Customer Service Officer

FNZ; Bolton; Hybrid; GBP 20,000 - 30,000; Full time

Job summary

FNZ is seeking a dedicated Customer Service Officer to join their team in Bolton on a 9-month contract. In this hybrid role, you will support customers with their financial inquiries, ensuring a positive experience through excellent communication and attention to detail. With comprehensive training and clear career progression paths, this position is ideal for individuals passionate about helping others and building a career in financial services.

Benefits

Full training and development opportunities

Clear career progression

Competitive salary and benefits including pension

Qualifications

• Clear and confident communication skills.
• Strong attention to detail and problem-solving ability.
• Comfort with using phones and computer systems.

Responsibilities

• Engaging in friendly, helpful conversations with customers.
• Managing inbound calls in line with service targets.
• Taking ownership of queries and providing clear, accurate answers.

Skills

Communication Skills

Attention to Detail

Problem-Solving

Organizational Skills

Multitasking

Proactive Mindset

Job description

Customer Service Officer
Bolton
9 Month Contract

Hybrid (2 days per week in office)
£Competitive + excellent benefits

Are you a great communicator who loves helping people? Do you thrive in a fast-paced environment and want to build your career in financial services?

We’re looking for friendly, professional, and dedicated Customer Service Representatives to join our supportive and high-performing contact centre team in Bristol. Whether you’re experienced in customer service or just starting out, we’ll provide all the training and support you need to succeed.

What you’ll be doing:

You’ll be the first point of contact for FNZ customers, helping them with enquiries about their financial products. You’ll take calls, responding to queries, and ensure every customer gets the professional and positive experience they deserve.

Your day-to-day will include:

• Engaging in friendly, helpful conversations with customers
• Managing inbound calls in line with service targets
• Helping customers access information and use our digital tools
• Taking ownership of queries and providing clear, accurate answers
• Ensuring every interaction is handled with care and attention to detail
• Suggesting improvements that could benefit the customer experience
• Taking part in training and development to keep growing your knowledge

You’ll be supported from day one, with a thorough induction and ongoing coaching to help you develop your skills and confidence.

What we’re looking for:

You don’t need to be an expert in financial services — we’ll teach you what you need to know. We’re looking for:

• Clear and confident communication skills
• Strong attention to detail and problem-solving ability
• Comfort with using phones and computer systems
• The ability to stay organised and multitask
• A proactive mindset and willingness to learn

Previous experience in a customer service or call centre role is helpful, and experience in financial services is a bonus — but neither is essential.

• Friendly, inclusive, and supportive team environment
• Full training and development opportunities
• Clear career progression within FNZ
• Competitive salary and benefits including pension

Want to be part of a business that puts customers — and its people — first?
Apply now to join FNZ as a Customer Service Representative and start a career with purpose and potential.

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About FNZ

FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back.

We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.

We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.7 trillion in assets under administration (AUA).

Together with our customers, we help over 26 million people from all wealth segments to invest in their future.

About the company

Engaged Clients, Lower Costs, Seamless Service and Personalised Solutions

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