Customer Service Advisor - Financial Services - Calls involved

Customer Service Advisor - Financial Services - Calls involved

Bolton - Full-Time

9-month FTC

Meraki Talent are partnered with a large-scale, reputable financial services firm to appoint a Customer Service Advisor to their team in Bolton. This is a 9-month contract and offers full-time hours and a collaborative working environment.

We are seeking a highly motivated and detail-oriented Customer Service Advisor to join a dynamic and fast-paced team. This role is ideal for an individual who thrives in a professional environment and takes pride in delivering work of the highest standard. Recent graduates looking for their first role within the financial services industry will be considered.

Key Responsibilities:

• Represent the company with professionalism in all internal and external communications
• Dealing with customers over the phone and email
• Accurately process pension transfers in line with regulatory and internal standards
• Collaborate with various departments and external organisations to ensure accurate and timely processing
• Manage and administer investor, adviser, and internal instructions relating to core processes within agreed service levels

Candidate Profile:

• Pensions and/or Transfers experience gained in a Financial Services environment
• Customer service experience
• Back-office and/or financial services admin experience
• Strong organisational skills and a commitment to quality
• Confident communicator with the ability to liaise effectively across departments and with third parties

If you are looking to develop your skillset in a supportive and collaborative environment where excellence is valued, we would love to hear from you.

Apply Now

Lauren wants: Pensions, Transfers, Financial Services Administration, Customer Service, Graduates

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