Customer Accounts Advisor

Michael Page (UK); England; On-site; GBP 25,000 - 32,000; Full time

Job summary

A financial services company located in Cardiff is looking for a Customer Accounts Advisor. The role involves managing customer accounts, responding to inquiries, and analyzing data for improvements. Candidates should have experience in the financial sector, excellent organizational abilities, and strong communication skills. The position offers a competitive salary between £25,000 and £32,000 per annum along with a comprehensive benefits package and opportunities for professional growth.

Benefits

Competitive salary

Comprehensive benefits package

Growth opportunities

Qualifications

• Experience within the financial services industry or a related field.
• Strong organisational and time-management abilities.
• Attention to detail and a commitment to accuracy.

Responsibilities

• Manage and maintain customer accounts accurately and efficiently.
• Respond to client inquiries with professional communication.
• Analyse account data to identify improvement opportunities.

Skills

Organisational skills

Time-management abilities

Communication skills

Proactive problem-solving

Attention to detail

Tools

Account management software

Job description

Overview

• Join a growing business
• Opportunity to grow and develop in the role

About Our Client

The employer is a well-established business in the financial services sector. As a medium-sized organisation, they specialise in delivering tailored solutions to their clients while maintaining a professional and efficient working environment.

Job Description

• Manage and maintain customer accounts with accuracy and efficiency.
• Respond to client inquiries and provide clear, professional communication.
• Assist with account reconciliations and resolve any discrepancies promptly.
• Ensure compliance with company policies and industry regulations.
• Support the team with administrative tasks as required.
• Analyse account data to identify trends and opportunities for improvement.
• Collaborate with colleagues to enhance customer satisfaction.
• Provide regular updates and reports to management on account activities.

The Successful Applicant

A successful Customer Accounts Advisor should have:

• Experience within the financial services industry or a related field.
• Strong organisational and time-management abilities.
• Proficiency in using account management software and tools.
• Attention to detail and a commitment to accuracy.
• Excellent communication skills, both written and verbal.
• A proactive approach to problem-solving and decision-making.

What's on Offer

• Competitive salary ranging from £25,000 to £32,000 per annum.
• Permanent position based in Cardiff, offering stability and growth opportunities.
• Comprehensive benefits package.
• Opportunities to develop within the financial services sector.
• Supportive company culture promoting collaboration and professional growth.

This is an excellent opportunity for a motivated individual to join a respected organisation in Cardiff. If you are ready to take the next step in your career as a Customer Accounts Advisor, apply today!