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Tuesday 22 May 2012

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Financial Customer Service Jobs

Financial services customer advisors work in contact centres handling enquiries by telephone, email, and other digital means for the financial services industry.

Who can I work for?

You could work for high street and online banks, and credit, insurance, pensions and investment companies.

Where and when can I work?

Evening and weekend shift work is common, as contact centres are often open in the evening and at weekends. Part-time hours and temporary contracts are widely available.

What can I earn?

The starting salary for a financial services customer advisor is anywhere between £12,000 and £18,000 a year. You could look to earn around £30,000 in supervisory and managerial positions.

What are the benefits?

You may earn commission if you are required to sell products, such as life insurance, as part of your role. You could also enjoy subsidised mortgages, loans, pensions, shares and insurance.

Are there chances of promotion?

With experience, you could progress to become a team leader, supervisor or manager. You could also specialise in a particular area, such as mortgages, and go on to further training in that discipline.

What will I be responsible for?

You will be processing payments and withdrawals, answering customer questions, maintaining accurate records, promoting financial products and services, handling complaints or escalating them to senior staff members plus handling administrative processes.

Do I need any experience?

It's extremely useful to have computer skills and experience of customer service, cash handling or office work. Employers will usually ask for a good standard of general education, and good GCSE grades including English and maths are an advantage.

What attributes are needed?

Excellent communication, computer and numeracy skills plus the ability to stay calm under pressure is beneficial. You will also need to demonstrate a keen eye for detail and the ability to work to targets and deadlines.

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  1. Financial Customer Service Advisor

    Our client is a leading financial services organisation, based in the heart of Warrington. An opportunity has arisen for a Customer Service Advisor to join their vibrant and friendly team. ... As a Customer Service Advisor you will be dealing with inbound and outbound customer service calls and e-mails, ensuring the service you provide is aligned with company procedures. Your main focus will be maximise first call resolution and ensuring calls and e-mails are responded to effectively and within the agreed service levels. Experience within a financial services environment is ESSENTIAL, as well as experience in a professional customer service position. In addition you will need to be able to demonstrate the below : Must demonstrate good attention to detail and have More Info

  2. Financial Customer Service Advisor

    Our client is a leading financial services organisation, based in the heart of Warrington. An opportunity has arisen for a Customer Service Advisor to join their vibrant and friendly team. ... As a Customer Service Advisor you will be dealing with inbound and outbound customer service calls and e-mails, ensuring the service you provide is aligned with 'The Brookson Way'. Your main focus will be maximise first call resolution and ensuring calls and e-mails are responded to effectively and within the agreed service levels. Experience within a financial services environment is ESSENTIAL, as well as experience in a professional customer service position. In addition you will need to be able to demonstrate the below : Must demonstrate good attention to detail and have More Info

  3. Customer Service Specialist - award winning financial services co

    Due to growth our client, an award winning financial services company currently seek several talented Customer Service professionals to join their busy team. The role will be varied and challenging... day as well as making outgoing service calls but the main aim is to provide a tailored professional service enabling the company to build strong relationships. Applicants will come from a high service delivery environment which will be office / administration based. You will have a minimum of 5 GCSE's including English and Maths (A - C) and experience from the Financial Services, Banking ... and you will be dealing with demanding and professional Brokers and IFA's. Duties will include providing outstanding service to corporate clients and you could be dealing with anything from new More Info

  4. Customer Service Representative (Internet / Financial Services)

    Customer Service Representative (Internet / Financial Services) Position: Team Mate - Customer Services Representative Location: Longbenton, Newcastle Upon Tyne Salary: £7.25 per... hour Benefits: Attractive benefit package Shifts: 40 hours per week, shifts between 8am and 10.30pm, Mon-Sun Convergys is a large global provider of outsourced customer management services. Employing 70,000 people worldwide, we are the name behind many world class companies’ customer service. As the result of a new partnership with a new, high profile client, we currently have vacancies for Team Mates at our Newcastle upon Tyne Business Centre. Our client is a key player in the e-commerce and financial services sectors, and is a prestigious and dynamic industry leader. ROLE: They are More Info

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  6. Customer Advisor - Financial Services Case Handler

    Customer Advisor – Financial Services Case Handler Salary £16,000 - £18,000 + bonus structure Stratford upon Avon Are you experienced in dealing with customers on a daily basis... with a large stable company and basic salary of £16,000 - £18,000 + bonus. Key Search Words: Telesales, Customer Service, Telephone Negotiator, Financial Service Sales, Banking Sales ... in a customer service environment either in person or on the phone? Do you strive to provide the best possible customer experience at all times? Are you looking for a rewarding career in the fast paced and growing financial service sector? Working with a well respected, long established FSA regulated financial service institution you will be working in a bright, airy and pleasant office More Info

  7. Team Manager

    Team Manager Introduction The role of the Financial Ombudsman Service is to resolve individual disputes between consumers and financial businesses – fairly, reasonably and impartially.... remit now covers virtually all financial services and products – from pet insurance to spread-betting. We employ over 1,500 people and have more than a million contacts with customers each year ... of cases your team resolve and what time they are done in, but also targets for the quality of your team’s work. About you You have experience of: • Delivering excellent customer service ... . And you won’t have to know about any specific aspect of financial services – our experts will train and support you throughout your time with us. You have good leadership skills • Ideally More Info

  8. Financial Accountant & Management Services Manager

    As the Financial Accounting Manager you will take ownership of the financial & management consolidated reporting and FP&A (budgeting/reforecasting) requirements across the UBUK and for Group HQ . We... naturally expect you to be technically proficient and will thus take charge of reporting for a business that has a global presence. You will provide an efficient, high quality financial accounting service to meet the needs of internal/external customers and statutory accounting requirements. More Info

  9. Financial Advisor

    This is an excellent opportunity for an experienced Financial Advisor to join this long established mutual office and provide financial planning services to it's established client base... throughout the area. You will be an experienced Financial Advisor with a track record of advising savings, protection, pensions and investment products to the general public, frequently in their own homes and be comfortable with working on a regular customer call cycle. Experience of working in a home service financial services environment and preferable have some client base to compliment the existing customers already active in the region. The role offers a basic salary, company car, pension and an excellent level of annual earnings as well as regular sales conferences and other More Info



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