Customer Service Representative
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Position Overview & Specifications
Customer Service Representative
Salary: £25,000
Hours of Work: 09:00 – 17:30, Monday – Friday
Benefits: Hybrid Working, Social Events, Share Options, and Mental Health Support and many more
My Chester based client is looking for a Customer Service Representative to join their dedicated, growing and customer focused company that strive to champion the financial health of their clients.
The Customer Services Representative is responsible for supporting existing and prospective clients. Communicating to my client through a variety of channels which include online secure messages, telephone, email etc… you will be required to provide exceptional customer service.
The Customer Services team is responsible for all customer servicing including account opening, payments in and out, statements and managing the maturity process.
Responsibilities
· Provide exceptional customer service to new and existing clients via telephone, email, and webchat.
· Develop your knowledge on all the products and services offered.
· Ensure all client information is up-to-date and correct.
· Escalate any issues and share feedback which could help improve the service.
· Record all conversations and correspondence onto the CRM.
· Help achieve the team’s customer service satisfaction performance.
· Treat customers fairly.
· Ensure that all procedures are followed.
· Undertake KYC and Anti Money Laundering checks. Escalating concerns where appropriate.
· Report and log complaints
· Complete personal training and development plans.
· Communicate with colleagues to ensure customer queries and issues are resolved quickly.
About You
· 3 years + customer services experience, preferably in an FCA regulated environment.
· Knowledge of anti-money laundering and KYC regulations.
· A drive to deliver outstanding customer service.
· The ability to work under pressure.
· Desire to continually develop and improve your skills.
· Reliable, honest, and able to contribute to a vibrant culture.
· Knowledge of complaints procedures is preferable.
KEYWORDS: FCA, Banking, MBNA, Lloyds, Customer Service, Customer Care, Onboarding, KYC, Anti Money Laundering,
Job Types: Full-time, Permanent
Salary: £25,000.00 per year
Benefits:
- Company pension
Schedule:
- Monday to Friday
- No weekends
Work Location: In person
Reference ID: Customer Service Representative
Candidate Selection & Onboarding Process
Application & Resume Screening
Submit your tailored CV/Resume directly to the talent acquisition portal.
Technical & Competency Interviews
Virtual interviews with the hiring manager and multidisciplinary team.
Formal Offer & Benefits Negotiation
Written agreement outlining compensation, equity, retirement vesting, and relocation allowances.
Onboarding & Corporate Integration
Equipment provisioning, team orientation, and commencement of duties.
United Kingdom Right to Work & Skilled Worker Visa Guide
Employment in the United Kingdom requires legal Right to Work verified under the Home Office Points-Based Immigration System:
Sponsoring employers must hold an active Home Office A-rated Sponsor License and assign a valid Certificate of Sponsorship (CoS). Role must meet the general minimum salary threshold (£38,700) or occupation going rate.
Continuous employment under Skilled Worker status establishes eligibility for Indefinite Leave to Remain (ILR) after 5 continuous years, leading to British Citizenship.
Candidate Preparation Blueprint: Business Consulting
Based on transatlantic hiring benchmarks for Customer Service Representative roles across 3R Consulting's corporate sector, successful applicants typically excel across three core dimensions:
Demonstrated portfolio evidence, architecture/system design case studies, or validated professional certifications directly applicable to Business Consulting.
STAR method competency responses highlighting cross-functional leadership, conflict resolution, and delivering measurable enterprise ROI under tight timelines.
Total compensation expectation aligned within the benchmarked £25,000 - £25,000 bracket, including retirement vesting and health parity.
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