Job Description
Customer Service Executive – Hybrid/Cheltenham
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Do you have a passion for Customer Service? Do you have an exceptional telephone manner? Do you have excellent verbal and written communication skills? Are you able to build rapport quickly and confident speaking with clients? If so, please keep reading.*
We are a fast growing financial services business and are looking for someone who can deliver an excellent customer experience. The successful candidate will be responsible for dealing with all incoming queries from existing clients and ensure an outstanding client experience every time.
As a business, we fully support hybrid working and have both working from home and flexible working policies. For this particular role, we would expect the candidate to be based at Cheltenham Head Office three days per week. Cheltenham is ideally located for candidates commuting from across Gloucestershire, Worcestershire, Oxfordshire, and Bristol.
We provide our advice and service through Attivo Financial Planning, one of the very few Independent, Chartered, Occupational Pension Specialist, financial planning firms in the UK. We aim to deliver the most professional, technically competent, independent advice and service to our clients. We want to be seen as a leader in the financial planning sector, to help change the standing of financial planning to be recognised as a genuine profession and to ensure we, and the profession, contribute positively to society and the economy.
Main responsibilities
- Ensuring that all enquiries are handled in an efficient and timely manner, delivering exceptional levels of customer service to all clients.
- Adherence to the requirements laid out by the FCA in terms of compliance, customer risk and Treating Customers Fairly (TCF) principles
- Ensuring that all client interactions are documented accurately on Intelligent Office and adhere to GDPR
- Using knowledge of Attivo Group products and services, Identifying new business opportunities
- Work closely with other team members and Financial Planners to provide the best services to all new and existing clients.
- Ensure that all activities are accurately recorded and updated
- Proactively maintain an up-to-date knowledge of the Business processes and service offerings to its clients.
*Qualifications, skills and experience
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- Minimum 5 GCSE’s graded A-B (6), or equivalent, including Maths and English
- Experience of working in a similar role within Financial Services is desirable
- Previous customer service experience demonstrating a high standard of service in every customer interaction is essential
- Excellent interpersonal, listening, numerical and IT skills
- Professional, ethical and discreet
- Ability to build and maintain ongoing client relationships
- Ability to work well under pressure whilst maintaining excellent attention to detail.
- Educated to degree level, preferably in Economics, Maths, Accountancy and Finance or Business Management would be beneficial
Salary and benefits
Up to £27,000, depending on qualifications and experience
Attivo Group also offers:
- Excellent company benefits package including a non-contributory Pension Scheme, Private Medical Insurance, Income Protection, Critical Illness and Death in Service
- Generous holiday allowance, rising with length of service
- Work from home and flexible working available
- Discounted corporate gym membership
- Parking allowance for employees who live over 1.5 miles away from the office (Cheltenham only)
- Regular company social events
- Charity days
- Excellent culture, promoting employee wellbeing and engagement.
Recruitment Policy
Attivo Group Limited is committed to being an Equal Opportunities employer. If you require reasonable adjustments at any stage of the recruitment process, please let us know and we will endeavour to make the process as accessible and as fair as possible.
Please be aware that any offer of employment will be subject to satisfactory completion of pre-employment vetting as outlined by the Financial Conduct Authority (FCA) . This may include but not limited to adverse financial history , criminal records, UK directorship and disqualifications check.
Attivo Group do not use recruitment agencies as we respectfully ask that agencies do not contact us in regard to posts advertised on this site.
Privacy Policy
If we have received your details in response to a recruitment initiative, we will store the personal information that either you have provided us with. We process that information because it is in our legitimate interests to do so in order for us to be able to make an informed decision about whether to interview you and, ultimately, recruit you.
We believe that you would reasonably expect us to process your personal information in this way and that such processing does not have an impact on you in a way that would make this processing unfair. Where your personal information is kept as part of a file relating to prospective employees of Attivo Group, we will retain that information and any information relating to that matter. This is so that we can review the file if any complaints or issues arise after the recruitment process. The length of time that we keep prospective employee files is usually 3 months after conclusion of the relevant recruitment process.
Unless you request us not to do so, we may also contact those individuals who are referred to in any information you provide us with, for example referees. This contact may be made by telephone, e-mail or post. We will only do this if we have your express permission to contact them in this way.
Please visit our website to view our full privacy policy for prospective employees.
Job Type: Full-time
Salary: Up to £27,000.00 per year
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