, especially in record-keeping and data entry. Mention any tools or systems you’ve used to maintain accuracy, as this will resonate well with the interviewers.
✨Be Ready for Pressure
Think of times when you’ve thrived under pressure and be prepared to share those stories. Discuss how you manage stress and maintain performance in a target-driven environment, as this is crucial for the role.
