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. Financial Customer Service Executive

    Leeds | From £16,500 to £18,000 per annum | From Jo Holdsworth Recruitment

    Fin ancial Customer Service Executive Leeds £16,500 - £18,000 Our client are aleading household financial name who a looking for enthusiastic applicants whoare...) [KS1] This job was originally posted as www.totaljobs.com/JobSeeking/Financial-Customer-Service-Executive_job64715979 ... · Complaint handlingand customer service · Key understandingof service standards and regulatory guidelines The ideal candidate will have previous customer service experience inInsurance ... looking to develop their career within the financial sector. Progression is atthe heart of our client who offer professional progression; with the sponsorshipof completing a financial...

  2. Customer Services - Financial services

    West Malling | £17000 - £18500/annum benefits | From Pearson Whiffin Recruitment Ltd

    We are currently recruiting for a dynamic financial services organisation that are seeking to recruit an experienced customer services professional from a financial services background to join their... support Customer Operations by sending letters and emails to our customers or their appointed third parties when requiredWe are seeking applicants with the following skill set: Financial services background Customer services / call centre experience Outstanding written and verbal communication skills Good PC skills especially Excel Pro-active and can do attitude Organised with excellent ... business. Duties will include: Dealing with incoming communication from the customer or an appointed third party this could be by email, post, fax or telephone. This could also be from...

  3. Customer Service Advisor (Financial)

    Cardiff | £7.50 - £9/hour | From Adecco

    Are you available immediately? Our prestigious client based in Cardiff is looking for a temporary Customer Service Representative to work within their finance team. Roles and... Responsibilities: - To provide customer service support to all customers, by professionally managing all telephone and written customer enquiries about loans and other services - To ensure all queries are conducted within FCA regulations - To Deal with customer complaints within an agreed SLA This is an exciting opportunity, to start immediately working Monday - Friday 8.30am-4pm, 9am-5pm or 10am-6pm. Experience of working within the financial services sector with familiarity with the FSA/FCA is desirable but not essential. Interested? Send your CV through to the team now...

  4. Financial Customer Service Agent

    West Sussex | £23000 - £28000/annum | From CV-Library

    An exciting position has arisen with the UK's leading provider of communications products and services. I am recruiting a financial customer service agent who is AAT part or fully qualified with... previous experience of working within an accounts receivable function to ensure that customer service enquires are handled promptly and professionally. The role holder would be required to *Process all incoming payments and transfers from cheques & BACS payment sources across a number of our 15 billing systems including CSS, Antilla, Radar, Cyclone , Glossi's, Oracle, Avalon. *Carry out ... the agreed totals, including daily balancing, ensuring no discrepancies. *Deal with any Customer refunds associated with the billing system. *Deal any internal suspense entries, investigating the reason for...

  5. Customer Service Executive (Financial Services)

    Harpenden, Hertfordshire | £17000 - £18000/annum | From CV-Library

    Customer Service Representative (Financial Services) Harpenden �17,000 - �18,000 + excellent benefits Our client who enjoys an excellent reputation in the Financial Services industry is looking...: Banking, Financial Services, Administration, Member Services, Customer Service Locations: Harpenden, St Albans, Luton, Dunstable, Hemel Hempstead, Wheathampstead ... , transactions and credits � Provide administration and processing support for the online system used by customers � Promote the company�s services to customers � Respond to customer queries � General administrative support as required Skills & Experience � 2 or more years in an administration/customer service role � Good levels of numeracy and literacy � Excellent telephone communication skills...

  6. Customer Service Advisor (Financial Services)

    Manchester | £16000 - £19000/annum Bonus + Bens | From J2 Recruitment

    Customer Service Advisor (Financial planning) - Manchester City Centre - Perm - £16,000 to £19,000 + bonus + LOADS of benefits FANTASTIC COMPANY J2 recruitment are proud be to partnering up with... one of the UK's leading Financial Solutions providers to recruit for Customer Service Advisors to join their state of the art office in Central Manchester. The company boasts an impressive list ... , customer advisor,Call centre ,career opportunity, financial planning, financial services ... a Customer Service Advisor you will be responsible for speaking to existing debt management customers, discussing their current situation, any changes in circumstances (including income and expenditure...

  7. Customer Service Advisor (Financial Management)

    Manchester, Lancashire | £16000 - £20000/annum | From CV-Library

    Customer Service Advisor (Financial Management) Manchester £16,000-£18,000 + Service Related Bonus (c. £3600 per year) Overview My client, a nationally known and well... established Financial Solutions provider with an exceptional reputation in their market, is looking to recruit a Customer Service Advisor to join their team based in Manchester. Role Your role will be to speak to customers of the company who are currently using one of the company’s specialist Financial Solutions. You will perform general Customer Service duties, undertake in depth ... or any other solutions that best fit their needs. This is a highly sensitive and compliant role, and as such you will Treat all your customers fairly and adopt a customer focused attitude at all times...

  8. Senior Customer Advisor - Financial Services

    Edinburgh | £18000 - £22000/annum Benefits | From CV-Library

    Are you an experienced customer service advisor in the financial services industry looking to challenge yourself further? Want to push yourself and become an expert in your field? Do you want to... experience - gained within financial services * strong level of numeracy, accuracy and attention to detail * self motivation and ability to own workload to meet deadlines * eagerness to learn ... : * telephony experience gained in platform , workplace pensions, mutual funds or ISAs * experience of operating in a Direct to Customer (D2C) environment * experience of providing web chat services ... work for an industry leading company? If so this may be the perfect next step for you! This is a fantastic opportunity to join a new venture within a major financial group. We are looking for...

  9. Customer Support Executive - Financial Services

    Ipswich, Suffolk | | From Time Appointments

    Time Appointments are pleased to be working on behalf of leading financial services company who is looking to recruit a Customer Support Executive in their Ipswich office. This is a fantastic... opportunity for candidates who have a genuine interest in working, and building a career within the financial services industry. The successful candidate will be responsible for providing ... ensure positive solutions for client queries. To be considered for this excellent opportunity, applicants must have previous experience of working within the financial services industry, along with proven experience of providing outstanding customer service. Effective communication skills both written and spoken are imperative, along with the ability to work as a team, whilst also taking...

  10. Financial Services Customer Service Agent (Temp)

    Bracknell | £12.00/hour | From CV-Library

    Financial Services Customer Service Agent (Temp) - Bracknell - £12.00PH I am currently recruiting for a large corporate Financial Services organisation based in Bracknell, Berkshire. The role is... for a Customer Service Agent on an ongoing Temp basis. Role: This role will report into a New Business & Customer Services Manager and will work closely with an Executive as a part of a strong ... and Customer satisfaction. We are looking for a warm and friendly personality who really enjoys working with Dealers and Customers in order to provide an enthusiastic and high quality service. Main Responsibilities: Working within a New Business & Customer Services team, ensure that exceptional levels of Dealer & Customer satisfaction are provided through achievement of service targets...

  11. Savings Team Leader / Customer Service / Financial Services

    Cardiff | £18712 - £26407/annum | From FEATURED CREDITS

    Savings Team Leader / Customer Service / Financial Services / Member Services Cardiff Commutable from Swansea, Newport and Port Talbot Salary £18,712 - £26,407 Fixed Term Contract, 9... consistently good financial performance reflects this. An exciting opportunity has become available to join a large team within the Groups Member Services division as a Savings Team Leader. The successful candidate will have the ability to lead, coach and develop a team to deliver exceptional customer service. Within this position you will monitor the team’s high performance and ensure that operational SLA’s, KPI’s and all regulatory guidelines are achieved and maintained. You will build and maintain relationships with all internal and external customers. As well as...

  12. CRM Architect (Financial Services, CX Design, Customer Experience)

    City | From £55,000 - £75,000 + Bonus | From ANSON MCCADE

    CRM Architect (Financial Services, CX Design, Customer Experience) Are you passionate about improving the services of the UK’s largest Financial Services firms? Want a hands-on role, which... experience as well as a high level understanding of content management and customer campaigns. The successful CRM Architect (Financial Services, CX Design, Customer Experience) will have: A deep understanding of Retail or Investment banking. A good understanding of Customer Experience and Customer Journey within financial services High level understanding of marketing processes Content management ... Design, Customer Experience) will be joining a market leader who have performed exceptionally in the wider financial services space over the past 5 years. Their rapid expansion gives a successful...

  13. Rebates Analyst - Customer Financial Services - German

    Camberley | £24,000/ £12.31 per hour | From Park Street People

    This international FMCG business, based in Frimley, is continuing to grow globally and as such are now looking for Rebates Analysts in the Customer Financial Services team with native level/ fluent... German, as well as excellent English, to support their European B2B customer base. Ideally, you'll have customer service and/or varied accounting/financial experience and have worked with SAP or a similar ERP. You'll be responsible for supporting customers with financial queries regarding refunds, discounts and rebates, monthly reviewing and reporting of expenditure, GL accounts, all in ... www.totaljobs.com/JobSeeking/Rebates-Analyst---Customer-Financial-Services---German_job64666344 ...

  14. Rebates Analyst - Customer Financial Services - French - permanent

    Camberley | From £24,000 to £26,000 per annum | From Park Street People

    This international FMCG business, based in Frimley, is continuing to grow globally and as such are now looking for Rebates Analysts in the Customer Financial Services team with native level/... fluent French, as well as excellent English, to support their European B2B customer base. Ideally, you'll have customer service and/or varied accounting/financial experience and have worked with SAP or a similar ERP. You'll be responsible for supporting customers with financial queries regarding refunds, discounts and rebates, monthly reviewing and reporting of expenditure, GL accounts, all in ... was originally posted as www.totaljobs.com/JobSeeking/Rebates-Analyst---Customer-Financial-Services---French---permanent_job64745951 ...

  15. Rebates Analyst - Customer Financial Services - German

    Frimley, Surrey | | From CV-Library

    This international FMCG business, based in Frimley, is continuing to grow globally and as such are now looking for Rebates Analysts in the Customer Financial Services team with native level/ fluent... German, as well as excellent English, to support their European B2B customer base. Ideally, you'll have customer service and/or varied accounting/financial experience and have worked with SAP or a similar ERP. You'll be responsible for supporting customers with financial queries regarding refunds, discounts and rebates, monthly reviewing and reporting of expenditure, GL accounts, all in conjunction with the AR and AP teams. They are looking for a team player, who thrives on communicating and interacting with others. This is a company that prides itself on a strong family history...

  16. Customer Service Senior Associate

    University Of Stirling | Competitive | From International Financial Data Services

    Summary To provide a good customer service by accurately processing and authorising a variety of customer transactions, including complex and non-standard transactions. This will be processed... within agreed service levels and approved financial authority levels where appropriate. Package * Reference salary based on experience * 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 - Processing transactions to agreed service levels, quality standards and where relevant within agreed financial authority limits. - Processing non-standard or complex transactions/calculations, including...

  17. Client Services Resource & Planning Expert Associate-

    University Of Stirling | Competitive | From International Financial Data Services

    Summary The Resource Planning - Scheduling & Real Time Analyst is required to assume responsibility for the efficient scheduling of Resource to meet multiple SLA's and KPI's. The... services and meeting the expectations of the customer (internal and external). - To continuously review processes and practices relating to the role and act as a catalyst for change and improvement in ... initiative - Organised and able to work on own initiative - Highly numerate with good accuracy and attention to detail Desirable - Experience in Financial Services Investment Industry ... with the ACE salary progression scheme * 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...

  18. Customer Service Coach

    University Of Stirling | Competitive | From International Financial Data Services

    Summary Working within Lomond View on the Craigforth campus you will continuously support and develop people through feedback and coaching to improve accuracy, productivity and overall... information in a concise manner to facilitate the assessment of risk. * To liaise with technical experts and peers to ensure that any changes in legislation and procedures effecting Customer Servicing ... provide on the job support with complex customer enquiries or by on the job training, where appropriate. Package Reference salary based on experience and in line with the ACE salary progression scheme * 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...

  19. First Call Enforcement Agent

    Throughout Devon | Uncapped earning potential, OTE £25,000 | From Rossendales

    Company: Rossendales Ltd Role title: Trainee Enforcement Agent (self-employed) Earnings potential 20,000 - 25,000 uncappped OTE Location: North Somerset BS21 - BS29 We have exciting career... and enforcement agency working on behalf of public sector and Government clients. Rossendales is committed to providing an equitable service in the collection of Council Tax, Business Rate & Road Traffic Fines. You will be working to maximise the collections for our clients by providing a professional and understanding service, whilst taking full consideration of the debtors financial circumstances ... well under pressure and to high ethical and professional standards; You will possess strong persuasion and negotiation skills, excellent interpersonal, and customer service skills with the ability to...

  20. First Call Enforcement Agent

    Throughout Lancashire | Uncapped earning potential, OTE £25,000 | From Rossendales

    Company: Rossendales Ltd Role title: Trainee Enforcement Agent (self-employed) Earnings potential 20,000 - 25,000 uncappped OTE Location: Devon EX1 - EX20 / TQ1 - TQ14 We have exciting... and enforcement agency working on behalf of public sector and Government clients. Rossendales is committed to providing an equitable service in the collection of Council Tax, Business Rate & Road Traffic Fines. You will be working to maximise the collections for our clients by providing a professional and understanding service, whilst taking full consideration of the debtors financial circumstances ... well under pressure and to high ethical and professional standards; You will possess strong persuasion and negotiation skills, excellent interpersonal, and customer service skills with the ability to...