Investment Contact Centre Agent

Posted 9 August by Anthony Alexandra

Anthony Alexandra is currently working with a well-established Financial Services organisation. Along with the opportunity of a long-term career with an established organisation you will be rewarded with a competitive salary, achievable bonus for your hard work and very useful benefits package.

Our client is currently recruiting for an experienced Investment Contact Centre Agent to join their growing team. This role is to provide administrative support to Contact Centre Manager.

Duties within this Investment Contact Centre Agent role include:

  • Process and verifying new business
  • Liaising with customers and employee via telephone and email
  • Provide customer with information on Investments products
  • Processing cancellation and void instructions
  • Dealing with client queries

Candidates to be considered for this Investment Contact Centre Agent role should have the following skills and qualifications:

  • Experienced in working within a call centre environment
  • Experience within an Administrative or Customer Service role
  • Previous letter writing, or correspondence experience would be an advantage
  • Good telephone manner
  • Good academic background

In return you will be rewarded with a market leading salary package, with excellent benefits, and the opportunity to work for a well-established and forward-thinking organisation.


Customer Services / Call Centre / Contact Centre / Contract Centre Agent / Customer Services Representative / Inbound Calls / Outbound Calls / Calls / Financial Services

Commutable from:

Bromley / Beckenham / Croydon / Bexley / Bexleyheath / Swanley / Lewisham / Greenwich / Dartford / Orpington / Hayes / West Wickham / Crystal Palace / Penge / Sydenham / West Norwood / Forest Hill / Catford / Tooting / Balham / Clapham / Tulse Hill / Brockley / Sidcup / Chislehurst / Blackheath / Herne Hill / Dulwich / Brixton / Thornton Heath / South Norwood / New Addington / Welling / Eltham / Charlton

For more information on our services, visit

Required skills

  • Call Centre
  • Calls
  • Contact Centre
  • Customer Service
  • Financial Services

Application question

Do you have previous experience within a call centre roles?

Reference: 38326228

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