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Financial Services

Customer Services Advisor – Financial Services


  • Salary: £23,000 - £25,000
  • Location: Chester
  • Contract: Permanent

We’re looking for driven individuals with exceptional customer service skills to join our client’s team to deliver a high quality service. This is defined as quick, efficient, polite and effective communications and execution of the client facing tasks. In the role, you will resolve inbound and outbound customer queries, offering solutions and building great customer relationships.
Monday – Friday 9am-530pm.
Role responsibilities

Handle and resolve customer queries in a timely manner and to a high standard. Ensure you provide the resolution with the utmost level of customer service via telephone, email or chat.
Strong communication skills, both written and verbal, and ability to tailor communication to a variety of audiences.
Understand the background of the query, do required research with the provided tools, and respond appropriately.
Escalate or communicate to other teams when necessary.
Connect with customers at a professional level and build rapport with them.
Undergo the required training and regulatory training, applying it where it’s required to process transactions.
On the front line, you will be the first to spot potential fraudulent activity or recognise vulnerable customer requirements ensuring that you report and escalate as required following policy and regulatory procedures.
A flexible approach providing cover and assistance around the business as required during the development stage including UAT.
Actioning daily reports.
Processing outbound payments following due diligence procedures.
Dealing with the collection of late payments.
On-boarding new distributors following all due diligence processes and attending set up and testing meetings.
Building relationships with existing and new distributors becoming a trusted point of contact for queries, resolving queries to resolution.
Understanding new campaigns ensuring that processes are followed to deliver a smooth customer journey.
Building strong relationships with the Relationship Managers.
Contribute to the development of a diverse and inclusive culture.

Minimum skills/experience

Previous customer service experience.
Reliable, honest and can contribute to create a thriving culture.
Knowledge of regulatory policies within the financial services sector.
Previous experience in a financial services environment.

Unfortunately, due to time restrictions we cannot respond to every applicant, in the event that we haven’t contacted you within 48 hours please take it you have not been successful for this particular role, but your details will be kept on file and considered for all future vacancies.
We are an equal opportunities agency and welcome applicants from all backgrounds.
We are acting on behalf of the client as an Employment Agency in relation to this vacancy.

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