Save Job Back to Search Job Description Summary Similar JobsTemp to perm opportunity to work Hybrid or RemoteCustomer service advisor role within well established Financial Services firmAbout Our ClientAn Insurance Firm.Job Description 📋 Duties & Responsibilities:Serve as the first point of contact for client inquiries via phone, email, and chatProvide accurate information about our financial products and servicesAssist clients with account questions, transactions, and issue resolutionMaintain detailed records of customer interactions in CRM systemsUphold strict confidentiality and compliance with financial regulationsEscalate complex cases to senior team members when necessaryContribute to a positive, solutions-oriented team environmentThe Successful Applicant ✅ What We're Looking For:Excellent communication and interpersonal skillsAbility to explain financial information clearly and confidentlyStrong problem-solving abilities and attention to detailPrevious experience in customer service or is a plusFamiliarity with financial products, banking, or investment tools preferredHigh level of professionalism and discretionWhat's on Offer📈 What We Offer:Training and professional developmentOpportunities for growth within the companyA supportive, team-focused work cultureContactAmelia ChambersQuote job refJN-032025-6705028Phone number+44 207 645 1412Job summaryJob functionInsuranceSubsectorAccountancy & FinanceSectorFinancial ServicesLocationCity of LondonContract typeTemporaryConsultant nameAmelia ChambersConsultant phone+44 207 645 1412Job referenceJN-032025-6705028