About the role
Role Description:
We’re looking for dedicated customer service advisors to join our supportive, collaborative and simply brilliant team in our Basingstoke contact centre.
You’ll be the key point of contact for customers when they call in. Providing them with information about their financial products and helping them become self-sufficient with our online platform.
You’ll give a positive customer experience in each and every call, welcoming them in a professional manner.
Opening hours are 8am – 9pm Monday – Friday and 8am – 6pm Saturday. There are both full and part time roles available. We offer a flexible working environment that allows team members to find a working pattern that suits their needs and empowers them to achieve their goals.
Reports to: Contact Centre Team Manager
Team Responsibilities:
At FNZ we live and breathe exceptional customer service and the team work collaboratively to ensure we deliver the experience our customers deserve.
As a customer service advisor, you will be an integral part of this team and delivery.
The team will handle all inbound call interactions and manage live web chat conversations.
We develop our customer service advisers so they can progress within the team and wider business so you can look forward to on going training and support, including an induction.
Specific Role Responsibilities:
Engage customers in genuine, enjoyable conversations to understand their needs
Managing calls in line with our agreed service levels.
Manage live web chat conversations
Providing the right solutions for customers
Consistent achievement of agreed quality auditing
Attend training sessions to continuously improve knowledge and performance
Suggest areas for improvements which could result in an enhanced customer experience and/or cost savings to the company.
Performance Assessment:
MI to demonstrate achievement of agreed productivity levels, reviewed in monthly one to one meeting with team manager
MI to demonstrate achievement of agreed quality auditing level and maintaining process accreditation
Mandatory training completed and passed by required date
Breach MI to demonstrate process and financial transactions breaches do not exceed agreed levels.
Experience required:
Relevant Financial Services experience or relevant call handling role
Passionate about customer service
Strong attention to detail
Proficient in the use of technology: telephony and computer systems
Ability to multi task
Ability to support and suggest improvements
#LI-CW1
About FNZ
FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back.
We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.
We partner with the world’s leading financial institutions, with over US$2.4 trillion in assets on platform (AoP).
Together with our clients, we empower nearly 30 million people across all wealth segments to invest in their future.
Aplyr's read
FNZ is a leading global investment platform transforming wealth management through cutting-edge technology, attracting professionals passionate about finance and innovation.
What's promising
- •FNZ's platform is pivotal in modernizing wealth management for financial institutions worldwide.
- •The company shows strong growth potential with its expanding global footprint.
- •FNZ invests heavily in technology, offering employees opportunities to work on innovative projects.
What to watch
- •The financial technology sector is highly competitive, posing challenges for FNZ to maintain its market position.
- •Rapid expansion may lead to integration and operational challenges.
- •Regulatory changes in financial services could impact FNZ's business model.
Why FNZ
- •FNZ provides a comprehensive platform that integrates investment management and wealth solutions.
- •The company's focus on end-to-end solutions differentiates it from niche fintech providers.
- •FNZ's global reach allows employees to engage with diverse markets and cultures.
Aplyr’s read is generated by AI from public sources. Was it useful?
About FNZ
FNZ is a global investment platform that provides technology and services to financial institutions, enabling them to manage investments and deliver wealth management solutions.
