Customer Care Specialist

JR United Kingdom; Penarth; On-site; GBP 23,000 - 26,000; Full time

Job summary

Join a leading online investment company as a Customer Service Representative in Penarth. You will provide exceptional customer experiences, assist with queries, and explain investment benefits. This role offers a supportive and dynamic team environment with opportunities for personal growth.

Benefits

Salary: £23,000 – £26,000

24 days holiday plus bank holidays

Flexible working hours

Annual bonus up to 20%

Private Medical Insurance

Death in Service Cover (3x salary)

Income Protection Insurance

Company Pension Plan

Healthify wellness support

Free gym and parking

Qualifications

• Minimum of 5 GCSEs including Maths and English.
• Experience in customer service, preferably in financial services.

Responsibilities

• Assist customers via email, phone, and LiveChat.
• Explain how Wealthify works and its benefits.

Skills

Communication

Customer Service

Team Player

Education

GCSEs including Maths and English at grade C or above

Tools

Microsoft Office

Job description

Job Description: Customer Service Representative at Wealthify

Wealthify, an award-winning online investment company based in Penarth, Wales, is committed to inspiring individuals to build their future wealth through easy, affordable, and accessible investing.

We seek talented, purpose-driven individuals eager to develop their skills and deliver exceptional customer experiences.

Responsibilities:

1. Respond to and assist both new and existing customers, providing a stellar experience across all products.
2. Handle incoming queries via email, phone, and LiveChat, ensuring accuracy, personality, and outstanding customer service.
3. Explain how Wealthify works and the benefits of investing, always informing customers rather than advising on financial decisions.

Desired Skills:

• Minimum of 5 GCSEs including Maths and English at grade C or above.
• Strong communication skills.
• Experience in customer service, preferably within financial services.
• Experience with pension products is desirable.

Additional Qualities:

• Team player: friendly, diligent, empathetic, well-organized.
• Confident in multi-tasking and operational support.
• Proficient with Microsoft Office and quick to learn new systems.
• Hardworking with a strong work ethic.
• Excellent organizational skills.

Benefits:

• Salary: £23,000 – £26,000 based on skills and experience.
• 24 days holiday plus bank holidays, with additional days for each year of service (up to 28).
• Flexible working hours: 37.5 hours/week, 8am – 5:30pm, Monday to Friday.
• Annual bonus up to 20%.
• Private Medical Insurance.
• Death in Service Cover (3x salary).
• Income Protection Insurance.
• Company Pension Plan.
• Healthify wellness support.
• Social activities via Ministry of Fun.
• Modern offices in Penarth Marina with free gym and parking.
• Collaboration space and games room.
• Commitment to culture, ethics, environment, and charity.

This is a fantastic opportunity to join a dynamic, fun, and friendly team.