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For Companies At a Glance
- Tasks: Be the friendly voice for clients, handling enquiries and providing top-notch service.
- Company: Leicester-based financial services company focused on client care and professionalism.
- Benefits: Competitive salary, pension scheme, performance bonus, and career development opportunities.
- Why this job: Join a supportive team and make a real difference in clients' financial journeys.
- Qualifications: Previous customer service experience, strong communication skills, and attention to detail.
- Other info: Dynamic work environment with opportunities for growth and learning.
The predicted salary is between 30000 - 42000 £ per year.
Customer Service Representative
We are a Leicester-based financial services company providing tailored advice and solutions in wealth management, investments, and financial planning. We pride ourselves on delivering exceptional client experiences with professionalism, integrity, and care.
Role Overview
We are looking for a motivated Customer Service Representative to be the first point of contact for our clients. You will handle enquiries, provide clear and accurate information, and ensure each client receives outstanding service.
Key Responsibilities
- Respond to client calls, emails, and messages in a professional and timely manner
- Assist clients with account queries, updates, and documentation
- Explain financial services and products clearly and compliantly
- Escalate complex issues to the relevant team while keeping clients updated
- Maintain accurate client records in line with data protection and FCA requirements
- Support process improvements to enhance the customer experience
Requirements
- Previous experience in customer service (finance or banking preferred)
- Excellent communication and interpersonal skills
- Strong attention to detail and organisational abilities
- Ability to work well under pressure and meet deadlines
- Knowledge of FCA regulations
- Understanding of savings, investments, or retirement products
- Pension scheme and performance bonus
- Training and career development opportunities
- Friendly and supportive team culture
Seniority level
- Not Applicable
Employment type
- Full-time
Job function
- Administrative and Customer Service
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Customer Service Representative employer: Venquis
Contact Detail:
Venquis Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Service Representative
✨Tip Number 1
Make sure you know the company inside out! Research our financial services, values, and what makes us tick. This way, when you chat with us, you can show off your knowledge and enthusiasm for the role.
✨Tip Number 2
Practice your communication skills! As a Customer Service Representative, you'll be the first point of contact for clients. Role-play with a friend or family member to get comfortable handling different types of enquiries.
✨Tip Number 3
Be ready to showcase your problem-solving skills! Think of examples from your past experiences where you turned a challenging situation into a positive outcome. We love hearing about how you’ve made a difference!
✨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 us you’re genuinely interested in joining our friendly team here at StudySmarter.
We think you need these skills to ace Customer Service Representative
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your customer service experience, especially in finance or banking. We want to see how your skills align with our need for clear communication and attention to detail.
Craft a Compelling Cover Letter: Use your cover letter to showcase your passion for delivering exceptional client experiences. Tell us why you’re excited about the role and how you can contribute to our friendly team culture.
Showcase Relevant Skills: In your application, emphasise your organisational abilities and how you handle pressure. We value candidates who can manage multiple enquiries while maintaining professionalism and care.
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 don’t miss out on any important updates from our team!
How to prepare for a job interview at Venquis
✨Know Your Stuff
Make sure you brush up on financial services, especially those related to wealth management and investments. Familiarise yourself with common terms and products, as well as FCA regulations. This will help you answer questions confidently and show that you're serious about the role.
✨Practice Makes Perfect
Rehearse common customer service scenarios you might face in the interview. Think about how you would handle difficult clients or complex queries. This not only prepares you for potential questions but also demonstrates your problem-solving skills and ability to stay calm under pressure.
✨Showcase Your Communication Skills
Since this role requires excellent communication, be ready to demonstrate your interpersonal skills. Use clear and concise language when answering questions, and don’t hesitate to ask for clarification if you need it. Remember, it's all about making a great impression!
✨Be Client-Focused
Emphasise your commitment to providing outstanding client experiences. Share examples from your past roles where you went above and beyond for a customer. This will highlight your dedication to service and align with the company's values of professionalism and care.
