At a Glance
- Tasks: Provide top-notch customer service and handle queries from clients and financial advisors.
- Company: Dynamic financial services company focused on client satisfaction.
- Benefits: Comprehensive training, competitive salary, and opportunities for career advancement.
- Other info: Exciting role with a supportive environment and growth potential.
- Why this job: Join a passionate team and make a real difference in customer experiences.
- Qualifications: Strong communication skills and a passion for customer service.
The predicted salary is between 25000 - 32000 £ per year.
Overview 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.
About the role Our call handlers are responsible for answering incoming telephone queries form 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 ...
Customer Service Advisor (Financial Services) FT - Birmingham employer: SS&C
As a Customer Service Advisor in our Birmingham Call Centre, you will join a dynamic team that values excellent communication and attention to detail. We offer a supportive work culture with comprehensive training and opportunities for personal growth, ensuring you are well-equipped to provide outstanding service to our investment clients. With a focus on employee development and a passion for delivering the best customer experience, we are committed to making your career with us both meaningful and rewarding.
