Customer Service Representative

Bradley David Associates; Potters Bar; On-site; GBP 22,000 - 30,000; Full time

Job summary

A leading company in financial services seeks a Customer Service Representative in Potters Bar. This role prioritizes excellent communication and customer satisfaction, ensuring that customer inquiries are efficiently resolved. Offering a comprehensive benefits package, including a bonus scheme and generous holidays, this position is perfect for those seeking a dynamic work environment.

Benefits

Amazing pension

30 days holidays (38 inc bank holidays)

Cycle to work scheme

Discounted or free food

Life insurance

On-site parking

Private medical insurance

Work from home

Qualifications

• Diligent and conscientious in work accuracy with excellent attention to detail.
• Able to operate in a fast-paced environment.
• Intermediate knowledge of MS Office is essential.

Responsibilities

• Take full ownership of arranged tasks ensuring compliance with regulations.
• Handle incoming inquiries and document resolutions effectively.
• Investigate and resolve complaints per company procedures.

Skills

Attention to Detail

Communication Skills

Ability to Work Under Pressure

MS Office

Education

Minimum of 5 A*-C GCSEs (including English and Maths)

Award in financial administration

Job description

Potters Bar, United Kingdom | Posted on 03/07/2025

Bradley David Associates is looking for a Customer Service Representative with excellent communication skills, working for a company that looks after retirement, investment and protection needs of individuals and companies. They offer wealth, insurance and asset management solutions.

A customer service representative will act as a liaison, provide product/services information and resolve any emerging problems that our customers might face with accuracy and efficiency. The target is to ensure excellent service standards, respond efficiently to customer enquiries and maintain high customer satisfaction.

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

Job Summary:

• Office in Potters Bar
  
• Monday to Friday 9am-5pm
  
• Bonus of 8-12%
  
• Amazing pension, benefits and 30 days holidays (38 inc bank holidays)
  

Job Responsibilities:

• Take full ownership of assigned tasks from start to finish, ensuring a thorough understanding of all products and compliance with relevant regulations.
  
• Update and maintain accurate company records to meet legal, customer, and internal requirements.
  
• Keep up-to-date with technical product knowledge to support team members, provide backup as needed, and help achieve departmental goals.
  
• Handle incoming phone inquiries across all product lines, providing accurate responses and documenting resolutions appropriately while using the most effective communication methods.
  
• Build and maintain strong working relationships with advisers and other departments.
  
• Investigate and resolve complaints and queries in line with both company and regulatory procedures, identifying root causes and ensuring fair outcomes for customers, the company, and regulators.
  
• Proactively support continuous improvement by reviewing processes, contributing ideas to enhance service and performance, and focusing on personal development.
  

Requirements

What we need from you:

• Diligent and conscientious in the accuracy of their work, excellent attention to detail
  
• Excellent written and verbal communication skills
  
• Ability to operate in a fast paced, dynamic environment and able to work under pressure
  
• Intermediate knowledge and experience of MS Office
  

Qualifications:

• Minimum of 5 A*-C GCSEs (including English and Maths – essential
  
• Have already attained the award in financial administration or keen to work towards this
  
• Additional leave
  
• Company events
  
• Company pension
  
• Cycle to work scheme
  
• Discounted or free food
  
• Life insurance
  
• On-site parking
  
• Private medical insurance
  
• Work from home
  

If you are interested and have the relevant experience, please apply to be contacted by a member of the team. You can also text your full name + 'PB CSR' to 07470 312674