Investment Services Specialist – Complex Customer Care

Interactive Investor; Leeds; On-site; GBP 25,000 - 32,000; Full time

Job summary

A leading investment platform in Leeds is seeking a Customer Services Representative to assist customers with complex queries regarding investment products. The role involves responding to customer needs, maintaining professionalism, and managing multiple tasks in a busy contact centre environment. Candidates should have a good customer service background and excellent communication skills, with a passion for assisting customers.

Benefits

Group Personal Pension Plan

Life Assurance and Group Income Protection

Private Medical Insurance

25 Days Annual Leave, plus bank holidays

Staff Discounts on investment products

Personal & Well-being Fund

Retail Discounts

Voluntary Flexible Benefits

Qualifications

• Experience in a contact centre handling complex products.
• Strong listening and communication skills essential.
• Ability to provide best service experience for customers.

Responsibilities

• Answer calls from customers and understand their unique situations.
• Manage complex customer queries relating to our investment products.
• Build relationships with customers daily and provide excellent service.

Skills

Customer-focused attitude

Experience in contact centre environment

Excellent communication skills

Ability to multitask

Proficient IT skills

Job description

A leading investment platform in Leeds is seeking a Customer Services Representative to assist customers with complex queries regarding investment products. The role involves responding to customer needs, maintaining professionalism, and managing multiple tasks in a busy contact centre environment. Candidates should have a good customer service background and excellent communication skills, with a passion for assisting customers.