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Customer Service Operative, Horsham (SR-1045)

£21000 - £27000 plus benefits

Customer Service Operative
£21,000 - £27,000

We are representing a dynamic, market leading organisation that is going through an exciting period of growth. The business creates bespoke, cloud-based technology solutions to support Financial Services firms.

This unique combination of wrap platform, discretionary and investment management allows its clients to deliver a high-class service to their clients.

If you are customer focused, professional and well organised who enjoys building relationships we would love to hear from you. This is an exceptional opportunity to start, or progress, your career within the Financial Services industry.

Key activities and responsibilities:

  • To act as the first point of contact for Financial Advisers and End consumers for any queries.
  • To have a thorough understanding of processes to be able to effectively communicate these through written and verbal communication.
  • To take responsibility of queries, following processes and procedures and achieving a satisfactory resolution.
  • Obtain and develop a thorough understanding of Platforms within the Financial Services market.
  • To logically source and think of solutions to problems and ensure excellent outcomes.
  • Ensure all data is inputted and maintained to ensure accuracy.
  • Proactive feedback to other departments where required in order to ensure excellent client outcomes
  • Contribute and feedback in team meetings

About you:

  • Excellent communication skills and telephone manner
  • GCSE’s or equivalent (including Mathematics and English language) and 2 A Levels
  • Good attention to detail, ability to prioritise
  • Ability to work as part of a team and autonomously
  • Organised and diligent with a willingness to learn
  • Previous Financial Services industry experience would be advantageous
  • A confident user of Microsoft, including Word and Excel
  • Enthusiasm, energy and positivity
  • Excellent phone manner and experience of dealing with challenging calls
  • Excellent communication skills both written and oral with the ability to appropriately adapt communication appropriately.
  • Understanding of FCA regulations and procedures
  • Ability to work as part of a team and autonomously
  • Build rapport quickly and easily 
  • Able to work efficiently and accurately in a fast-paced environment
  • Experience of working within a call centre environment
Employment type: 
Employed (Full Time)
Financial Planning
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