*Manage the customer services team day to day *Ensuring the customer service team provide a consistently excellent service at every stage of the customer journey *Provide on-going refresher training on customer service standards, our listed products, regulatory requirements, compliance and our processes *Handling customer complaints or any major incidents, such as a security issue or a customer not receiving an interest payment. *Improving and developing processes to effectively track and report customer service queries *Analysing statistics or other data to determine the level of customer service provided *Putting the customer first and working to improve the customer experience and find ways to measure customer satisfaction *Investigating and solving escalated customers' problems, which may be complex or long standing *Developing and continuously improving reporting *Communicating courteously with customers by telephone, email, letter and occasionally face to face *Maintain and improve the Salesforce CRM *Collaborating with other department heads, particularly in Operations and Marketing, to help improve and maintain consistency in processes and communications with customers
Person Specification
*Salesforce experience *Positive attitude and enthusiasm to dealing with customer enquiries/complaints *Highly self-motivated *Ambition to create the best in class customer service team that will be award winning *Excellent verbal and written communication skills *Intermediate MS Excel, MS Word and PowerPoint *Demonstrable good standard of Maths and English literacy *Enjoys training and developing team members *Must gain an understanding of FCA regulation and be able to apply this to the business requirements of the firm
This is a fantastic opportunity to join a company whose journey is just beginning. This year they plan to announce new products and services that will build a next generation of opportunities for investors in great British businesses and in a greater range of assets.