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- Tasks: Engage with customers via phone and email, processing pension transfers accurately.
- Company: Join a reputable financial services firm known for its collaborative culture.
- Benefits: Enjoy full-time hours on a 9-month contract with a supportive team environment.
- Why this job: Perfect for recent graduates eager to kickstart their career in finance and customer service.
- Qualifications: Customer service experience and strong organisational skills are essential; pensions knowledge is a plus.
- Other info: This role offers a chance to develop your skills in a fast-paced, professional setting.
The predicted salary is between 28800 - 43200 £ per year.
Meraki Talent are partnered with a large-scale, reputable financial services firm to appoint a Customer Service Advisor to their team in Bolton. This is a 9-month contract and offers full-time hours and a collaborative working environment.
We are seeking a highly motivated and detail-oriented Customer Service Advisor to join a dynamic and fast-paced team. This role is ideal for an individual who thrives in a professional environment and takes pride in delivering work of the highest standard. Recent graduates looking for their first role within the financial services industry will be considered.
Key Responsibilities:- Represent the company with professionalism in all internal and external communications
- Dealing with customers over the phone and email
- Accurately process pension transfers in line with regulatory and internal standards
- Collaborate with various departments and external organisations to ensure accurate and timely processing
- Manage and administer investor, adviser, and internal instructions relating to core processes within agreed service levels
- Pensions and/or Transfers experience gained in a Financial Services environment
- Customer service experience
- Back-office and/or financial services admin experience
- Strong organisational skills and a commitment to quality
- Confident communicator with the ability to liaise effectively across departments and with third parties
If you are looking to develop your skillset in a supportive and collaborative environment where excellence is valued, we would love to hear from you.
Customer Service Advisor - Financial Services - Calls involved employer: Meraki Talent Limited
Contact Detail:
Meraki Talent Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Service Advisor - Financial Services - Calls involved
✨Tip Number 1
Familiarise yourself with the financial services industry, particularly pensions and transfers. Understanding the terminology and processes will not only boost your confidence during interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Practice your communication skills, especially over the phone. Since this role involves dealing with customers via calls, being articulate and clear in your speech will help you stand out as a strong candidate.
✨Tip Number 3
Network with professionals in the financial services sector. Attend relevant events or join online forums to connect with others in the field. This can provide valuable insights and potentially lead to referrals for the position.
✨Tip Number 4
Showcase your organisational skills by preparing examples of how you've managed tasks or projects in the past. Being able to discuss specific instances where you maintained quality and efficiency will resonate well with hiring managers.
We think you need these skills to ace Customer Service Advisor - Financial Services - Calls involved
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in customer service and financial services. Emphasise any roles where you've dealt with pensions or transfers, as this is crucial for the position.
Craft a Strong Cover Letter: Write a cover letter that showcases your motivation for applying. Mention your interest in the financial services industry and how your skills align with the responsibilities of the Customer Service Advisor role.
Highlight Communication Skills: Since the role involves dealing with customers over the phone and email, emphasise your communication skills in both your CV and cover letter. Provide examples of how you've effectively communicated in previous roles.
Showcase Organisational Skills: Detail any experiences that demonstrate your organisational skills. This could include managing multiple tasks or projects, especially in a fast-paced environment, which is essential for this role.
How to prepare for a job interview at Meraki Talent Limited
✨Research the Company
Before your interview, take some time to research the financial services firm. Understand their values, mission, and recent developments in the industry. This will help you tailor your answers and show that you're genuinely interested in the role.
✨Prepare for Common Questions
Anticipate questions related to customer service scenarios, especially those involving pensions and transfers. Think of examples from your past experiences or studies that demonstrate your problem-solving skills and ability to handle difficult situations.
✨Showcase Your Communication Skills
As a Customer Service Advisor, effective communication is key. During the interview, practice clear and concise responses. Be prepared to discuss how you would communicate with customers over the phone and via email, highlighting your confidence and professionalism.
✨Demonstrate Organisational Skills
Highlight your organisational abilities by discussing how you manage tasks and prioritise work. Provide examples of how you've successfully handled multiple responsibilities in a fast-paced environment, which is crucial for this role.
