Customer Service Representative

Customer Service Representative

We are a Leicester-based financial services company providing tailored advice and solutions in wealth management, investments, and financial planning. We pride ourselves on delivering exceptional client experiences with professionalism, integrity, and care.

Role Overview

We are looking for a motivated Customer Service Representative to be the first point of contact for our clients. You will handle enquiries, provide clear and accurate information, and ensure each client receives outstanding service.

Key Responsibilities

• Respond to client calls, emails, and messages in a professional and timely manner




• Assist clients with account queries, updates, and documentation




• Explain financial services and products clearly and compliantly




• Escalate complex issues to the relevant team while keeping clients updated




• Maintain accurate client records in line with data protection and FCA requirements




• Support process improvements to enhance the customer experience

Requirements

• Previous experience in customer service (finance or banking preferred)




• Excellent communication and interpersonal skills




• Strong attention to detail and organisational abilities




• Ability to work well under pressure and meet deadlines




• Knowledge of FCA regulations




• Understanding of savings, investments, or retirement products




• Pension scheme and performance bonus




• Training and career development opportunities




• Friendly and supportive team culture

Seniority level

• Not Applicable

Employment type

• Full-time

Job function

• Administrative and Customer Service

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