Customer Service Associate (Financial Services)

Honeycomb are delighted to exclusively assist our client SS&C, a Global Financial Services company, with the recruitment of a team of Customer Associates. This is a great opportunity to join a busy environment within a Financial services firm. This is a full-time position on a 6-month fixed-term contract, with the possibility to stay on after.

Your Package/Benefits:

Salary: £20,000 - £22,000
Sociable working hours - Monday to Friday, 9am-5pm
Working for a reputable financial services firm
Close to Belfast City Centre
Possibility to stay on after the 6 months

The Company:

SS&C are a global financial services business operating in Belfast, working offering bespoke life and pensions support to their high-net-worth clients throughout the UK. You would be joining a team dedicated to supporting a network of Financial Advisors and their clients, specialising in pension and investment products, and working in an inclusive office environment with a dynamic culture.

The Role:

This is an exciting opportunity within a professional and fast-paced environment that entails providing efficient customer service through accurately processing transaction enquiries from customers in accordance with the principles of Treating Customers Fairly and all regulatory requirements. You will be the first point of contact for both Financial Advisors and provide an exceptional, professional service at each interaction with inbound calls.

What would a typical day look like for you?

Opportunity to develop your expertise and make an impact
Contact customers who are in arrears through phone calls, emails, and other communication channels - predominantly phone calls
Maintain a professional and empathetic approach while discussing overdue payments with customers
Negotiate payment arrangements with customers, taking into account their financial situations and internal company policies
Provide exceptional customer service and address any questions or concerns regarding payment options, late fees, and account status
Document all collection activities, including calls, emails, and any agreements reached with customers
Monitor and follow up on overdue accounts, ensuring timely resolution and payment
Collaborate with other departments, such as sales and customer service, to gather relevant information and resolve customer issues
Utilise collection software and tools to track customer accounts, update payment status, and generate reports
Adhere to all applicable regulations and company policies while carrying out collection activities
Meet monthly targets and key performance indicators (KPIs) set by the company Process transactions to agreed service levels adhering to the principles of Treating Customer Fairly, and where relevant within agreed financial authority limits
Contact customers by telephone, e-mail, fax or letter to efficiently resolve queries adhering to the principles of Treating Customer Fairly
Deal with customer data, ethically, compliantly and in accordance with FSA requirements
Assist the management team, including collation of supporting Management Information, where appropriate with daily tasks
Achieve agreed performance levels
Acts as a good team player, participating willingly and acting in support of the team

Person Specification:

Experience in a customer-focused environment
Complaint handling skills
Good analytical, problem solving and decision-making skills
Experience using MS office, word and Excel
At least 5 GCSEs, including English and Maths at grades A*-C

To speak in absolute confidence about this opportunity please send an up-to-date CV via the link provided or contact Aoife Dowds-Gibson at Honeycomb on 028 9620 7050.

If you have a disability which means you require assistance at any stage of the recruitment process, please contact us directly to discuss. Honeycomb is committed to providing equality of opportunity to all.

Even if this position is not right for you, we may have others that are. Please visit Honeycomb to view a wide selection of our current jobs.