Customer Services Executive
6 months ago
**Customer Service Executive
**Reports to: Service Delivery Manager**
**Main Location: Salisbury (office-based contract with hybrid working option)**
**Salary: £23,850 - £26,000 + bonus + excellent benefits**
Are you passionate about Customer Service and believe in putting the customer at the
heart?
Are you looking for a role working for a platform that strives to provide the very best
customer experience and acts upon the feedback of its customers ensuring they receive
the outcomes they deserve?
Does being part of the Wealthtime collaborative culture we offer and having flexibility
without compromising the service our customers receive appeal to you?
**About the role**
Financial Advisers trust us with their clients, so ensuring we provide an incredible level of
customer service is key. From walking Advisers through our website to updating them on
cases, it’s down to our Customer Services team to deal with a whole range of queries
- putting Advisers’ minds at ease by providing the support and clarity they need. Join us
as a Customer Service Executive and you’ll take ownership of relationships with Financial
Advisers and their clients, working with other teams across our business to manage any
queries through to resolution. And don’t worry, we’ll provide full training so you’ll be up
to speed in no time.
**About you (what we’re looking for)**
A great communicator and even better listener, you’ll be more than happy speaking to a
range of people on the phone and keeping in touch via secure message. Quick to learn,
absorbing new information and keeping up with changes comes easily to you. And
whether you’re working alone or as part of a team, you’ll always go above and beyond to
do what’s right for the customer. You’ll also:
- Have experience of providing great customer service. If you’ve experience of
working in finance or a contact centre before, even better (although not
essential)
- Be an excellent communicator
- Have strong organisation and time-management skills- You will represent our brand, a very high level of professionalism is always
expected
**Rewards and Benefits**
- Competitive salary.
- Discretionary bonus each year.
- 34 days holiday per calendar year including bank holidays, with the option to
- purchase or sell up to 5 additional days per year.- Supported and encouraged professional development.
- Private Medical scheme (single cover that can be increased to Full Family).
- Income protection scheme.
- Life assurance scheme.
- Group contributory pension scheme.
- Hybrid Working flexibility (split between home and office).
- Interest free season ticket loans for travel costs.
- Novia Foundation Day in support of charitable activities.
- We encourage internal progression at Wealthtime, with many of our employees
going on to become Team Leaders, Managers, Subject Matter Experts and many
more.
- We're proud of our company culture at Wealthtime. From rewards and incentives,
remote team socials to fun quizzes, our friendly and welcoming teams at
Wealthtime strive to make our office a great place to work.
Wealthtime is an equal opportunities employer who values a diverse and inclusive
workplace. We recognise that people work in different ways, and we value alternative
viewpoints, celebrate individuality, and foster a culture where everyone can bring their
true self to work. We are committed to creating a diverse workforce. we accept
identity, ethnicity, sexual orientation, disabilities, and long-term health conditions.
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