Job Description
Bradley David Associates is looking for a Customer Service Representative with excellent communication skills, working for a company that looks after retirement, investment and protection needs of individuals and companies. They offer wealth, insurance and asset management solutions.
A customer service representative will act as a liaison, provide product/services information and resolve any emerging problems that our customers might face with accuracy and efficiency. The target is to ensure excellent service standards, respond efficiently to customer enquiries and maintain high customer satisfaction.
You will ensure that the customer is always put first, in line with the companies values.
Job Summary:
1. Office in Potters Bar
2. Monday to Friday 9am-5pm
3. £27,000 - £32,000 dependent on experience
4. Bonus of 8-12%
5. Amazing pension, benefits and 30 days holidays (38 inc bank holidays)
Here's a reworded version of your job duties, maintaining the original meaning but with clearer and more concise language:
Job Responsibilities:
6. Take full ownership of assigned tasks from start to finish, ensuring a thorough understanding of all products and compliance with relevant regulations.
7. Update and maintain accurate company records to meet legal, customer, and internal requirements.
8. Keep up-to-date with technical product knowledge to support team members, provide backup as needed, and help achieve departmental goals.
9. Handle incoming phone inquiries across all product lines, providing accurate responses and documenting resolutions appropriately while using the most effective communication methods.
10. Build and maintain strong working relationships with advisers and other departments.
11. Investigate and resolve complaints and queries in line with both company and regulatory procedures, identifying root causes and ensuring fair outcomes for customers, the company, and regulators.
12. Proactively support continuous improvement by reviewing processes, contributing ideas to enhance service and performance, and focusing on personal development.
Requirements
What we need from you:
13. Diligent and conscientious in the accuracy of their work, excellent attention to detail
14. Excellent Customer Service experience
15. Proactive attitude
16. Excellent written and verbal communication skills
17. Ability to operate in a fast paced, dynamic environment and able to work under pressure
18. Intermediate knowledge and experience of MS Office
Qualifications:
19. Minimum of 5 A*-C GCSEs (including English and Maths – essential
20. Have already attained the award in financial administration or keen to work towards this
Benefits
21. Bonus scheme
22. Additional leave
23. Company events
24. Company pension
25. Cycle to work scheme
26. Discounted or free food
27. Employee discount
28. Health & wellbeing programme
29. Life insurance
30. On-site parking
31. Private dental insurance
32. Private medical insurance
33. Work from home
If you are interested and have the relevant experience, please apply to be contacted by a member of the team. You can also text your full name + 'PB CSR' to 07470 312674
Requirements
Diligent and conscientious in the accuracy of their work, excellent attention to detail Excellent Customer Service experience Proactive attitude Excellent written and verbal communication skills Ability to operate in a fast paced, dynamic environment and able to work under pressure Intermediate knowledge and experience of MS Office Qualifications: Minimum of 5 A*-C GCSEs (including English and Maths – essential Have already attained the award in financial administration or keen to work towards this