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  1. Customer Service Consultant (Financial Services)

    City Of London | £22k pa + + benefits | From Randstad BS (London)

    We are currently recruiting for customer services advisers to work within a large financial services organisation in Canary Wharf. This is a permanent position to start in January/February. The role... is 35 hours per week on a shift rota between 8am and 8pm. The role will involve dealing with incoming communication by phone, email and letters from customers and resolving queries by analysing data, gathering information on cases or working with internal or external stakeholders. The position involves dealing with sensitive data so it's also vital that records are kept up to date and accuracy is maintained. Requirements: 1 year experience in a customer service environment within financial services Excellent communication skills, both written and verbal Strong administration...

  2. Customer Service Advisor (Financial services)

    Dorking | £18500 - £27000 per annum | From Huntress Group

    Job Title: Customer Retirement Specialist Salary: £18,500 - £27,000 per annum Location: Dorking Permanent full time role Are you looking to join a reputable company in a rewarding... service experience within financial services/Insurance and enjoy providing a high level of support to customers over the phone. You will need to be a confident communicator and thrive in a busy ... a Recruitment Agency in relation to this role. This job was originally posted as www.totaljobs.com/JobSeeking/Customer-Service-Advisor-Financial-services_job61433304 ... customer service role? We are looking to recruit for consultative and professional candidates to join their busy and successful team based in Dorking. There are several roles available within...

  3. Customer Guidance Consultant (Financial Services)

    Norwich | £250 p day | From Huntswood CTC Ltd

    About Huntswood: Huntswood specialises in retail conduct risk within these key areas of expertise: managed resource, consulting, recruitment and learning and development. Within financial services... guides. About you: To be considered you will be financial services professional with experience in retirement solutions and investments. You will have a basic knowledge of deposit accounts, cash ... communication skills, display flexibility and adaptability, as well as a passion to assist customers and offer a truly value added service. General PC literacy is also essential. Location: Norwich. Rate ... we work with major banks, building societies, insurers and smaller retail firms to assist them in their ongoing pursuit to treat their customers fairly within the regulated market. About the role...

  4. Customer Guidance Consultant (Financial Services)

    Sheffield | £250 p day | From Huntswood CTC Ltd

    About Huntswood: Huntswood specialises in retail conduct risk within these key areas of expertise: managed resource, consulting, recruitment and learning and development. Within financial services... guides. About you: To be considered you will be financial services professional with experience in retirement solutions and investments. You will have a basic knowledge of deposit accounts, cash ... communication skills, display flexibility and adaptability, as well as a passion to assist customers and offer a truly value added service. General PC literacy is also essential. Location: Sheffield ... we work with major banks, building societies, insurers and smaller retail firms to assist them in their ongoing pursuit to treat their customers fairly within the regulated market. About the role...

  5. Customer Communications Manager Financial Services

    Cardiff | £35k - £54k pa | From MCGREGOR BOYALL ASSOCIATES LIMITED

    Customer Communications Manager Financial Services Cardiff My client, large Financial Services company is looking to hire a Customer Communications Manager to define and deliver customer... multiple products and customer segments gained within the Financial Services sector (essential). * Online and offline marketing experience. * Good understanding and proven track record of developing ... communications strategy and plans for the business, in order to create customer engagement and advocacy, improve retention and drive up cross product holdings. Key Responsibilities: * Responsible for the creation and execution of the customer communications plan across all products and channels to achieve a predefined set of KPIs * Optimise properties and define and implement new ways...

  6. Customer Service Executive - Financial

    Swindon | £18000 per annum | From Frankly Recruitment

    Our client is looking for a proactive and professional Customer Service Advisor to join their growing team. Working within the financial industry you will be a confident communicator who enjoys... up enquiries from prospective customers asking about our cards and services Answer calls from new enquiries Ask effective and appropriate probing questions to help inform customers of the right product depending on their needs Take personal responsibility for resolving customer queries and deciding on the best course of action. Provide excellent customer service at all times whilst following ... situations Free parking, other benefits and incentives. This job was originally posted as www.totaljobs.com/JobSeeking/Customer-Service-Executive---Financial_job61616421 ...

  7. INBOUND FINANCIAL CUSTOMER SERVICE ADVISOR

    Bradford | 16-24K OTE | From Selection Group Limited

    Inbound customer service advisor - Up to 18000 + Bonus (24k+) IMMEDIATE STARTS AVAILABLE A fantastic opportunity has arisen for a hungry ambitious and professional customer focussed individual to... join a market leading companys phone based service team in an advisory capacity. You shall have previous experience working within a targeted and driven customer department, and will be ready to ... an excellent bonus package and additional company benefits. You will be the main point of contact for inbound customer enquiries, growing account base, and will be responsible for establishing customers needs and requirements, marketing suitable products and services with the ultimate goal of maintaining customer satisfaction whilst expanding on your opportunity to earn. In return for your hard...

  8. Head of Customer Services (Regulated Financial Services)

    Preston, Lancashire | | From Richmond Knightley

    We are currently looking to recruit a Head of Customer Services for our client based in Preston City Centre. Due to their unique service proposition our client's company is growing and they are... now looking to recruit a Head of Customer Services to play a key role in their expanding staff team. If you are interested in this excellent opportunity as Head of Customer Services based in Preston City Centre, please find further details below. Job Title: Head of Customer Services (Regulated Financial Services) Salary: Package to attract the best Location: Preston City Centre Our ... -of-Customer-Services-Regulated-Financial-Services_job61614461 ...

  9. Customer Service Adviser (Complaints / Financial Services)

    Manchester | Up to £22k + bonus + benefits | From Easyweb Recruitment

    Customer Service Adviser (Complaints / Financial Services) Our client is one of the UK's largest providers of online investment platforms and stockbroker services. With more than 104,000... Advisor, Financial Services Executive, Pensions Technician, Financial Administrator, Customer Service Executive, Call Centre Agent, Insurance Sales, Finance Administrator, Admin Exec, Customer Service ... role.   This job was originally posted as www.totaljobs.com/JobSeeking/Customer-Service-Adviser-Complaints--Financial-Services_job61533951 ... Location: Manchester, Lancashire Salary: Up to £22k + bonus + benefits ROLE:  A new vacancy has arisen within their Complaints team for a Customer Service Adviser, based in Manchester. Reporting to...

  10. Customer Service Specialist - Financial Services

    Epsom | From £21,000 to £27,000 per annum | From LMA Recruitment

    An excellent, brand new opportunity has arisen for a Customer Service Specialist for a top tier financial services provider based in Surrey (Leatherhead/Epsom/Dorking area). ... customer service experience ideally from within a call centre or commercial environment. Knowledge of pensions or the Financial Services sector would be a distinct advantage. This person must be flexible ... and fantastic company benefits including 30 days holiday, pension, onsite parking etc. This job was originally posted as www.totaljobs.com/JobSeeking/Customer-Service-Specialist---Financial ... Responsibilities will include; but are not limited to; · Ensure that customers fully understand how their health and lifestyle impact on the retirement income that they could receive...

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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