Customer Service Representative

Bradley David Associates; Greater London; On-site; GBP 21,000 - 26,000; Full time

Benefits offered by this job

Bonus 8-12%

Hybrid work option

Job summary

Bradley David Associates is seeking a customer service representative to join our client in the City of London. You will be supporting retirement, investment and protection needs for individuals and companies, ensuring the customer is always put first and helping to enhance overall experiences.

The ideal candidate will have office customer service experience, strong communication skills, and familiarity with CRM systems. A hybrid working option is available once trained and confident.

Qualifications

• Strong phone contact handling and active listening are essential.
• Office customer service experience is preferred.
• Familiarity with CRM systems and practices is expected.
• Customer-oriented with adaptability to different personalities.

Responsibilities

• Handle large amounts of incoming calls and manage customer queries.
• Understand the full range of products offered by the company.
• Identify customer needs to drive satisfaction and loyalty.
• Build relationships with customer accounts through clear and interactive communication.
• Provide accurate information using appropriate tools and channels.
• Meet personal and team targets for customer service and call handling quotas.
• Resolve complaints with suitable solutions and timely follow-up.
• Maintain records of interactions and documents for customer accounts.
• Follow established procedures, guidelines, and policies.
• Go the extra mile to engage customers.

Skills

Phone handling

Active listening

CRM familiarity

Customer orientation

Multi-tasking

Education

GCSEs including maths & English

Tools

CRM software

Job description

London, United Kingdom | Posted on 29/04/2025

Bradley David Associates is looking for a customer service representative with excellent communication skills to join our valued client in the City of London.

You will be working for a company that looks after retirement, investment and protection needs of individuals and companies. They offer wealth, insurance and asset management solutions.

You will ensure that the customer is always put first, in line with the companies values.

You will be working as part of a team to enhance customer experiences.

THE IDEAL CANDIDATE WOULD HAVE EXPERIENCE IN CLAIMS / FINANCE / INSURANCE

Responsibilities

• Manage large amounts of incoming calls
• Understand the companies full product range
• Identify and assess customers’ needs to achieve satisfaction
• Build sustainable relationships and trust with customer accounts through open and interactive communication
• Provide accurate, valid and complete information by using the right methods/tools
• Meet personal/customer service team targets and call handling quotas
• Handle customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution
• Keep records of customer interactions, process customer accounts and file documents
• Follow communication procedures, guidelines and policies
• Take the extra mile to engage customers

Pay and Shifts

• Bonus of 8-12%
• Monday to Friday 9am - 5pm
• Hybrid options available once trained and confident

Requirements

Skills/Qualifications

• Strong phone contact handling skills and active listening
• Looking for candidates with office customer service experience.
• Familiarity with CRM systems and practices
• Customer orientation and ability to adapt/respond to different types of characters
• Ability to multi-task, prioritise, and manage time effectively

What we need from you:

• Previous office based customer service experience
• Minimum of 5 A*-C GCSE's (including maths and English)
• Income Protection
• Private Medical Insurance
• Private Life Assurance
• Support to develop yourself within the company