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Customer Service Representative

2 months ago

Leeds, United Kingdom Pontoon Full time
Job Title:

Customer Service Representative

Job Summary:

Pontoon is seeking an experienced Customer Service Representative to support their Customer Service Operations team in managing stocks and shares investment, pension investments, and savings accounts.

Key Responsibilities:
  • Provide accurate and timely information to customers regarding their investment shares and account details.
  • Assist customers with logging into their accounts and managing their investment portfolios.
  • Resolve any issues or concerns customers may have, including transaction discrepancies and account access problems.
  • Ensure all customer interactions comply with banking regulations and security protocols to protect sensitive information.
  • Maintain detailed records of customer interactions and transactions and prepare reports as needed for internal review and compliance purposes.
Requirements:
  • Experience working in customer services, managing a high volume of calls.
  • Excellent communication skills, both written and verbal.
  • Able to handle complex information and work to a high level of detail.
  • Proficiency in IT packages such as Excel, Outlook, and Word.
  • Strong problem-solving abilities and the ability to use own judgement.
Benefits:
  • Sociable hours with flexibility.
  • Office located in City Centre with excellent transport links.
  • On site canteen.
  • Flexible benefits to suit your lifestyle, such as discounted shopping, attraction tickets and travel.
  • First-class support and training for all colleagues.
  • Opportunity for growth within the company.
  • Well-being Support through dedicated Apps and Employee Assistance Programme.
  • Holiday allowance.
  • Weekly pay.