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Customer Service Advisor - Financial Services - Calls

Meraki Talent Limited
Posted a day ago, valid for 4 days
Location

Salisbury, Wiltshire SP2 0AF, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • Meraki Talent is seeking a Customer Service Advisor for a 12-month full-time contract with a reputable financial services firm in Salisbury.
  • Candidates should have experience in pensions and/or transfers within a financial services environment, along with general customer service experience.
  • The role involves handling customer communications, processing pension transfers, and collaborating with various departments to ensure timely service delivery.
  • This position is ideal for motivated individuals, including recent graduates eager to start their careers in financial services.
  • The salary for this role is competitive, and applicants should ideally have prior experience in a similar financial service capacity.

Customer Service Advisor - Financial Services - Calls involved

Salisbury - Full-Time

12-month FTC

Meraki Talent are partnered with a large-scale, reputable financial services firm to appoint a Customer Service Advisor to their team in Salisbury. This is a 12-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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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.