Financial Customer Service Advisor

Financial Customer Service Advisor

Sheffield Full-Time 23810 - 26000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Help clients manage their finances by discussing accounts and payment plans over the phone.
  • Company: Join a reputable medium-sized financial services company known for reliability and efficiency.
  • Benefits: Enjoy a competitive salary, pension, free parking, and performance bonuses.
  • Why this job: Be part of a supportive team while making a positive impact on customers' financial well-being.
  • Qualifications: Strong communication skills and basic computer proficiency; call centre experience is a plus.
  • Other info: Work in a welcoming environment with opportunities for personal and professional growth.

The predicted salary is between 23810 - 26000 £ per year.

Are you looking for a role in Customer Service within Financial Services? This is a fantastic opportunity to join a team as a Financial Customer Service Advisor, helping clients manage their financial obligations effectively.

The employer is a well-established, medium-sized organisation within the financial services industry. They are known for their commitment to providing professional, reliable, and efficient solutions to their clients.

Responsibilities:

  • Contact customers via telephone to discuss outstanding accounts and payment plans.
  • Provide accurate information on account balances and payment schedules.
  • Negotiate repayment terms in a professional and empathetic manner.
  • Record all interactions and agreements in the system accurately.
  • Ensure compliance with relevant regulations and company policies.
  • Liaise with internal teams to resolve customer queries effectively.
  • Maintain confidentiality and handle sensitive customer data responsibly.
  • Contribute to team targets and individual performance goals.

Profile:

  • Excellent communication and negotiation skills.
  • A professional and empathetic approach to customer interactions.
  • Ability to work under pressure and meet deadlines.
  • Strong organisational skills and attention to detail.
  • Basic proficiency in using computer systems and software.
  • Previous experience working in a call centre or credit control type role.

Job Offer:

  • Competitive salary of approximately £23,810 to £26,000 per annum.
  • Company pension.
  • Free on-site parking.
  • Christmas savings scheme.
  • Death in service benefit.
  • Attractive bonus.
  • Incentive & performance rewards.
  • Welcoming working environment.

Financial Customer Service Advisor employer: Michael Page Business Support

Join a well-established medium-sized organisation in the financial services industry, where your role as a Financial Customer Service Advisor will be valued and supported. Enjoy a competitive salary, a welcoming work environment, and numerous benefits including a company pension, free on-site parking, and performance rewards that foster both personal and professional growth. This is an excellent opportunity to make a meaningful impact while developing your skills in a collaborative team setting.
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Contact Detail:

Michael Page Business Support Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Financial Customer Service Advisor

✨Tip Number 1

Familiarise yourself with common financial terms and concepts. This will help you communicate effectively with clients and demonstrate your understanding of their needs during the interview.

✨Tip Number 2

Practice your negotiation skills by role-playing scenarios with a friend or family member. Being able to negotiate repayment terms confidently can set you apart from other candidates.

✨Tip Number 3

Research the company’s values and customer service approach. Tailoring your responses in interviews to align with their ethos can show that you’re a great fit for their team.

✨Tip Number 4

Prepare examples from your past experiences where you've successfully handled customer queries or resolved conflicts. This will showcase your problem-solving abilities and customer-centric mindset.

We think you need these skills to ace Financial Customer Service Advisor

Excellent Communication Skills
Negotiation Skills
Empathy
Organisational Skills
Attention to Detail
Ability to Work Under Pressure
Time Management
Basic Computer Proficiency
Customer Service Experience
Knowledge of Financial Regulations
Problem-Solving Skills
Confidentiality and Data Handling
Team Collaboration
Adaptability

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in customer service and financial roles. Emphasise skills like communication, negotiation, and organisational abilities that align with the job description.

Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the financial services industry. Mention specific examples of how you've successfully managed customer interactions or resolved issues in previous roles.

Highlight Relevant Skills: In your application, clearly outline your excellent communication and negotiation skills. Provide examples of how you've used these skills to achieve positive outcomes in past positions.

Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.

How to prepare for a job interview at Michael Page Business Support

✨Showcase Your Communication Skills

As a Financial Customer Service Advisor, you'll need to demonstrate excellent communication skills. During the interview, practice articulating your thoughts clearly and concisely. Use examples from your past experiences where you successfully communicated with customers or resolved conflicts.

✨Demonstrate Empathy and Professionalism

This role requires a professional and empathetic approach to customer interactions. Be prepared to discuss how you've handled difficult situations in the past, showing that you can remain calm and understanding while negotiating repayment terms or discussing sensitive financial matters.

✨Highlight Your Organisational Skills

Strong organisational skills are crucial for managing multiple accounts and deadlines. Share specific examples of how you've effectively organised your workload in previous roles, especially in high-pressure environments like call centres or credit control.

✨Familiarise Yourself with Relevant Regulations

Understanding compliance and regulations is key in the financial services industry. Before the interview, brush up on relevant regulations that may affect customer service in finance. This will show your potential employer that you're serious about the role and understand the importance of adhering to company policies.

Financial Customer Service Advisor
Michael Page Business Support
Location: Sheffield
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