Customer Service Associate

About the role

Salary Finance has grown from an idea in 2015 to a breakthrough FinTech platform and movement today. We support a community of 4M employees across 575 clients (inc 20% of the FTSE 100) in the UK and US, and provide a suite of financial employee benefits, to help employees improve their financial health and happiness. Our platform provides salary-linked savings, loans, pay advances, insurance and financial education. We are a company with 200 brilliant and passionate colleagues in 3 countries and to have the backing of great investors (Blenheim Chalcot, Legal & General, Experian, Goldman Sachs, Royal London) with £100M in equity and £500M in debt funding raised to-date. Our social mission is deeply intertwined with our expertise in financial technology. All of the benefits we offer-simple savings, early access to earned pay, affordable loans, and insurance-are fully accessible via our custom-built digital platform. This allows us to deliver the simplest, quickest, and most secure customer journeys possible. We have received 70+ recognitions for our products and societal contributions. Among them, we are particularly proud to have been recognized as 'Responsible Business of the Year' by The Prince's Responsible Business Network (BITC), in addition to being awarded 'Best Financial Wellbeing Provider', 'Ethical Financial Services Provider of the Year' and 'Consumer Champion of the Year' in 2020 alone. As a Customer Service Associate at Salary Finance, you will be a crucial part of our customer operations team, ensuring that our regulatory communications are handled efficiently, and our customers receive exceptional support. You will collaborate closely with the Customer Service Manager and the London customer operations team, contributing to the development and enhancement of our customer service processes.

Responsibilities

• Respond promptly and professionally to customer inquiries via live chat and email, ensuring a seamless and positive customer experience.
• Diagnose and resolve customer queries related to loan applications, payments, and account updates.
• Interpret and explain company policies, financial products, and service terms accurately to customers.
• Maintain detailed and accurate records of all customer interactions and resolutions in the CRM system.
• Prioritize and escalate unresolved or complex issues to relevant departments (e.g., tech support) in a timely manner and follow up diligently, providing regular status updates to customers.
• Troubleshoot basic technical issues (e.g., login problems, document upload errors) and collaborate with the tech team to report and resolve system-related issues.
• Ensure compliance with data protection regulations (e.g., GDPR) when handling sensitive information.
• Adhere to standard operating procedures (SOPs) and service-level agreements (SLAs) to meet performance benchmarks.
• Identify recurring customer issues and share insights with the operations and product teams for process improvements.
• Suggest enhancements to FAQs or knowledge base articles to reduce repetitive inquiries.
• Promote customer retention by delivering exceptional service and building trust.
• Share best practices and customer insights with colleagues to enhance team performance.
• Participate in training sessions to stay updated on product changes, new processes, and compliance guidelines.
• About you
• The ideal candidate will have a track-record in delivering results in a fast-moving business and hence be comfortable with change and uncertainty. Excellent stakeholder management experience is essential to being successful in this role.
• Required Skills:
• You enjoy interacting with customers daily, both over the live chat and by email You have an upbeat approach and can think on your feet.
• You have exceptional organisational and time management skills, the ability to perform smoothly and consistently in a fast-paced environment.
• You are a detail-oriented perfectionist who loves to take on a complex task and gets it done, every time.
• You are passionate about technology and social impact and want to help build a business that delivers a meaningful difference to society.
• You are resilient, empathetic, collaborative, and self-motivated.
• You have experience in a customer or client facing environment.
• You delight in solving problems and going above and beyond to treat customers fairly and leave them feeling valued.
• You have excellent communication skills and can present complex details, concepts, and information in an easy-to-understand format.
• You have an intermediate knowledge of Google Sheets and Excel and able to Manipulate data.
• Preferred Skills:
• Customer service experience in a financial services, technology, or employee benefits company.
• Experience of working in a regulated environment.
• You are familiar with CRM systems Knowledge of G Suite Advanced Excel ski

Benefits

Additional Information

About Salary Finance Salary Finance is one of the UK's fastest growing free employee benefits.

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