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For Companies At a Glance
- Tasks: Deliver exceptional customer service and resolve queries in a fast-paced environment.
- Company: Join a leading provider in the global asset management industry with over 20 years of experience.
- Benefits: Enjoy a competitive salary, professional development opportunities, and a collaborative team culture.
- Why this job: Be part of a dynamic team that values flexibility, teamwork, and positive customer outcomes.
- Qualifications: Proven customer service skills and knowledge of financial services; coaching ability is a plus.
- Other info: Full-time position based in Central Leeds; ideal for those looking to grow in financial services.
The predicted salary is between 20400 - 30600 £ per year.
Overview
Job Title: Senior Customer Service Representative
Location: Central Leeds (fulltime on site)
Salary: £25,500
Our client is a leading provider of specialist services to the global asset management industry. With more than 20 years of experience, they partner with institutional investors, funds, and asset managers worldwide to design, support, and protect investment structures and strategies.
Position Summary
Reporting to the Customer Services Assistant Manager, the Senior Customer Service Representative will deliver outstanding service and technical expertise across all inbound and outbound customer interactions.
Responsibilities
- Act as a subject matter expert and customer-facing professional in a regulated, fast-moving, and evolving environment.
- Resolve queries at first point of contact, including addressing initial customer dissatisfaction.
- Ensure accuracy in both written and verbal communications, maintaining high standards of professionalism.
- Demonstrate role-model behaviours that deliver positive customer outcomes and support colleagues to do the same.
- Embrace flexibility and adapt to shifting priorities throughout the day.
- Promote effective teamwork and collaborative working across all functions.
- Adhere to company policies, procedures, and service-level agreements.
Key Areas of Focus
Strategic Focus
- Manage and resolve customer queries promptly and accurately across all communication channels in line with SLAs and regulations.
- Encourage and enable first-contact resolution of queries and complaints.
- Act as a point of contact and mentor for less experienced colleagues.
- Support leadership teams as required within Transfer Agency.
Governance & Risk
- Possess a strong background in financial services, ideally within funds.
- Demonstrate understanding of complaint handling, incident recognition, and breach identification.
- Show commitment to professional development, ideally working towards IOC qualifications.
Experience and Personal Attributes
- Excellent, proven customer service skills.
- Up-to-date knowledge of financial services and industry practices.
- Ability to coach and support less experienced colleagues.
- Strong interpersonal skills with the ability to influence internal and external stakeholders.
- Collaborative team player with excellent communication skills.
- IOC Module 1 (desirable).
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Senior Customer Service Representative employer: So Code Limited
Contact Detail:
So Code Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Customer Service Representative
✨Tip Number 1
Familiarise yourself with the financial services industry, especially in asset management. Understanding the key players and current trends will help you engage in meaningful conversations during interviews.
✨Tip Number 2
Brush up on your complaint handling skills. Be prepared to discuss specific examples of how you've resolved customer issues effectively, as this is a crucial part of the role.
✨Tip Number 3
Showcase your ability to work collaboratively. Think of instances where you've successfully worked in a team to achieve a common goal, as teamwork is highly valued in this position.
✨Tip Number 4
Highlight your commitment to professional development. If you're working towards IOC qualifications or have any relevant training, make sure to mention it, as it demonstrates your dedication to the field.
We think you need these skills to ace Senior Customer Service Representative
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in customer service and financial services. Use specific examples that demonstrate your ability to resolve queries and provide outstanding service.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your experience with complaint handling and your commitment to professional development, such as working towards IOC qualifications.
Highlight Key Skills: In your application, emphasise your strong interpersonal skills and ability to influence stakeholders. Provide examples of how you've successfully collaborated with teams to achieve positive customer outcomes.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. Ensure that your communication is clear and professional, reflecting the high standards expected in the role.
How to prepare for a job interview at So Code Limited
✨Showcase Your Customer Service Skills
Be prepared to discuss specific examples of how you've delivered outstanding customer service in the past. Highlight situations where you resolved issues at the first point of contact, as this aligns with the role's focus on first-contact resolution.
✨Demonstrate Financial Services Knowledge
Since the position requires a strong background in financial services, brush up on industry practices and regulations. Be ready to discuss your understanding of complaint handling and incident recognition, which are crucial for this role.
✨Emphasise Teamwork and Mentoring
The role involves supporting less experienced colleagues, so share examples of how you've successfully collaborated with teams or mentored others. This will show your ability to promote effective teamwork and contribute positively to the work environment.
✨Prepare for Behavioural Questions
Expect questions that assess your adaptability and flexibility in a fast-paced environment. Think of scenarios where you've had to shift priorities quickly and how you managed those changes while maintaining professionalism.
