Customer Service Agent (ISAs & Savings)

Career Choices Dewis Gyrfa Ltd; Manchester; On-site; GBP 23,000 - 28,000; Full time

Job summary

Hays Specialist Recruitment is seeking a Customer Service Agent for an established financial services organisation in Manchester city centre. You will handle ISA and savings product inquiries by phone and email, support onboarding and provide clear product information to customers.

The role is permanent, office-based, full-time, with typical hours Monday to Friday. Prior financial services customer service experience and knowledge of ISA products are preferred.

Qualifications

• Previous customer service experience within financial services.
• Knowledge of ISA products, savings accounts or a similar financial product area.
• Strong written and verbal communication skills.
• Excellent attention to detail and accuracy.
• A proactive and positive approach.
• A calm, patient and empathetic manner.
• A genuine interest in delivering excellent customer service.

Responsibilities

• Managing customer enquiries relating to ISA and savings products by telephone and email
• Handling new account enquiries and providing clear product information
• Supporting the onboarding of new customers
• Helping to retain Trust Fund customers and discussing available reinvestment options
• Maintaining accurate and compliant customer records
• Providing clear and professional guidance on customer accounts
• Working collaboratively with colleagues to improve the customer experience
• Developing your product knowledge and taking on additional responsibilities as you progress

Skills

Previous customer service experience

ISA products knowledge

Strong written and verbal skills

Attention to detail

Proactive and positive approach

Calm, patient and empathetic

Customer service mindset

Job description

Customer Service Agent (ISAs & Savings)

Employer:

Hays Specialist Recruitment

Location:

Pay:

£25,000 to £25,000 per year, 25000

Contract Type:

Permanent

Hours:

Full time

Disability Confident:

No

Closing Date:

17/10/2026

About this job

Hays are recruiting for an established financial services organisation who is looking for an experienced Customer Service Agent to join its growing operations team.

This is an excellent opportunity for someone with financial services experience, ideally including knowledge of ISAs or savings products, to develop their career within a supportive and knowledgeable environment.

You will play an important role in providing an efficient, accurate and customer-focused service, helping customers understand their accounts and supporting them in achieving their financial goal.

This is a permanent role, based in Manchester city centre, office-based.

Hours: Monday to Thursday, 9am to 5pm; Friday, 9am to 4pm

Key responsibilities

• Managing customer enquiries relating to ISA and savings products by telephone and email
• Handling new account enquiries and providing clear product information
• Supporting the onboarding of new customers
• Helping to retain Trust Fund customers and discussing available reinvestment options
• Maintaining accurate and compliant customer records
• Providing clear and professional guidance on customer accounts
• Working collaboratively with colleagues to improve the customer experience
• Developing your product knowledge and taking on additional responsibilities as you progress

What you'll need to succeed

You will ideally have:

• Previous customer service experience within financial services
• Knowledge of ISA products, savings accounts or a similar financial product area
• Strong written and verbal communication skills
• Excellent attention to detail and accuracy
• A proactive and positive approach
• A calm, patient and empathetic manner
• A genuine interest in delivering excellent customer service

What you'll get in return

The organisation offers a supportive working environment alongside a comprehensive benefits package, including:

• Early finish every Friday
• Birthday wellbeing day
• 22 days' holiday, increasing to 27 days with service
• Three additional days off over Christmas
• Bank holidays
• Private healthcare following probation
• Employee Assistance Programme
• Workplace pension
• Reward and recognition schemes
• Regular social events
• Inclusive employee networks
• Positive working environment