Customer Service Administrator – Financial Services. Job in Manchester LilyLifestyle Jobs

Customer Service Administrator – Financial / Legal Services

Full Time, Permanent – Manchester City Centre – £30,000 + up to £5,000 OTE

We are looking for a First Response Executive / Customer Service Administrator to support clients at the start of their recovery journey. You will be the first point of contact, delivering a professional, empathetic, and informative experience while guiding clients through a complex but rewarding process.

• Handle inbound phone and email enquiries professionally.
• Guide clients throughout the recovery process with clear communication.
• Onboard new clients, transferring their cases to the relevant department.
• Provide financial insights throughout the process.
• Ensure all necessary information and documentation is gathered to progress cases effectively.
• Maintain a high standard of client care while working towards individual and team targets.

Requirements

• Proven experience in customer service, sales or partnerships, ideally within financial or legal industries.
• Strong communication skills and confidence working independently.
• Highly organised with a focus on conversions.
• Proven experience in a target‑driven environment.
• Experience as a financial services administrator, legal services administrator, client account administrator, case management administrator, or client onboarding administrator.

Benefits

• Competitive basic salary plus uncapped commission and bonus structure.
• 25 days holiday plus bank holidays.
• Annual bonus scheme.
• Regular team socials including summer and Christmas events.
• Company awards and recognition evenings.

We are an equal opportunities employer.

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