Financial Service Client Representative

Michael Page (UK); Preston; Hybrid; GBP 29,000 - 30,000; Full time

Job summary

A leading investment banking provider is seeking a Customer Service Representative to enhance client support. You will handle inquiries via email, phone, and live chat while maintaining accurate records. Ideal candidates have a background in customer service, preferably within financial services, strong communication skills, and a customer-centric approach. This position offers a competitive salary of up to £30,000 and a flexible hybrid working environment.

Benefits

Performance-based bonuses

Comprehensive training

Supportive company culture

Qualifications

• Background in customer service, preferably in financial services.
• Strong written and verbal communication skills.
• Willingness to learn about financial products.
• Proficient in managing inquiries across multiple platforms.
• Exceptional organisational and time-management skills.

Responsibilities

• Respond promptly to customer inquiries via various channels.
• Resolve customer issues by collaborating with internal teams.
• Maintain accurate records of interactions.
• Provide detailed product information.
• Identify opportunities to improve customer experiences.

Skills

Customer service background

Strong communication skills

Knowledge of financial products

Proactive problem-solving

Organisational skills

Attention to detail

Experience with CRM systems

Tools

CRM systems

Job description

• Flexible hybrid working, 2 days in office, 3 days at home
• Base salary of up to £30k + awarded bonus

About Our Client

We are working with a leading investment banking provider operating within the financial services sector, seeking to strengthen its strategic position through targeted growth, capital raising, and advisory services. With a proven track record in structuring complex financial transactions, the firm supports institutional clients, corporations, and high-growth enterprises across key verticals including asset management, insurance, fintech, and banking.

Job Description

Key responsibilities include:

• Respond promptly and professionally to customer inquiries via email, phone, and live chat.
• Resolve customer issues by collaborating with internal teams and ensuring timely resolution.
• Maintain accurate records of customer interactions and transactions using internal systems.
• Provide detailed information about products and services to clients as needed.
• Identify opportunities to improve customer experiences and escalate suggestions to management.
• Respond to customer inquiries independently and as part of a team across various channels, including email, phone, and live chat.
• Provide outstanding customer service by addressing concerns promptly, empathetically, and professionally.
• Ensure timely and accurate responses to all customer interactions.
• Maintain a positive, solution-oriented mindset to support customer satisfaction and loyalty.
• Accurately document customer interactions and follow up on unresolved issues as needed.
• Collaborate with team members and cross-functional departments to resolve complex issues and enhance overall service quality.
• Adhere to industry regulations and company policies while handling sensitive customer information.
• Support the onboarding process for new clients by addressing their initial queries.
• Participate in training sessions to stay updated on product knowledge and industry practices.

The Successful Applicant

The successful candidate will have:

• A background in customer service, preferably within the financial services sector.
• Strong communication skills, both written and verbal, to effectively interact with clients.
• Knowledge of financial products and services or a willingness to learn quickly.
• A proactive approach to problem-solving and a focus on customer satisfaction.
• Demonstrated experience in customer service, with the ability to manage inquiries across phone, email, and live chat platforms.
• Exceptional organisational and time-management skills, thriving in fast-paced environments.
• Strong verbal and written communication abilities, combined with a customer-centric and empathetic approach.
• Keen attention to detail and ability to multitask while maintaining accuracy and service quality.
• Professional, approachable, and consistently positive in interactions with customers and colleagues.
• Proficiency in using customer relationship management (CRM) systems and related tools.

What's on Offer

• A competitive salary of £29,000 to £30,000, depending on experience.
• Opportunities for professional growth within the financial services industry.
• Performance-based bonuses.
• A supportive company culture focused on employee development.
• Full-time 40-hour working week position.
• Hybrid working: 2 days in office, 3 days at home.
• Comprehensive training to enhance your skills and knowledge.
• Permanent position with internal growth opportunities.
• Equipment provided.