Customer Service Advisor
1 day ago
We're passionate about making a difference to our customers' lives and we need people who share the same vision.
As a Customer Service Advisor, you'll be responsible for:
- Answering inbound calls in a polite, courteous and timely manner from both direct customers and Independent Financial Advisers.
- Assisting customers with their accounts, updating/changing personal details, organising password resets, helping unlock accounts.
- Advising the client how to add or withdraw funds and providing guidance on our platform.
- Recording customer interactions to ensure an accurate audit trail is available.
- Always striving to provide a solution for each customer.
Our advisers need to build an instant rapport and be comfortable having a range of meaningful interactions ensuring a positive outcome, whilst delivering a memorable customer experience through every touch point.
In order to build strong relationships every day, we need to adapt to our customers' needs and communicate in a way that works for them. As a trusted adviser you'll strive to improve standards for our customers, looking for ways to make their lives easier and taking the stress out of retirement.
About usEmbark Group is one of the largest retirement solutions providers in the UK. Operating from seven offices across the UK we work closely with financial advisers and leading financial institutions to help them deliver long-term savings and investment solutions to their customers.
We're a technology-led business that provides an investment platform and a wide range of digital investments, pensions and workplace solutions. Embark has continuously been recognised by the WealthTech100 as one of the most innovative financial technology companies in 2019, 2020 and 2021.
Embark is part of Lloyds Banking Group, a leading UK based financial services group providing a wide range of banking and financial services, focused on personal and commercial customers with a clear purpose; to help Britain prosper. With more than 58,000 colleagues and 26 million customers, the Group operates through household names including Lloyds Bank, Halifax, Bank of Scotland and Scottish Widows.
What you'll needDelivering excellence is no easy task, particularly when you're transforming a business. So, we're looking for someone with the right experience and behaviours to join our team. The 'DNA' we look for starts with high proactivity and tenacity, the desire to deliver service excellence, attention to detail and a passion for both innovation and continuous improvement. As well as this, you'll need to have:
- Experience of working in a call / contact centre environment and / or financial services experience.
- Excellent verbal, written and interpersonal communication skills.
- Outstanding customer service skills and dedication to providing exceptional customer care.
- Must be self-motivator and self-starter.
- Focus on quality and customer service.
- Exceptional listening and analytical skills
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