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- Tasks: Assist clients with queries and provide top-notch customer service in a dynamic call centre.
- Company: Join a leading financial services firm known for its commitment to client satisfaction and excellence.
- Benefits: Enjoy comprehensive training, career growth opportunities, and a supportive work environment.
- Why this job: Be part of a passionate team that values communication and attention to detail while making a real impact.
- Qualifications: Customer service experience, basic computer skills, and a desire to grow in the financial sector.
- Other info: Diversity is key; we welcome applicants from all backgrounds to enrich our team.
The predicted salary is between 28800 - 43200 £ per year.
Are you passionate about customer service? Our Call Centre is the heart of our business, and we pride ourselves on excellent communication, attention to detail and our drive to be the best we can.
Known within the business as Client Services Voice, the Call Centre is responsible for servicing our leading investment clients and their customers. We are passionate about what we do and therefore looking for people who can provide excellent customer service, have a high level of attention to detail; but most of all, a passion for our business and provide the best customer experience possible.
Our call handlers are responsible for answering incoming telephone queries from a wide variety of callers such as clients, IFAs (Independent Financial Advisors), investors and other financial institutions. You will accept account servicing questions on the phone and action the appropriate response, whether to request investigations, give portfolio valuations or update customer account details.
Within this role you will gain understanding of the processes and procedures across many different areas of the business and be able to exhibit understanding of the different investment products we work with, such as ISAs, Unit Trusts, Investment Trusts and OEICs.
We provide a comprehensive training course, which can last up to 12 weeks, and is a mix of classroom-based and on the phone training. This will provide you with all the support and learning you need to be able to excel in this role.
The Ideal Candidate
- Customer services experience, either face to face or over the phone
- Excellent customer service skills, including the ability to learn how to respond to complex customer queries
- Organised and able to work on own initiative when required
- Basic computer skills
- Empathy towards our clients’ needs
- A keenness to make a career in the financial services industry
We encourage applications from people of all backgrounds and particularly welcome applications from under-represented groups, to enable us to bring diversity of perspective to our thinking and conversation. It's important to us that we strive to have a workforce that is diverse in the widest sense.
All offers of employment at SS&C are subject to background verification checks, including 5 year employment history, proof of eligibility to work in the UK, proof of address, credit check and criminal record check. The accuracy of all information you submit as part of your application is vital and may be used as part of the background checking process should you be successful.
Customer Service Advisor (Financial Services) FT employer: SS&C
Contact Detail:
SS&C Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Service Advisor (Financial Services) FT
✨Tip Number 1
Familiarise yourself with the financial services industry, especially investment products like ISAs and Unit Trusts. This knowledge will not only help you in interviews but also show your genuine interest in the role.
✨Tip Number 2
Practice your communication skills by engaging in mock calls or role-playing scenarios. This will prepare you for the types of customer queries you might encounter and demonstrate your ability to handle complex situations.
✨Tip Number 3
Showcase your empathy and customer service skills by sharing relevant experiences during your interactions with us. Highlight specific instances where you went above and beyond to assist a customer.
✨Tip Number 4
Research our company culture and values to align your responses with what we stand for. This will help you connect with us on a deeper level and demonstrate that you're a great fit for our team.
We think you need these skills to ace Customer Service Advisor (Financial Services) FT
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant customer service experience, especially in financial services. Use specific examples that demonstrate your ability to handle complex queries and provide excellent service.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for customer service and the financial industry. Mention your attention to detail and how you can contribute to providing the best customer experience.
Highlight Relevant Skills: In your application, emphasise skills such as organisation, empathy, and initiative. These are crucial for the role of a Customer Service Advisor and will help you stand out.
Proofread Your Application: Before submitting, carefully proofread your application for any errors or typos. A well-presented application reflects your attention to detail, which is essential for this position.
How to prepare for a job interview at SS&C
✨Show Your Passion for Customer Service
Make sure to express your enthusiasm for customer service during the interview. Share specific examples of how you've gone above and beyond to help customers in previous roles, as this will demonstrate your commitment to providing excellent service.
✨Understand Financial Products
Familiarise yourself with the financial products mentioned in the job description, such as ISAs and Unit Trusts. Being able to discuss these products confidently will show that you are proactive and genuinely interested in the role.
✨Demonstrate Attention to Detail
Since attention to detail is crucial in this role, prepare to discuss situations where your attention to detail made a difference. This could be in resolving customer queries or ensuring accuracy in documentation.
✨Prepare for Common Customer Queries
Anticipate the types of questions you might receive from clients and practice your responses. This will not only help you feel more confident but also showcase your ability to handle complex queries effectively.
