Customer Experience Specialist - Financial Services

Canada Life; Bristol; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading financial services provider in the UK is seeking a Customer Service Representative to enhance service delivery and customer experience. The role requires diligence, customer service skills, and the ability to adapt in a dynamic environment. Candidates must have at least 5 GCSEs, including English and Maths, and can work toward a financial qualification. This position offers comprehensive rewards, development opportunities, and a commitment to diversity and inclusion.

Benefits

Competitive salary

Generous pension scheme

Bonus scheme

Private medical insurance

Life assurance

Personal and professional development

Qualifications

• Diligent and conscientious in work accuracy.
• Excellent customer service experience required.
• Must possess a 'Can Do' attitude.
• Proficient in written and verbal communication.
• Capable of operating in a fast-paced environment.
• Intermediate knowledge of MS Office essential.

Responsibilities

• Manage the end-to-end process of tasks effectively.
• Maintain accurate company records as per regulations.
• Provide technical knowledge support to team colleagues.
• Respond to incoming telephone enquiries accurately.
• Maintain relationships with advisers and other areas.
• Investigate and resolve complaints per regulatory procedures.
• Contribute to team improvement and self-development.

Skills

Attention to detail

Customer service experience

Proactive attitude

Written communication skills

Verbal communication skills

Ability to work under pressure

MS Office knowledge

Education

5 A*–C GCSEs including English and Maths

Award in financial administration

Job description

A leading financial services provider in the UK is seeking a Customer Service Representative to enhance service delivery and customer experience. The role requires diligence, customer service skills, and the ability to adapt in a dynamic environment. Candidates must have at least 5 GCSEs, including English and Maths, and can work toward a financial qualification. This position offers comprehensive rewards, development opportunities, and a commitment to diversity and inclusion.