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- Tasks: Provide top-notch customer support and troubleshoot issues for financial planning tools.
- Company: Join a dynamic team at Simplybiz, part of the innovative Fintel Group.
- Benefits: Enjoy a comprehensive benefits package and hybrid working options.
- Why this job: Make a real difference by helping customers and enhancing technology offerings.
- Qualifications: Strong communication skills and a passion for customer service are essential.
- Other info: Great career growth opportunities in a collaborative and ambitious culture.
The predicted salary is between 25000 - 30000 £ per year.
We’re looking for a proactive Trainee Customer Support Associate to join our internal Adviser Technology Team. This office-based role is pivotal in supporting our members by providing first-line technical assistance across our full suite of financial planning tools. The team are responsible for the delivery of over 15,000 licences, across a product suite of 10 financial planning tools.
Key Responsibilities
- Provide first class support to our customers via email, web and phone, including investigating and troubleshooting customer issues.
- Control licensing of our various technology solutions.
- Play a proactive role within the existing technology team, to enhance our technology offerings and our licence outreach.
- Support our internal finance teams with income reconciliation.
- Leading online 1:1 software support sessions.
- Responsible for keeping current members satisfied and delivering an exceptional service on a day-to-day basis.
- Deal on a reactive and proactive basis to queries and resolve issues for existing and new members.
- Look after all the operational tasks and work towards deadlines.
- Liaise professionally between internal staff members.
- Carry out any ad-hoc requests made by senior management to support the wider Simplybiz teams.
- Oversee the end-to-end administration and management of software licences across the organisation’s suite of SaaS products, ensuring compliance, optimisation, and cost-effectiveness.
Key Skills & Experience
- Communication skills - Internal and external written, telephone and face to face communication to members and internal departments.
- Customer service - Both internal and external. Rapport building, listening and interpretation, fact finding, understanding needs and negotiation. Maintaining positive internal relationships.
- Time and self-management - Organisation and prioritisation, working to deadline, taking ownership and accountability for own area and ensure you are punctual and work to the team’s daily rota.
- Understanding of the Organisation - Understanding of the group vision. Understanding SimplyBiz, and the wider Fintel Group. Competitor and industry awareness.
- IT Skills – Microsoft Dynamics 365, intermediate Word, basic Excel and basic PowerPoint, able to deliver effective web meetings and training sessions on an ad-hoc basis.
- Problem Solving - Research, investigation and decision making.
- Product Knowledge - A working knowledge of financial products and be able to discuss the key features and understand the minimums maximums requirements.
What We’re Looking For
- Excellent communication and problem-solving skills.
- A customer-first mindset with a passion for helping others.
- Familiarity with financial planning tools or software support is a plus.
- Ability to work effectively in a team and manage multiple queries efficiently.
Why Join Us?
- Comprehensive benefits: pension, life assurance, critical illness cover, income protection, medical cash plan, holiday buy, and cycle to work.
- Hybrid working with flexibility around location and travel.
- Career growth within Simplybiz and the wider Fintel group.
- Access to industry-leading insight and resources.
- A culture built on ambition, collaboration, and future.
Trainee Customer Support Associate in Huddersfield employer: Simplybiz
Contact Detail:
Simplybiz Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Customer Support Associate in Huddersfield
✨Tip Number 1
Get to know the company inside out! Research SimplyBiz and the Fintel Group, so you can chat confidently about their vision and values during your interview. This shows you're genuinely interested and ready to be part of the team.
✨Tip Number 2
Practice your communication skills! Since this role is all about helping customers, try role-playing common customer scenarios with a friend. This will help you feel more comfortable when it comes to handling real queries.
✨Tip Number 3
Show off your problem-solving skills! Think of examples from your past experiences where you successfully resolved issues. Be ready to share these stories in your interview to demonstrate your proactive approach.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re keen on joining us at StudySmarter and ready to dive into the world of customer support.
We think you need these skills to ace Trainee Customer Support Associate in Huddersfield
Some tips for your application 🫡
Show Your Customer Service Skills: Make sure to highlight any experience you have in customer service. We want to see how you've helped others and resolved issues in the past. Use specific examples to demonstrate your proactive approach!
Tailor Your Application: Don’t just send a generic application! Take the time to tailor your CV and cover letter to reflect the skills and experiences mentioned in the job description. We love seeing candidates who understand what we’re looking for.
Be Clear and Concise: When writing your application, keep it clear and to the point. We appreciate well-structured responses that get straight to the heart of your qualifications. Avoid fluff and focus on what makes you a great fit for the role!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you’ll find all the details you need about the role right there!
How to prepare for a job interview at Simplybiz
✨Know Your Tools
Familiarise yourself with the financial planning tools mentioned in the job description. Being able to discuss their features and how they can help customers will show your proactive approach and genuine interest in the role.
✨Practice Your Communication Skills
Since this role involves a lot of customer interaction, practice articulating your thoughts clearly. Consider role-playing common customer scenarios with a friend to enhance your problem-solving and communication skills.
✨Show Your Customer-First Mindset
Prepare examples from your past experiences where you went above and beyond for a customer. This will demonstrate your commitment to providing exceptional service and your ability to build rapport.
✨Understand the Company Culture
Research SimplyBiz and the wider Fintel Group to understand their vision and values. Showing that you align with their culture will make you a more attractive candidate and help you stand out during the interview.