Customer Services Officer (Financial / Insurance)

Black Fox Solutions; Belfast; On-site; GBP 26,000 - 27,000; Full time

Job summary

A successful NI business is seeking a Customer Services Officer to join their team in Belfast. This role involves supporting commercial customers with bespoke financial services, ensuring excellent communication and a proactive approach. Ideal candidates will have proven customer service experience, strong IT proficiency including CRM systems, and a focus on finding practical solutions. The position offers a generous salary and career development opportunities.

Benefits

Generous benefits

Career development opportunities

Qualifications

• Experienced within a customer focused role preferably in financial, accounts, legal or advisory markets.
• Excellent customer service skills.
• Strong IT skills with proficiency in CRM and MS Office.

Responsibilities

• Work directly with commercial customers and provide ongoing support.
• Handle initial calls and enquiries, qualifying specific needs.

Skills

Customer service

Customer support

Admin

Tools

CRM systems

Microsoft Office Suite

Job description

Overview

Customer Services Officer (Financial / Insurance)

Belfast

£26k - £27k + generous benefits

We are working with a successful NI business who provides bespoke financial services within the construction markets across the UK to recruit for their new permanent Customer Services Officer to join them on a permanent basis and offering a generous package and progression opportunities.

Responsibilities

Reporting into the department team lead and within a team you will be working directly with commercial customers; from initial call / enquiry, through developing and qualifying their specific need and providing ongoing support throughout the onboarding process.

What we are looking for

• Experienced within a customer focused role preferably within the financial, accounts, legal or advisory markets
• Excellent customer service skills
• Confident & professional communication skills
• Strong IT skills, with proficiency using CRM systems and Microsoft Office Suite (Word, Excel, Powerpoint)
• Proactive approach to the role, with a focus on finding practical solutions to operational challenges

Benefits / In return

In return you can expect a generous package and genuine career development opportunities.

Skills

• Customer service
• customer support
• admin