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Customer Service Advisor -

  • Job reference DST/TP/17446/10744
  • Job type Fixed Term
  • Sector Wealth Management/Investment Platforms
  • Location Chelmsford
This vacancy has now expired.

We are seeking bright & enthusiastic individuals to take up a 12 month fixed-term Customer Service Associate role within our busy Chelmsford office.

DST Systems are currently recruiting for Contact Centre staff based in their Chelmsford Office. We are looking for customer focused individuals with a CAN DO attitude. If you a natural people person who enjoys solving problems, listening to customers and making sure you are always asking the right questions to get the right answers then this could be the job for you.


  • 20 Days holiday (increasing by 1 day for every year's service up to a maximum of 25 days)
  • 6% non-contributory pension scheme
  • Life Assurance (4 x salary)
  • Single person healthcare
  • flex benefits scheme

Main Responsibilities

The team are responsible for providing great customer service by dealing with all inbound calls into the telephony area. A high rate of first contact resolution must be achieved. However, some calls will be passed to the appropriate area of the business. The overall aim is to provide an excellent level of customer service within the required Legislative and Departmental Quality and Accuracy guidelines.

  • Deal with incoming calls from Financial Advisers, Policyholders, and Third Parties meeting the agreed accuracy and quality standards. This may be across a wide range of products and processes
  • You will aid with account servicing questions on the phone and raise appropriate work, to request investigations, give portfolio valuations, update customer account details or send out correspondences.
  • Within this role you will gain a great understanding of the different areas of the business, having to be aware of a great number of different processes and procedures across the organisation.
  • You will gain a great understanding of the different investment products we work with, such as ISA's, Unit Trusts, Investment Trusts and OEIC's.

Ideal Candidate

  • Previously worked in a Customer Service role or Contact Centre role
  • A Financial or Corporate Background
  • Good effective organisation and time management skills to prioritise workloads
  • Good customer focus and complaint handling skills
  • Good keyboard skills
  • Excellent call handling skills, and ability to deliver an excellent customer experience
  • Good effective organisation and time management skills to prioritise workloads
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