Remote Financial Services Advisor (UK)

Capital on Tap; United States; Remote; USD 38,000 - 43,000; Full time

Benefits offered by this job

Private Healthcare including dental

Worldwide travel insurance

28 days holiday

Pension scheme

Cycle to Work Scheme

Dog Friendly Offices

Job summary

Capital on Tap is seeking a Customer Service team member to be the friendly voice for business owners, handling phone, email and live chat with full ownership of each case from start to finish. You will deliver clear and practical solutions while staying up to date with products and policies to ensure accurate guidance.

This remote UK role involves working with a fast-paced team to improve the customer experience and build strong relationships.

Qualifications

• Strong customer service experience, ideally within a call centre or financial services environment.
• Strong verbal and written communication skills, with the ability to explain information clearly and professionally
• Sound judgement and confidence when managing complex or sensitive customer enquiries
• Proven ability to handle a high volume of requests while maintaining accuracy and quality
• Proactive attitude, with a strong focus on resolving issues at the first point of contact
• Empathetic and curious nature, with a genuine passion for helping people
• The ability to work independently while also contributing effectively within a fast-paced team environment

Responsibilities

• Providing friendly, professional support to customers via phone, email, and live chat
• Resolving issues efficiently while taking full ownership of each case from start to finish
• Listening carefully to understand concerns and delivering fair, practical solutions
• Keeping up to date with products and policies to ensure accurate guidance and information is provided
• Proactively identifying ways to improve the customer experience, from enhancing FAQs to suggesting process improvements
• Recognising customers who may need additional support and ensuring they receive the help they need

Skills

Customer service

Communication

Judgement

Multitasking

Proactivity

Empathy

Team player

Job description

Capital on Tap is seeking a Customer Service team member to be the friendly voice for business owners, handling phone, email and live chat with full ownership of each case from start to finish. You will deliver clear and practical solutions while staying up to date with products and policies to ensure accurate guidance.

This remote UK role involves working with a fast-paced team to improve the customer experience and build strong relationships.