Stockbroking Customer Service Assistant


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Sector: Call Centre
Date Added: 01 September 2017
  • Leeds, West Yorkshire, Yorkshire, England
  • £8.50 per Hour
  • Blue Arrow Leeds
  • 01132 427288
Stockbroking Customer Service Assistants - £8.50 per hour

We are currently recruiting Stockbroking Customer Service Assistants on behalf of our client a leading bank in the UK. This is an exciting opportunity for candidates who enjoy working in a call centre environment to support customers while offering the best customer service at all times. This is a temporary ongoing position for 6 months with potential of extension and temp to perm opportunities. You will work 5 days for 35 hours a week. The pay rate will be £8.50 per hour. All successful candidates will undergo a Credit check, Criminal record check and mandatory referencing for 5 years.

Job Purpose of the Stockbroker Customer Assistants

To deliver first class customer service over the telephone by assisting new and existing clients in buying or selling shares and registering new accounts, accurately and in accordance with Stockbroking procedures.

Principal Accountabilities & Key Tasks of the Stockbroker Assistants
  • Provide first class customer service at all times, whilst handling incoming telephone calls from clients instructing to buy/sell shares or register a new share dealing account. Ensure all transactions are accurately recorded in accordance with internal procedures and regulatory environment.

  • Have a good understanding of Stockbroking products and services to assist in the resolution of customer enquiries.

  • To keep up to date from relevant information sources.

  • To recognise critical points where a customer's business may be won or lost and take appropriate action.

  • Be a true advocate of Stockbroking values by promoting and reinforcing them in everything you do to support the Simple, Safe, Smart strategy.

  • Present a professional, friendly and informed first point of contact, ensuring a welcoming and efficient service is provided to customers.

  • Demonstrate strong skills in sales and/or service.

  • Outbound call customers to engage economic activity on accounts.

  • Record all customer complaints received in line with the Group Complaints Handling Policy and resolve any complaint which can be dealt with by close of business next working day.

  • Escalate immediately, all complaints which cannot be resolved by close of business next working day. Ensuring all complaints dealt with lead to a fair outcome for the customer.

    Key Skills of the Stockbroker Assistants

  • A positive approach to Customer Service is essential.

  • Strong communication skills.

  • Has an excellent telephone manner.

  • Maintains a positive outlook with a desire to succeed.

  • Flexible and adaptable to changing demands.

  • Ability to work as part of a team as well as independently.

  • Ability to motivate self and others to achieve challenging goals.

  • Very high attention to detail

    Experience and knowledge of the Stockbroker Assistants

  • Experience of working in an execution only stock broker environment desirable but not essential.

  • Previous Call Centre experience.
  • An interest in financial services.

    Mandatory clearances of the Stockbroker Assistants

  • Criminal record check

  • Credit check

  • 5 year referencing with no unjustified gaps

If you have what it takes and you meet the above requirements please email your updated CV (with all gaps justified) to this website or call Rosemary for further information.