Customer Service Representative

Bradley David Associates; Potters Bar; On-site; GBP 21,000 - 26,000; Full time

Benefits offered by this job

Amazing pension

Bonus 8-12%

30 days holidays (38 inc bank holidays

On-site parking

Job summary

Bradley David Associates in Potters Bar is seeking a Customer Service Representative with excellent communication skills to support retirement, investment and protection needs. You will handle inquiries, maintain records, and provide accurate product information to ensure high customer satisfaction.

The role offers a Monday–Friday schedule, an attractive pension and benefits package, and a 8–12% bonus potential. On-site parking and 30 days holidays (38 incl bank holidays) are included.

Qualifications

• Strong written and verbal communication skills.
• GCSEs including English and Maths.
• Attention to detail and accuracy.
• Proficiency with MS Office and basic IT.

Responsibilities

• Take ownership of tasks from start to finish and understand products and regulations.
• Maintain accurate records to meet legal and internal requirements.
• Provide product information and resolve customer inquiries efficiently.
• Support advisers and collaborate with other departments.
• Investigate complaints and identify root causes for fair outcomes.
• Suggest process improvements to enhance service and performance.

Skills

Excellent communication skills

Attention to detail

Ability to work in fast-paced env

Customer service mindset

Education

GCSEs including English & Maths

Financial administration award

Tools

MS Office

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