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Customer Service Representative
1 month ago
This is a critical position at Quilter, where you will serve as the company's welcoming face, ensuring customer satisfaction. Your responsibilities will include efficiently administering policies, addressing queries, and resolving complaints. You will also guide customers in setting up their accounts and provide solutions for the financial products they require.
Your influence will extend across various business domains, encompassing the administration of new clients' pensions, investments, money transactions, and other pertinent areas. Meticulous attention to detail and effective communication are imperative, especially when crafting letters and financial documents.
Timely processing of client requests in accordance with our Service Level Agreements is a core responsibility. Your professionalism and efficiency will shine as you engage with clients, providers, and visitors via phone and email, ensuring a seamless experience.
A key aspect of this role involves understanding a client's financial position through active listening, tailoring solutions to meet their specific needs. Remaining abreast of our products and services ensures you deliver the most appropriate outcomes for our diverse clientele.
About You
We are seeking an individual with previous administrative experience, including proficiency in Microsoft Office, especially Excel and PowerPoint. Your exceptional organisational skills will shine through as you expertly prioritise workloads and meet deadlines. Adept in verbal and written communication, you will accurately record and interpret report data, contributing to the overall efficiency of the team.
Taking personal responsibility for consistently delivering high-quality work, you embody a proactive approach and apply problem-solving skills in your day-to-day duties. Your friendly and adaptable nature, coupled with your ability to thrive under pressure, defines you as both an independent contributor and a collaborative team player. With a genuine passion for helping others and a customer-centric mindset, you contribute to a positive and dynamic work environment.
Core Benefits
We offer a range of benefits to our employees, including 182 hours of holiday (26 days), a non-contributory company pension scheme, private medical insurance, life assurance, and income protection. In addition, we offer a range of flexible benefits that you can choose from and pay for conveniently via a salary deduction.
Our Values
We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive.
Our Approach
We aim to be the UK's best wealth manager for clients and their advisers. We are committed to delivering the highest level of service and ensuring that our clients receive the best possible outcomes. We believe in empowering our employees to make a positive impact and contribute to the success of our business.
