At a glance
Automatically prepared from the listing. Check the original description for the full requirements.
Jump to the original descriptionResponsibilities
Act as the initial point of contact for prospective customers and intermediaries to provide information regarding products like ISAs, Bonds, and Mortgages. Responsibilities include handling telephone inquiries, promoting services without hard selling, and performing administrative tasks.
Requirements
Candidates should have telephone-based experience, though recent graduates and school leavers are welcome to apply. Previous experience in financial services, banking, or insurance is preferred alongside proficiency in MS Office.
Education
- high school
- bachelor degree
Working hours
40 hours per week
Skills
- Customer Service
- Telephone-based communication
- Financial Services
- Insurance
- Banking
- Administration
- Product Knowledge
- Market Research
- MS Office
- Attention to Detail
Benefits
- Bonus
- Pension
- Professional study sponsorship
- Free car parking
Visa sponsorship
Not detected in the job text
Categories
- Customer Service & Support
- Finance & Accounting
Keywords
- Financial Services
- Insurance
- Banking
- ISAs
- Bonds
- Mortgages
- Customer Service
- Market Research
- MS Office
- Administration
- Intermediaries
- Client Relations
Original job description
First class company to work for, genuine chance for people to develop within this customer service function or within several specialist teams in other areas of the business
Job Title/Location: Customer Service Consultant, Epsom/WFH
Salary: £25,000 - £26,500 + bonus adds c.£1,000 + pension
Office/WFH: Average working week is 3 days office, 2 days WFH. Training is 100% office based
Requirements: Telephone-based experience & open to recent graduates, school leavers & those returning to work. Ideally some previous experience in Financial Services, Insurance or Banking
Role Snapshot: Liaising with new/prospective customers, answering queries, detailing product benefits with approx. 10-20% of your time focusing on administration
The Company: Our client is a highly professional financial services company who base their customer services model on first-class customer service, as opposed to the hard sell. This role will expose you to both of their key markets and the focus is on providing information to customers/brokers, not advising.
The Role: This Customer Service Consultant role is based around acting as the initial point of contact for prospective customers and intermediaries regarding their products and services. You are responsible for outlining the benefits of the relevant products/services, but without ‘selling or offering advice’. A real focus on providing information through 1st class customer service – key responsibilities include:
Maintain good knowledge of all products and services including ISA’s, Bonds and Mortgages
Deal with telephone calls promptly, accurately and efficiently
Promote products and services, but without ‘selling’ & carry out market research
Issue relevant literature, illustrations and application forms
Proactively follow up enquiries & call existing mortgage customers
Contact customers periodically regarding services and products
Occasionally attend events and other functions to promote products and services
Hours: Monday to Friday, 9am – 5.30pm
Skills / Experience Required: For this Customer Service Consultant role our client will consider people who have telephone-based experience in any sector, ideally with some previous experience within Financial Services, Banking or Insurance. Our client will also consider recent graduates, school leavers and those returning to work, if they have some previous phones experience with customers. Good MS Office experience is sought, along with an eye for detail & accuracy within a fast-paced environment.
Additional Information: This Customer Service Consultant role is a great opportunity for career progression. Salary is to £26,500 along with an annual bonus, pension, professional study sponsorship and free car parking.