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Customer service agent

Cardiff
Equiniti
Customer service agent
Posted: 27 July
Offer description

This policy covers all of Equiniti.com including Selector, Pensions Client Portal and the Equiniti Privacy Centre

We are Lenvi and we are passionately committed to becoming the go-to credit and analytics platform in our chosen markets, we will achieve this through unwavering focus on our people, product, and clients.

We service a range of clients in the UK, Europe and the United States providing lending platforms and analytics capabilities to both commercial and consumer-focused businesses across a range of asset classes including invoice discounting, retail finance, unsecured lending, SME funding and mortgages.

Our Values Statement

We epitomize the values of being bold, insightful, energetic, and curious. Embracing calculated risks, thinking deeply, bringing enthusiasm, and constantly seeking knowledge. These values fuel our innovative spirit, drive our growth, and enable us to make a positive impact on our stakeholders.

The Role

Based in our Cardiff city centre offices, this role will see you take responsibility for delivering the day-to-day customer services. This will involve answering inbound telephone calls, emails, managing queries and completing processes relating to the calls.

Please note: There may also be an opportunity to focus more on administrative duties alongside making outbound customer calls, rather than answering inbound calls, depending on business needs and your experience.

The Cardiff centre will run on shift rotation Monday to Friday 8am – 5:15 pm

What you will be doing

You will speak to customers who have queries on their loan. Typically, you will have conversations regarding settlement quotations, payments, amending personal details and managing correspondence. In addition, you will:

Have great conversations with our customers over the phone and through email

Gather and collate necessary information and documentation from various systems to fulfil customer requests and action document updates to customers and 3 rd parties

Communicate effectively with customers and clients to acknowledge receipt of their requests, provide updates, and deliver responses within SLA timeframes .

Maintain accurate records of all requests and actions taken to process them

Treat our customers fairly ensuring they have a fair and com pliant outcome

Promote a culture of continuous improvement by identifying opportunities fo r improvement

Work within our standard practices & procedures

Achieve the performance measures set. These will include quality, avoidable complaints, avoidable events & behaviours

Understand our customers queries and dealing with it in line with HE’s policies and procedures.

What we are looking for from you

Able to demonstrate what is needed to provide fantastic customer service experience

Excellent organisational, communication, and interpersonal skills

An understanding of the regulators involved in financial services

Knowledge of GDPR.

Experience in a similar role is desirable

Experience in communicating effectively

Confident in outbound calling to customers

Confident, flexible, and self-motivated

Articulate with the ability to interact with people at all levels

A fast learner with the ability to acquire knowledge swiftly, work with the knowledge and pass it on as necessary

Able to overcome objections and conflicts, proposing suitable methods of rectification

Detail orientated with the ability to work methodically

Able to prioritise tasks and workload to meet tight deadlines in a frequently changing environment

Able to work proactively under your own initiative

Adept at solving problems and possess strong analytical skills

What you will get in return

28 days + 8 bank holidays. Option to buy more days through salary sacrifice.

A cash payment annually towards flexible benefits, e.g., dental insurance, gym membership, the above extra holiday etc.

x4 Life Assurance.

Company sick pay (2 months full pay, 2 months half, following probation).

Matched pension scheme (e.g., you pay in 6%, EQ pay in 6%), up to 10% each side (20% in total).

Discounts with major retailers (EQ Wins).

Maternity or adoption leave of 3 months full pay, with return-to-work bonus / 2 weeks paid paternity leave.

Our Diversity Statement

At Lenvi we encourage individuals from all walks of life, without exception, to join our team. We know diversity fuels innovation and creativity, so we welcome applications from anyone, with any background.

We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships.

Please note any offer of employment is subject to satisfactory pre-employment screening checks. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks.


About Us

Our people and platforms connect businesses with markets, engage customers with their investments and allow organisations to grow and transform. Our vision is to help businesses and individuals succeed, creating positive experiences for the millions of people who rely on us for a sustainable future. We provide share registration, deliver services for reward and benefits and develop solutions for customer management in regulated industries. Our work with some of the most significant organisations in the UK and US means we engage with 29 million of their shareholders, pensioners and employees.

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