Job Listings

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.

We currently have a great selection of financial customer service jobs listed on AllTheTopBananas.com. See these below or refine your search above.

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financial customer service jobs

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  1. Customer Services Administrator - Financial Services

    Farnborough | £18-21k | From Mulberry Recruitment Limited

    Customer Services Administrator - Financial Services Location : Farnborough Salary : £18-21k + benefits My client who are based in Farnborough are looking for a Customer Services... Administrator to join their team. Ideally, we are looking for candidates who have got experience working in Financial Services and have got excellent communication skills and are confident working within a busy environment. The team provides a centralised administration and client servicing unit to permit end to end processing and management of our client needs. The Business Support team is ... Delivery of administration support across a range of financial products and services. Carry out the appointment making process for Consultants and any additional requests when required, managing this in...

  2. Customer Service Executive- Financial Advice

    Birmingham | £20k per year + Benefits & Training | From TalentSpa

    Customer Service Executive- Financial Advice Birmingham £20,000 per annum plus benefits Our client, a charity based in the Birmingham area is currently recruiting for Customer Service... Executives to add to their expanding team. In this role you would be expected to support customers in difficult financial circumstances and deal with numerous incoming calls. You will need to have excellent communication skills, be able to listen calmly, and patiently, as well as being able to work on your own initiative. This role would suit a candidate who has experience of working towards targets and competences within a customer service role advising clients on their financial situation. You will need to be flexible and if applying for the full time role, able to work shifts...

  3. Customer Service Executive- Financial Advice

    Birmingham | £20k per year + Benefits & Training | From TALENT SPA

    Customer Service Executive- Financial Advice Birmingham £20,000 per annum plus benefits Our client, a charity based in the Birmingham area is currently recruiting for Customer Service... Executives to add to their expanding team. In this role you would be expected to support customers in difficult financial circumstances and deal with numerous incoming calls. You will need to have excellent communication skills, be able to listen calmly, and patiently, as well as being able to work on your own initiative. This role would suit a candidate who has experience of working towards targets and competences within a customer service role advising clients on their financial situation. You will need to be flexible and if applying for the full time role, able to work shifts...

  4. Customer Service Advisor - Financial Services

    Edinburgh | 0.0000 | From Search Consultancy

    Customer Service Advisor - Financial Services £15,500 per annum FULL TIME, flexible hours Do you have excellent customer service skills, enjoy communicating and helping others? Are you fluent in... English and looking for a new challenge within a fun and dynamic team in Edinburgh? Then please read on! We are currently searching for exceptional customer service advisors to join a fun, dynamic ... benefit package as below: 40 hours contact - 24/7 service - flexible shiftsNight shift allowancePerkz: employee benefits scheme that works with the best UK retailersLearning and Development coursesCareer opportunities within the account You can be part of this if: You are fluent in English.You have excellent communication skills.You have experience of or aptitude for Customer Service. What...

  5. Customer Service Associates (Financial Services)

    Redhill | 21500.0000 | From Dimensions Specialist Recruitment

    We recruiting for a leading Investment Management organisation who are globally renowned for providing ongoing training, development and progressive career opportunities. Due to an increase in... providing an outstanding customer service, gained within a corporate phone-based / call centre environment, or within a customer services related role, within the financial services, banking or ... business activity, they are now seeking a number of Client Service Associates. Opportunities exist on both 6 and 12 month fixed-term contracts and on a permanent basis. This division plays a large part in first line customer care, where the teams respond proactively to resolving incoming queries from both Independent Financial Advisers and direct customers. You will be fully responsible for...

  6. Customer Service Associates (Financial Services)

    Epsom | 21500.0000 | From Dimensions Specialist Recruitment

    We recruiting for a leading Investment Management organisation who are globally renowned for providing ongoing training, development and progressive career opportunities. Due to an increase in... providing an outstanding customer service, gained within a corporate phone-based / call centre environment, or within a customer services related role, within the financial services, banking or ... business activity, they are now seeking a number of Client Service Associates. Opportunities exist on both 6 and 12 month fixed-term contracts and on a permanent basis. This division plays a large part in first line customer care, where the teams respond proactively to resolving incoming queries from both Independent Financial Advisers and direct customers. You will be fully responsible for...

  7. Customer Service Associates (Financial Services)

    Redhill | 21500.0000 | From Dimensions Specialist Recruitment

    We recruiting for a leading Investment Management organisation who are globally renowned for providing ongoing training, development and progressive career opportunities. Due to an increase in... providing an outstanding customer service, gained within a corporate phone-based / call centre environment, or within a customer services related role, within the financial services, banking or ... business activity, they are now seeking a number of Client Service Associates. Opportunities exist on both 6 and 12 month fixed-term contracts and on a permanent basis. This division plays a large part in first line customer care, where the teams respond proactively to resolving incoming queries from both Independent Financial Advisers and direct customers. You will be fully responsible for...

  8. Customer Services Officer - Financial Services

    Rotherham | 14641.0000 | From Sheffield Credit Union Ltd

    An experienced Customer Services Officer, preferably with some financial services or other cash handling experience, is required to start work as soon as possible at our Rotherham office on Eastwood... Lane, in central Rotherham. Sheffield Credit Union is a not-for-profit provider of affordable savings and loans and has offices in Sheffield and Rotherham. The ideal candidate will enjoy working in a small team, have good IT skills to ensure accurate and timely data entry with confident customer service skills, and a commitment to providing the best possible service to our members. Hours of work are 9am to 4pm Monday, Tuesday, Wednesday and Friday (28 hours in total). Salary between £14,641 and £16,105 plus 3% employer pension contribution Application by CV with covering letter please. ...

  9. Customer Service Executive - Financial Services

    Southampton | 16000.0000 | From Halo Recruitment Ltd

    Customer Services Executive/ Debt Recovery/ Collections- up to £23,000pa Southampton Hours between 8am - 8pm Also Part time evening shifts available. If you have experience working in a fast paced... financial services/ claims environment, enjoy a challenge and can negotiate well and are fantastic at objection handling then this very rewarding role could be for you Halo Recruitment have ... discussions with people in financial difficulties / had to set up payment plans / negotiated payments. Remain calm, patient and polite, if receiving customer feedback Be a confident, self-motivated and enthusiastic team player. Previous experience in Customer Service and collections. Excellent communication and negotiation skills. Ability to work in a fast paced environment. Ensuring...

  10. Customer Service Associates (Financial Services)

    Sutton | 21500.0000 | From Dimensions Specialist Recruitment

    We recruiting for a leading Investment Management organisation who are globally renowned for providing ongoing training, development and progressive career opportunities. Due to an increase in..., providing updates on accounts/policies and products, as well as providing additional information on other products, funds and services offered etc. As someone who is ambitious and motivated, you will already possess experience in providing an outstanding customer service, gained within a corporate phone-based / call centre environment, or within a customer services related role, within the financial ... business activity, they are now seeking a number of Client Service Associates. Opportunities exist on both 6 and 12 month fixed-term contracts and on a permanent basis. As one of the Associates...

  11. Financial Services Customer Services

    Horsham | 18000.0000 | From First Recruitment Services Limited

    Financial Services Customer Services Horsham, West Sussex £21,000 - £22,000 plus Pension, Healthcare, 22 days holiday rising to 25 plus statutory bank holidays, free on-site parking. This is a... permanent, full time role Our client is a very successful and ambitious company seeking an experienced Customer Services Administrator with a financial services background to join their growing business, operating from the Horsham office. They can offer you a dynamic and progressive working environment, strong management support, ongoing training and personal development, a competitive salary ... environmentExcellent written & communication skillsHighly organised with the ability to manage own workload, working under pressure with a high level of accuracy First Recruitment Services are acting as an...

  12. Customer Service Executive - Financial Sector

    Chorley | 18000.0000 | From Morgan Turner Recruitment Ltd

    Our client, a well respected financial practice, is seeking to recruit an experienced, tenacious and dedicated Customer Service Executive to provide excellent customer service to their existing... customer base, qualify leads by asking all relevant questions in reference to type of advice needed, answer inbound customer enquiries and assist with any queries and generate associated sales/service leads for the financial advisors. As an already experienced phone based customer service professional, you will have exceptional communication skills, the ability to easily build relationships with customers and to identify potential sales leads. Previous experience within a customer service and lead generation role is desirable but not essential A fantastic opportunity to join a highly...

  13. Customer Service Executive - Financial Sector

    Bolton | 18000.0000 | From Morgan Turner Recruitment Ltd

    Our client, a well respected financial practice, is seeking to recruit an experienced, tenacious and dedicated Customer Service Executive to provide excellent customer service to their existing... customer base, qualify leads by asking all relevant questions in reference to type of advice needed, answer inbound customer enquiries and assist with any queries and generate associated sales/service leads for the financial advisors. As an already experienced phone based customer service professional, you will have exceptional communication skills, the ability to easily build relationships with customers and to identify potential sales leads. Previous experience within a customer service and lead generation role is desirable but not essential A fantastic opportunity to join a highly...

  14. Financial Customer Service advisor

    Liverpool | 16500.0000 | From GEM Premium People Ltd

    GEM partnership are currently recruiting for a number of financial customer service professionals for an International banking group. Our client a leading name within the financial services... industry have a requirement for a number of customer service advisors based in Wavertree. Within the role you will be responsible for providing an exceptional level of customer service to existing customers in relation to a range of products and services including bank accounts/overdrafts/loans etc. In return you will receive; a competitive basic salary of £16500 per annumFlexible working hours (Shifts between Mon to Sun 8am to 10pm)Opportunity to work within awell established financial services organisationExcellent development opportunities Due to the nature of this role you will be...

  15. Customer Service Executive- Financial Advice

    Harborne | 20000.0000 | From Talentspa

    Customer Service Executive- Financial Advice Birmingham £20,000 per annum plus benefits Our client, a charity based in the Birmingham area is currently recruiting for Customer Service Executives... to add to their expanding team. In this role you would be expected to support customers in difficult financial circumstances and deal with numerous incoming calls. You will need to have excellent communication skills, be able to listen calmly, and patiently, as well as being able to work on your own initiative. This role would suit a candidate who has experience of working towards targets and competences within a customer service role advising clients on their financial situation. You will need to be flexible and if applying for the full time role, able to work shifts covering full time...

  16. Customer Insight Analyst / Marketing / Financial Services

    Cardiff | Salary from £30,000 pa | From networx Ltd

    Customer Insight Analyst / Marketing / Financial Services Cardiff Commutable from Swansea, Port Talbot and Neath Salary from £30,000 pa Our client is the UK's 6th largest building society... Insight Analyst to join the team of six researchers and analysts. Your role will be to support the Customer Analytics Manager in delivering the Building Society's strategic, tactical and financial ... Members - our savers and borrowers. Their key priority is to keep the Members' money safe - and their consistently good financial performance reflects this. What they are looking for: Are you an experienced, motivated and positive individual? Do you want to work in a team that has ambitious and exciting plans? Have you got excellent analytical experience? If so, the Customer...

  17. Customer Process Controller - Financial Services

    Bristol | 16000.0000 | From Flair4recruitment

    Our client is seeking a Customer Process Controller to join their Financial Services team in Bristol. Overview: Administration of policies Interaction with customers (largely appointed advisors... pressureAbility to demonstrate going the 'extra mile’Financial Service’s qualificationsCustomer Services background For more information about this role, please get in touch with a copy of your CV. ... [IFA’s]) via telephone and email, ensuring that excellent communication is always provided Investigate and resolve complaints and queries, in line with the Company & Regulator complaints procedures, ensuring that the customer’s needs are met at all times. Ensure familiarity and compliance with risk management and company policies, regulatory, professional & legal requirements. Any other...

  18. Customer Account Manager - Financial Services

    Bourne End | 20000.0000 | From Dobson Welch Limited

    We are actively recruiting for a number of Customer Account Managers for our client, a growing and extremely successful National Financial Services Business. We are looking for those who have... experience in the Financial Services sector, either in a collections or sales/service based role. Salary offered is between £20k - £24k, depending upon experience + a quartely bonus which is based on a team target. This is an office based role and all communication with customers will be via phone and email. This position will be based at their office in Bourne End. It is a fantastic ... and reporting.Generate business through quality customer service.Explain services and products to customers and analyse customer suitability for products.Prepare and process loan applications.Ensure all...

  19. Customer Support Executive - Financial Services

    Liverpool | 16000.0000 | From MB Fitzgerald

    MB Fitzgerald are currently working with a National Financial Planning & Investment Management Business to find an experienced Customer Services professional to join their team in Liverpool city... centre. Based in modern offices, easily commutable by public transport links, you will be responsible for servicing existing clients, spotting value add service opportunities and generating new business. This role is client facing and telephone based. Ideally, we are seeking an individual from a Financial Services focussed Client Services background but anybody with relevant experience will be considered. Responsibilities include: To investigate client queries and liaise with internal and external departments/providers to resolve issues.Follow up outstanding queriesUpdate clients...

  20. Customer Relations Associate - Financial Services

    Sutton | 21500.0000 | From Reed

    Would you like to join one of the world’s most successful investment solution providers who, looking ahead, believe their best is yet to come?With experience that spans over 50 years and a presence... in over 20 countries, they pride themselves on offering outstanding investment management solutions and client services internationally and have a vision to build strong customer relationships and a superior, highly satisfied group of employees. They are currently recruiting for exceptional candidates who have prior experience within a corporate contact centre or financial service to join them ... can include anything from basic information requests, fund performance queries, to Financial Services Authority reportable complaints and complex queries. This role is extremely varied and you will...