Save Job Back to Search Job Description Summary Similar JobsFlexible hybrid working, 2 days in office 3 homeBase salary of up to £30k + awarded bonusAbout Our ClientWe are working with a leading investment banking provider operating within the financial services sector seeks to strengthen its strategic position through targeted growth, capital raising, and advisory services. With a proven track record in structuring complex financial transactions, the firm supports institutional clients, corporations, and high-growth enterprises across key verticals including asset management, insurance, fintech, and banking.Job DescriptionKey responsibilities consist of:Respond promptly and professionally to customer inquiries via email, phone, and live chat.Resolve customer issues by collaborating with internal teams and ensuring a timely resolution.Maintain accurate records of customer interactions and transactions using internal systems.Provide detailed information about products and services to clients as needed.Identify opportunities to improve customer experiences and escalate suggestions to management.Respond to customer inquiries independently and as part of a team across various channels, including email, phone, and live chatProvide outstanding customer service by addressing concerns promptly, empathetically, and professionallyEnsure timely and accurate responses to all customer interactionsMaintain a positive, solution-oriented mindset to support customer satisfaction and loyaltyAccurately document customer interactions and follow up on unresolved issues as neededCollaborate with team members and cross-functional departments to resolve complex issues and enhance overall service qualityAdhere to industry regulations and company policies while handling sensitive customer information.Support the onboarding process for new clients by addressing their initial queries.Participate in training sessions to stay updated on product knowledge and industry practices.The Successful ApplicantThe successful profile will have:A background in customer service, preferably within the financial services sector.Strong communication skills, both written and verbal, to effectively interact with clients.Knowledge of financial products and services or a willingness to learn quickly.A proactive approach to problem-solving and a focus on customer satisfaction.Demonstrated experience in customer service, with a proven ability to manage inquiries across phone, email, and live chat platforms.Exceptional organisational and time-management skills, thriving in fast-paced environments.Strong verbal and written communication abilities, combined with a customer-centric and empathetic approach.Keen attention to detail and ability to multitask while maintaining accuracy and service quality.Professional, approachable, and consistently positive in interactions with customers and colleagues.Proficiency in using customer relationship management (CRM) systems and related tools.An eye for detail and the ability to multitask in a fast-paced environment.What's on OfferA competitive salary of £29000 to £3000, depending on experience.Opportunities for professional growth within the financial services industry.Performance based bonuses.A supportive company culture focused on employee development.Full-tim 40 hour working week position.Hybrid working 2 days in office.Comprehensive training to enhance your skills and knowledge.Permanent position with internal opportunities.Equipment provided.ContactCallum CrawfordQuote job refJN-072025-6801152Phone number+44 151 255 3754Job summaryJob functionBusiness SupportSubsectorCustomer ServicesSectorFinancial ServicesLocationPrestonContract typePermanentConsultant nameCallum CrawfordConsultant phone+44 151 255 3754Job referenceJN-072025-6801152
