Client Services Associate

Leeds, Yorkshire and the Humber City Recruitment Associates

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permanent
Fulltime Permanent Industry: Wealth Management Role: Client Service Associate Location: Leeds City, Yorkshire Salary range: £28 - 32K Bonus & benefits My Private Wealth Management client is looking to recruit a Client Service Associate to provide administrative support to one of their Portfolio Management teams. As a key member of the team, it will be important to communicate well within the team and take the initiative when required. Responsibilities include: Playing a key role in client onboarding, Know Your Client and suitability processes. Ensuring client documentation is correctly prepared, completed, scanned and filed. Preparing meeting and presentation documents. Running valuations for clients on a quarterly basis. Ensuring all client verification is up to date and maintained. Working with Compliance to ensure that all actions by portfolio managers and administration are carried out within the guidelines and are compliant. Liaising with the Client Administration team to ensure all client data is correctly loaded and maintained. Liaising with clients and intermediaries to take instructions on the portfolio in respect of third-party payments and the receipt of funds. Liaising with the Operations Department during the transition of new clients to ensure they have the correct information. Instructing payments on behalf of clients once verification checks have been carried out and identity confirmed. Correspondence with clients including quarterly valuations. Dealing with client queries and telephone calls, taking full messages and preparing the necessary notes for the client file/CRM record. Required qualification, skills and Behaviours: A minimum of 3 A’ Levels (Grades A-C). Excellent verbal communication skills. Good written communication skills. Ability to work to deadlines. IT literate (MS Office). Organised with attention to detail, such that appropriate customer outcomes are achieved and adequately documented.
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Client Services Associate

Leeds, Yorkshire and the Humber City Recruitment Associates

Posted 1 day ago

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Job Description

Fulltime Permanent

Industry: Wealth Management

Role: Client Service Associate

Location: Leeds City, Yorkshire

Salary range: £28 - 32K + Bonus & benefits


My Private Wealth Management client is looking to recruit a Client Service Associate to provide administrative support to one of their Portfolio Management teams. As a key member of the team, it will be important to communicate well within the team and take the initiative when required.


Responsibilities include:

  • Playing a key role in client onboarding, Know Your Client and suitability processes.
  • Ensuring client documentation is correctly prepared, completed, scanned and filed.
  • Preparing meeting and presentation documents.
  • Running valuations for clients on a quarterly basis.
  • Ensuring all client verification is up to date and maintained.
  • Working with Compliance to ensure that all actions by portfolio managers and administration are carried out within the guidelines and are compliant.
  • Liaising with the Client Administration team to ensure all client data is correctly loaded and maintained.
  • Liaising with clients and intermediaries to take instructions on the portfolio in respect of third-party payments and the receipt of funds.
  • Liaising with the Operations Department during the transition of new clients to ensure they have the correct information.
  • Instructing payments on behalf of clients once verification checks have been carried out and identity confirmed.
  • Correspondence with clients including quarterly valuations.
  • Dealing with client queries and telephone calls, taking full messages and preparing the necessary notes for the client file/CRM record.


Required qualification, skills and Behaviours:

  • A minimum of 3 A’ Levels (Grades A-C).
  • Excellent verbal communication skills.
  • Good written communication skills.
  • Ability to work to deadlines.
  • IT literate (MS Office).
  • Organised with attention to detail, such that appropriate customer outcomes are achieved and adequately documented.
This advertiser has chosen not to accept applicants from your region.

Client Services Administrator

BL9 0EY Bury, North West Candidate Source

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permanent
An established business based in Ramsbottom is looking for a Client Services Administrator with drive and determination, with a key eye for detail, a willingness to learn and a can do attitude. Along with a salary of up to £28,000 per annum, you will receive a range of benefits including
  • Company death in service scheme on completion of probationary period (4 x basic salary).
  • 3% Employer Pension Con.







WHJS1_UKTJ

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Client Services Administrator

BD17 7AY West Yorkshire, Yorkshire and the Humber Farr Associates Recruitment Ltd

Posted 15 days ago

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Job Description

permanent

Client Services Administrator

Private Health Insurance

Baildon

£26,000 - £28,000

HYBRID - 2 DAYS HOME WORKING

37.5 HOURS MON - FRI (FLEXIBLE START/FINISH TIMES)

An excellent salary is offered with super benefits, 25 days holiday plus banks, hybrid working, free on-site parking, gym membership, private healthcare and great pension.

Working closely with clients to deeply understand their needs, enabling yo.


WHJS1_UKTJ

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Customer Support Associate

CH1 3EQ Leeds, Yorkshire and the Humber Virgin Money

Posted today

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Job Description

permanent
Business Unit: Financial Care Operations Salary Range: £23,500 - £27,000 per annum DOE benefits Location: UK Hybrid with occasional travel to hub – Glasgow / Leeds Contract: Permanent Our team We are recruiting into our Small Business Financial Care Team (SBFCT) to give our customers the top-class level of service they deserve and expect. Looking after our customers is a key priority for us so when the moment comes to support our customers in their hour of need, we are looking for a Customer Support Associate to deliver a fantastic level of customer service. We are looking for someone who has a passion for providing exceptional service and support, while helping customers to manage their financial situation to make memorable customer experiences; and taking the time to make sure our customers have the right solution to suit their needs. We're looking for a self-motivated passionate and empathetic individual, who is ready to make a real difference. What you’ll be doing Playing a key part within our SBFCT Administration Team, providing an excellent customer experience. Supporting the management of workflow mailboxes ensuring all queries and instructions are responded to accurately and timeously. Assisting Relationship Managers with administration and follow-up activities. Talking with customers to understand their circumstances and as appropriate provide support to those that are either vulnerable, in or approaching financial difficulty. Helping with activity to efficiently pass customer details to our collections partners and working with collection partners to resolve queries and escalations. Liaising with the wider SBFCT to ensure that our customers are fully supported and receive a service based on best practice. As we're a regulated organisation, we need you to work within the appropriate regulatory frameworks. Being flexible in your approach and willing to get involved in other areas of the department where the customer needs us. We need you to have A proven track record of providing strong customer service experience to exceed our customers’ expectations. Previous experience supporting customers in or approaching financial difficulty. Experience of Business banking, including a good knowledge of our business products & services. Excellent and accurate verbal and written communication skills with the ability to influence and impact at all levels. A passion for detail, accuracy, and creativity; channelling your energy and ideas into innovative solutions for our customers and colleagues. Effective communication and rapport building skills to allow you to support the team and our customers. It’s a bonus if you have but not essential Previous experience of using key systems e.g., Business Lending Platform & Debt Manager. Red Hot Rewards Generous holidays - 38.5 days annual leave (including bank holidays and prorated if part-time) plus the option to buy more. Up to five extra paid well-being days per year. 20 weeks paid, gender-neutral family leave (52 weeks in total) for expectant parents and those looking to adopt. Market-leading pension. Free private medical cover, income protection and life assurance. Flexible benefits include Cycle to Work, wellness and health assessments, and critical illness. And there's no waiting around, you'll enjoy these benefits from day one. If we’re lucky to receive a lot of interest, we may close the advert early. Please ensure to submit your applications as soon as possible. Say hello to Virgin Money Virgin Money is so much more than just a bank. As part of the Nationwide group, together we're the UK's first full-service mutual bank serving millions of retail and business customers and all driven by our purpose ; Banking but fairer, more rewarding and for the good of society. With us, you’ll be part of an organisation uniquely positioned to make a difference to the lives of customers, communities and broader society and embark on a collaborative, customer obsessed, and fun-filled career journey. Embrace the weekdays, enjoy fantastic perks, and make a meaningful positive difference. Time to discover what it means to be part of the first mutual full-service banking provider. Be yourself at Virgin Money At Virgin Money, we celebrate everyone. We have fun, think big, and relentlessly include each other, all in pursuit of our purpose: Banking – but fairer, more rewarding, and for the good of society. We’re committed to creating an inclusive culture where colleagues feel safe and inspired to contribute, speak up and be heard. As a Disability Confident Leader, we're committed to removing any obstacles to inclusion. If you need any reasonable adjustments or support making your application, contact our Talent Acquisition team Please note: If we receive a high volume of eligible applications, we may need to prioritise candidates whose skills and experience most closely align with the role, while still ensuring fair and equitable consideration for all applicants. Now the legal bit Although some of our roles allow you to be based anywhere in the UK, we'll need you to confirm you have the right to work in the UK. If you're successful in securing a role with us, there are some checks you need to complete before starting. These include credit and criminal record checks and three years' worth of satisfactory references. If the role is part of the Senior Manager Regime and Certification Regime, it requires enhanced pre-employment checks – we'll ask for six years of regulatory references, and once in the role, you'll be subject to periodic employment checks.
This advertiser has chosen not to accept applicants from your region.

Customer Support Associate

CH1 3EQ Leeds, Yorkshire and the Humber Virgin Money

Posted today

Job Viewed

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Job Description

permanent
Business Unit: Financial Care Operations Salary Range: £23,500 - £27,000 per annum DOE benefits Location: UK Hybrid with occasional travel to hub – Glasgow / Leeds Contract: Permanent Our team We are recruiting into our Small Business Financial Care Team (SBFCT) to give our customers the top-class level of service they deserve and expect. Looking after our customers is a key priority for us so when the moment comes to support our customers in their hour of need, we are looking for a Customer Support Associate to deliver a fantastic level of customer service. We are looking for someone who has a passion for providing exceptional service and support, while helping customers to manage their financial situation to make memorable customer experiences; and taking the time to make sure our customers have the right solution to suit their needs. We're looking for a self-motivated passionate and empathetic individual, who is ready to make a real difference. What you’ll be doing Playing a key part within our SBFCT Administration Team, providing an excellent customer experience. Supporting the management of workflow mailboxes ensuring all queries and instructions are responded to accurately and timeously. Assisting Relationship Managers with administration and follow-up activities. Talking with customers to understand their circumstances and as appropriate provide support to those that are either vulnerable, in or approaching financial difficulty. Helping with activity to efficiently pass customer details to our collections partners and working with collection partners to resolve queries and escalations. Liaising with the wider SBFCT to ensure that our customers are fully supported and receive a service based on best practice. As we're a regulated organisation, we need you to work within the appropriate regulatory frameworks. Being flexible in your approach and willing to get involved in other areas of the department where the customer needs us. We need you to have A proven track record of providing strong customer service experience to exceed our customers’ expectations. Previous experience supporting customers in or approaching financial difficulty. Experience of Business banking, including a good knowledge of our business products & services. Excellent and accurate verbal and written communication skills with the ability to influence and impact at all levels. A passion for detail, accuracy, and creativity; channelling your energy and ideas into innovative solutions for our customers and colleagues. Effective communication and rapport building skills to allow you to support the team and our customers. It’s a bonus if you have but not essential Previous experience of using key systems e.g., Business Lending Platform & Debt Manager. Red Hot Rewards Generous holidays - 38.5 days annual leave (including bank holidays and prorated if part-time) plus the option to buy more. Up to five extra paid well-being days per year. 20 weeks paid, gender-neutral family leave (52 weeks in total) for expectant parents and those looking to adopt. Market-leading pension. Free private medical cover, income protection and life assurance. Flexible benefits include Cycle to Work, wellness and health assessments, and critical illness. And there's no waiting around, you'll enjoy these benefits from day one. If we’re lucky to receive a lot of interest, we may close the advert early. Please ensure to submit your applications as soon as possible. Say hello to Virgin Money Virgin Money is so much more than just a bank. As part of the Nationwide group, together we're the UK's first full-service mutual bank serving millions of retail and business customers and all driven by our purpose ; Banking but fairer, more rewarding and for the good of society. With us, you’ll be part of an organisation uniquely positioned to make a difference to the lives of customers, communities and broader society and embark on a collaborative, customer obsessed, and fun-filled career journey. Embrace the weekdays, enjoy fantastic perks, and make a meaningful positive difference. Time to discover what it means to be part of the first mutual full-service banking provider. Be yourself at Virgin Money At Virgin Money, we celebrate everyone. We have fun, think big, and relentlessly include each other, all in pursuit of our purpose: Banking – but fairer, more rewarding, and for the good of society. We’re committed to creating an inclusive culture where colleagues feel safe and inspired to contribute, speak up and be heard. As a Disability Confident Leader, we're committed to removing any obstacles to inclusion. If you need any reasonable adjustments or support making your application, contact our Talent Acquisition team Please note: If we receive a high volume of eligible applications, we may need to prioritise candidates whose skills and experience most closely align with the role, while still ensuring fair and equitable consideration for all applicants. Now the legal bit Although some of our roles allow you to be based anywhere in the UK, we'll need you to confirm you have the right to work in the UK. If you're successful in securing a role with us, there are some checks you need to complete before starting. These include credit and criminal record checks and three years' worth of satisfactory references. If the role is part of the Senior Manager Regime and Certification Regime, it requires enhanced pre-employment checks – we'll ask for six years of regulatory references, and once in the role, you'll be subject to periodic employment checks.
This advertiser has chosen not to accept applicants from your region.

Customer Support Associate

CH1 3EQ Leeds, Yorkshire and the Humber Virgin Money

Posted today

Job Viewed

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Job Description

permanent
Business Unit: Financial Care Operations Salary Range: £23,500 - £27,000 per annum DOE benefits Location: UK Hybrid with occasional travel to hub – Glasgow / Leeds Contract: Permanent Our team We are recruiting into our Small Business Financial Care Team (SBFCT) to give our customers the top-class level of service they deserve and expect. Looking after our customers is a key priority for us so when the moment comes to support our customers in their hour of need, we are looking for a Customer Support Associate to deliver a fantastic level of customer service. We are looking for someone who has a passion for providing exceptional service and support, while helping customers to manage their financial situation to make memorable customer experiences; and taking the time to make sure our customers have the right solution to suit their needs. We're looking for a self-motivated passionate and empathetic individual, who is ready to make a real difference. What you’ll be doing Playing a key part within our SBFCT Administration Team, providing an excellent customer experience. Supporting the management of workflow mailboxes ensuring all queries and instructions are responded to accurately and timeously. Assisting Relationship Managers with administration and follow-up activities. Talking with customers to understand their circumstances and as appropriate provide support to those that are either vulnerable, in or approaching financial difficulty. Helping with activity to efficiently pass customer details to our collections partners and working with collection partners to resolve queries and escalations. Liaising with the wider SBFCT to ensure that our customers are fully supported and receive a service based on best practice. As we're a regulated organisation, we need you to work within the appropriate regulatory frameworks. Being flexible in your approach and willing to get involved in other areas of the department where the customer needs us. We need you to have A proven track record of providing strong customer service experience to exceed our customers’ expectations. Previous experience supporting customers in or approaching financial difficulty. Experience of Business banking, including a good knowledge of our business products & services. Excellent and accurate verbal and written communication skills with the ability to influence and impact at all levels. A passion for detail, accuracy, and creativity; channelling your energy and ideas into innovative solutions for our customers and colleagues. Effective communication and rapport building skills to allow you to support the team and our customers. It’s a bonus if you have but not essential Previous experience of using key systems e.g., Business Lending Platform & Debt Manager. Red Hot Rewards Generous holidays - 38.5 days annual leave (including bank holidays and prorated if part-time) plus the option to buy more. Up to five extra paid well-being days per year. 20 weeks paid, gender-neutral family leave (52 weeks in total) for expectant parents and those looking to adopt. Market-leading pension. Free private medical cover, income protection and life assurance. Flexible benefits include Cycle to Work, wellness and health assessments, and critical illness. And there's no waiting around, you'll enjoy these benefits from day one. If we’re lucky to receive a lot of interest, we may close the advert early. Please ensure to submit your applications as soon as possible. Say hello to Virgin Money Virgin Money is so much more than just a bank. As part of the Nationwide group, together we're the UK's first full-service mutual bank serving millions of retail and business customers and all driven by our purpose ; Banking but fairer, more rewarding and for the good of society. With us, you’ll be part of an organisation uniquely positioned to make a difference to the lives of customers, communities and broader society and embark on a collaborative, customer obsessed, and fun-filled career journey. Embrace the weekdays, enjoy fantastic perks, and make a meaningful positive difference. Time to discover what it means to be part of the first mutual full-service banking provider. Be yourself at Virgin Money At Virgin Money, we celebrate everyone. We have fun, think big, and relentlessly include each other, all in pursuit of our purpose: Banking – but fairer, more rewarding, and for the good of society. We’re committed to creating an inclusive culture where colleagues feel safe and inspired to contribute, speak up and be heard. As a Disability Confident Leader, we're committed to removing any obstacles to inclusion. If you need any reasonable adjustments or support making your application, contact our Talent Acquisition team Please note: If we receive a high volume of eligible applications, we may need to prioritise candidates whose skills and experience most closely align with the role, while still ensuring fair and equitable consideration for all applicants. Now the legal bit Although some of our roles allow you to be based anywhere in the UK, we'll need you to confirm you have the right to work in the UK. If you're successful in securing a role with us, there are some checks you need to complete before starting. These include credit and criminal record checks and three years' worth of satisfactory references. If the role is part of the Senior Manager Regime and Certification Regime, it requires enhanced pre-employment checks – we'll ask for six years of regulatory references, and once in the role, you'll be subject to periodic employment checks.
This advertiser has chosen not to accept applicants from your region.
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Customer Support Associate

CH1 3EQ Leeds, Yorkshire and the Humber Virgin Money

Posted today

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Job Description

permanent
Business Unit: Financial Care Operations Salary Range: £23,500 - £27,000 per annum DOE benefits Location: UK Hybrid with occasional travel to hub – Glasgow / Leeds Contract: Permanent Our team We are recruiting into our Small Business Financial Care Team (SBFCT) to give our customers the top-class level of service they deserve and expect. Looking after our customers is a key priority for us so when the moment comes to support our customers in their hour of need, we are looking for a Customer Support Associate to deliver a fantastic level of customer service. We are looking for someone who has a passion for providing exceptional service and support, while helping customers to manage their financial situation to make memorable customer experiences; and taking the time to make sure our customers have the right solution to suit their needs. We're looking for a self-motivated passionate and empathetic individual, who is ready to make a real difference. What you’ll be doing Playing a key part within our SBFCT Administration Team, providing an excellent customer experience. Supporting the management of workflow mailboxes ensuring all queries and instructions are responded to accurately and timeously. Assisting Relationship Managers with administration and follow-up activities. Talking with customers to understand their circumstances and as appropriate provide support to those that are either vulnerable, in or approaching financial difficulty. Helping with activity to efficiently pass customer details to our collections partners and working with collection partners to resolve queries and escalations. Liaising with the wider SBFCT to ensure that our customers are fully supported and receive a service based on best practice. As we're a regulated organisation, we need you to work within the appropriate regulatory frameworks. Being flexible in your approach and willing to get involved in other areas of the department where the customer needs us. We need you to have A proven track record of providing strong customer service experience to exceed our customers’ expectations. Previous experience supporting customers in or approaching financial difficulty. Experience of Business banking, including a good knowledge of our business products & services. Excellent and accurate verbal and written communication skills with the ability to influence and impact at all levels. A passion for detail, accuracy, and creativity; channelling your energy and ideas into innovative solutions for our customers and colleagues. Effective communication and rapport building skills to allow you to support the team and our customers. It’s a bonus if you have but not essential Previous experience of using key systems e.g., Business Lending Platform & Debt Manager. Red Hot Rewards Generous holidays - 38.5 days annual leave (including bank holidays and prorated if part-time) plus the option to buy more. Up to five extra paid well-being days per year. 20 weeks paid, gender-neutral family leave (52 weeks in total) for expectant parents and those looking to adopt. Market-leading pension. Free private medical cover, income protection and life assurance. Flexible benefits include Cycle to Work, wellness and health assessments, and critical illness. And there's no waiting around, you'll enjoy these benefits from day one. If we’re lucky to receive a lot of interest, we may close the advert early. Please ensure to submit your applications as soon as possible. Say hello to Virgin Money Virgin Money is so much more than just a bank. As part of the Nationwide group, together we're the UK's first full-service mutual bank serving millions of retail and business customers and all driven by our purpose ; Banking but fairer, more rewarding and for the good of society. With us, you’ll be part of an organisation uniquely positioned to make a difference to the lives of customers, communities and broader society and embark on a collaborative, customer obsessed, and fun-filled career journey. Embrace the weekdays, enjoy fantastic perks, and make a meaningful positive difference. Time to discover what it means to be part of the first mutual full-service banking provider. Be yourself at Virgin Money At Virgin Money, we celebrate everyone. We have fun, think big, and relentlessly include each other, all in pursuit of our purpose: Banking – but fairer, more rewarding, and for the good of society. We’re committed to creating an inclusive culture where colleagues feel safe and inspired to contribute, speak up and be heard. As a Disability Confident Leader, we're committed to removing any obstacles to inclusion. If you need any reasonable adjustments or support making your application, contact our Talent Acquisition team Please note: If we receive a high volume of eligible applications, we may need to prioritise candidates whose skills and experience most closely align with the role, while still ensuring fair and equitable consideration for all applicants. Now the legal bit Although some of our roles allow you to be based anywhere in the UK, we'll need you to confirm you have the right to work in the UK. If you're successful in securing a role with us, there are some checks you need to complete before starting. These include credit and criminal record checks and three years' worth of satisfactory references. If the role is part of the Senior Manager Regime and Certification Regime, it requires enhanced pre-employment checks – we'll ask for six years of regulatory references, and once in the role, you'll be subject to periodic employment checks.
This advertiser has chosen not to accept applicants from your region.

Customer Support Associate

CH1 3EQ Leeds, Yorkshire and the Humber Virgin Money

Posted today

Job Viewed

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Job Description

permanent
Business Unit: Financial Care Operations Salary Range: £23,500 - £27,000 per annum DOE benefits Location: UK Hybrid with occasional travel to hub – Glasgow / Leeds Contract: Permanent Our team We are recruiting into our Small Business Financial Care Team (SBFCT) to give our customers the top-class level of service they deserve and expect. Looking after our customers is a key priority for us so when the moment comes to support our customers in their hour of need, we are looking for a Customer Support Associate to deliver a fantastic level of customer service. We are looking for someone who has a passion for providing exceptional service and support, while helping customers to manage their financial situation to make memorable customer experiences; and taking the time to make sure our customers have the right solution to suit their needs. We're looking for a self-motivated passionate and empathetic individual, who is ready to make a real difference. What you’ll be doing Playing a key part within our SBFCT Administration Team, providing an excellent customer experience. Supporting the management of workflow mailboxes ensuring all queries and instructions are responded to accurately and timeously. Assisting Relationship Managers with administration and follow-up activities. Talking with customers to understand their circumstances and as appropriate provide support to those that are either vulnerable, in or approaching financial difficulty. Helping with activity to efficiently pass customer details to our collections partners and working with collection partners to resolve queries and escalations. Liaising with the wider SBFCT to ensure that our customers are fully supported and receive a service based on best practice. As we're a regulated organisation, we need you to work within the appropriate regulatory frameworks. Being flexible in your approach and willing to get involved in other areas of the department where the customer needs us. We need you to have A proven track record of providing strong customer service experience to exceed our customers’ expectations. Previous experience supporting customers in or approaching financial difficulty. Experience of Business banking, including a good knowledge of our business products & services. Excellent and accurate verbal and written communication skills with the ability to influence and impact at all levels. A passion for detail, accuracy, and creativity; channelling your energy and ideas into innovative solutions for our customers and colleagues. Effective communication and rapport building skills to allow you to support the team and our customers. It’s a bonus if you have but not essential Previous experience of using key systems e.g., Business Lending Platform & Debt Manager. Red Hot Rewards Generous holidays - 38.5 days annual leave (including bank holidays and prorated if part-time) plus the option to buy more. Up to five extra paid well-being days per year. 20 weeks paid, gender-neutral family leave (52 weeks in total) for expectant parents and those looking to adopt. Market-leading pension. Free private medical cover, income protection and life assurance. Flexible benefits include Cycle to Work, wellness and health assessments, and critical illness. And there's no waiting around, you'll enjoy these benefits from day one. If we’re lucky to receive a lot of interest, we may close the advert early. Please ensure to submit your applications as soon as possible. Say hello to Virgin Money Virgin Money is so much more than just a bank. As part of the Nationwide group, together we're the UK's first full-service mutual bank serving millions of retail and business customers and all driven by our purpose ; Banking but fairer, more rewarding and for the good of society. With us, you’ll be part of an organisation uniquely positioned to make a difference to the lives of customers, communities and broader society and embark on a collaborative, customer obsessed, and fun-filled career journey. Embrace the weekdays, enjoy fantastic perks, and make a meaningful positive difference. Time to discover what it means to be part of the first mutual full-service banking provider. Be yourself at Virgin Money At Virgin Money, we celebrate everyone. We have fun, think big, and relentlessly include each other, all in pursuit of our purpose: Banking – but fairer, more rewarding, and for the good of society. We’re committed to creating an inclusive culture where colleagues feel safe and inspired to contribute, speak up and be heard. As a Disability Confident Leader, we're committed to removing any obstacles to inclusion. If you need any reasonable adjustments or support making your application, contact our Talent Acquisition team Please note: If we receive a high volume of eligible applications, we may need to prioritise candidates whose skills and experience most closely align with the role, while still ensuring fair and equitable consideration for all applicants. Now the legal bit Although some of our roles allow you to be based anywhere in the UK, we'll need you to confirm you have the right to work in the UK. If you're successful in securing a role with us, there are some checks you need to complete before starting. These include credit and criminal record checks and three years' worth of satisfactory references. If the role is part of the Senior Manager Regime and Certification Regime, it requires enhanced pre-employment checks – we'll ask for six years of regulatory references, and once in the role, you'll be subject to periodic employment checks.
This advertiser has chosen not to accept applicants from your region.

Customer Support Associate

CH1 3EQ Leeds, Yorkshire and the Humber Virgin Money

Posted today

Job Viewed

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Job Description

permanent
Business Unit: Financial Care Operations Salary Range: £23,500 - £27,000 per annum DOE benefits Location: UK Hybrid with occasional travel to hub – Glasgow / Leeds Contract: Permanent Our team We are recruiting into our Small Business Financial Care Team (SBFCT) to give our customers the top-class level of service they deserve and expect. Looking after our customers is a key priority for us so when the moment comes to support our customers in their hour of need, we are looking for a Customer Support Associate to deliver a fantastic level of customer service. We are looking for someone who has a passion for providing exceptional service and support, while helping customers to manage their financial situation to make memorable customer experiences; and taking the time to make sure our customers have the right solution to suit their needs. We're looking for a self-motivated passionate and empathetic individual, who is ready to make a real difference. What you’ll be doing Playing a key part within our SBFCT Administration Team, providing an excellent customer experience. Supporting the management of workflow mailboxes ensuring all queries and instructions are responded to accurately and timeously. Assisting Relationship Managers with administration and follow-up activities. Talking with customers to understand their circumstances and as appropriate provide support to those that are either vulnerable, in or approaching financial difficulty. Helping with activity to efficiently pass customer details to our collections partners and working with collection partners to resolve queries and escalations. Liaising with the wider SBFCT to ensure that our customers are fully supported and receive a service based on best practice. As we're a regulated organisation, we need you to work within the appropriate regulatory frameworks. Being flexible in your approach and willing to get involved in other areas of the department where the customer needs us. We need you to have A proven track record of providing strong customer service experience to exceed our customers’ expectations. Previous experience supporting customers in or approaching financial difficulty. Experience of Business banking, including a good knowledge of our business products & services. Excellent and accurate verbal and written communication skills with the ability to influence and impact at all levels. A passion for detail, accuracy, and creativity; channelling your energy and ideas into innovative solutions for our customers and colleagues. Effective communication and rapport building skills to allow you to support the team and our customers. It’s a bonus if you have but not essential Previous experience of using key systems e.g., Business Lending Platform & Debt Manager. Red Hot Rewards Generous holidays - 38.5 days annual leave (including bank holidays and prorated if part-time) plus the option to buy more. Up to five extra paid well-being days per year. 20 weeks paid, gender-neutral family leave (52 weeks in total) for expectant parents and those looking to adopt. Market-leading pension. Free private medical cover, income protection and life assurance. Flexible benefits include Cycle to Work, wellness and health assessments, and critical illness. And there's no waiting around, you'll enjoy these benefits from day one. If we’re lucky to receive a lot of interest, we may close the advert early. Please ensure to submit your applications as soon as possible. Say hello to Virgin Money Virgin Money is so much more than just a bank. As part of the Nationwide group, together we're the UK's first full-service mutual bank serving millions of retail and business customers and all driven by our purpose ; Banking but fairer, more rewarding and for the good of society. With us, you’ll be part of an organisation uniquely positioned to make a difference to the lives of customers, communities and broader society and embark on a collaborative, customer obsessed, and fun-filled career journey. Embrace the weekdays, enjoy fantastic perks, and make a meaningful positive difference. Time to discover what it means to be part of the first mutual full-service banking provider. Be yourself at Virgin Money At Virgin Money, we celebrate everyone. We have fun, think big, and relentlessly include each other, all in pursuit of our purpose: Banking – but fairer, more rewarding, and for the good of society. We’re committed to creating an inclusive culture where colleagues feel safe and inspired to contribute, speak up and be heard. As a Disability Confident Leader, we're committed to removing any obstacles to inclusion. If you need any reasonable adjustments or support making your application, contact our Talent Acquisition team Please note: If we receive a high volume of eligible applications, we may need to prioritise candidates whose skills and experience most closely align with the role, while still ensuring fair and equitable consideration for all applicants. Now the legal bit Although some of our roles allow you to be based anywhere in the UK, we'll need you to confirm you have the right to work in the UK. If you're successful in securing a role with us, there are some checks you need to complete before starting. These include credit and criminal record checks and three years' worth of satisfactory references. If the role is part of the Senior Manager Regime and Certification Regime, it requires enhanced pre-employment checks – we'll ask for six years of regulatory references, and once in the role, you'll be subject to periodic employment checks.
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