Customer Service Representative

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:

• Office in Potters Bar (Hybrid Work)
• Monday to Friday 9am-5pm
• £27,000 - £32,000 dependent on experience
• Bonus of 8-12%
• Amazing pension, benefits and 30 days holidays (38 inc bank holidays)

 

Job Responsibilities:

• Take full ownership of assigned tasks from start to finish, ensuring a thorough understanding of all products and compliance with relevant regulations.
• Update and maintain accurate company records to meet legal, customer, and internal requirements.
• Keep up-to-date with technical product knowledge to support team members, provide backup as needed, and help achieve departmental goals.
• Handle incoming phone inquiries across all product lines, providing accurate responses and documenting resolutions appropriately while using the most effective communication methods.
• Build and maintain strong working relationships with advisers and other departments.
• 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.
• Proactively support continuous improvement by reviewing processes, contributing ideas to enhance service and performance, and focusing on personal development.

 

What we need from you:

• 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

 

Additional pay:

• Bonus scheme

Benefits:

• Additional leave
• Company events
• Company pension
• Cycle to work scheme
• Discounted or free food
• Employee discount
• Health & wellbeing programme
• Life insurance
• On-site parking
• Private dental insurance
• Private medical insurance
• 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