Customer Accounts Advisor

Customer Accounts Advisor

Full-Time 25000 - 32000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage customer accounts and provide top-notch support to clients.
  • Company: Established financial services business with a focus on tailored solutions.
  • Benefits: Competitive salary, comprehensive benefits, and growth opportunities.
  • Why this job: Join a supportive team and make a real impact in customer satisfaction.
  • Qualifications: Experience in financial services and strong communication skills.
  • Other info: Dynamic role with opportunities for professional development in Cardiff.

The predicted salary is between 25000 - 32000 £ per year.

Join a growing business with the opportunity to grow and develop in the role.

About Our Client: The employer is a well-established business in the financial services sector. As a medium-sized organisation, they specialise in delivering tailored solutions to their clients while maintaining a professional and efficient working environment.

Job Description:

  • Manage and maintain customer accounts with accuracy and efficiency.
  • Respond to client inquiries and provide clear, professional communication.
  • Assist with account reconciliations and resolve any discrepancies promptly.
  • Ensure compliance with company policies and industry regulations.
  • Support the team with administrative tasks as required.
  • Analyse account data to identify trends and opportunities for improvement.
  • Collaborate with colleagues to enhance customer satisfaction.
  • Provide regular updates and reports to management on account activities.

The Successful Applicant: A successful Customer Accounts Advisor should have:

  • Experience within the financial services industry or a related field.
  • Strong organisational and time-management abilities.
  • Proficiency in using account management software and tools.
  • Attention to detail and a commitment to accuracy.
  • Excellent communication skills, both written and verbal.
  • A proactive approach to problem-solving and decision-making.

What's on Offer:

  • Competitive salary ranging from £25,000 to £32,000 per annum.
  • Permanently position based in Cardiff, offering stability and growth opportunities.
  • Comprehensive benefits package.
  • Opportunities to develop within the financial services sector.
  • Supportive company culture promoting collaboration and professional growth.

This is an excellent opportunity for a motivated individual to join a respected organisation in Cardiff. If you are ready to take the next step in your career as a Customer Accounts Advisor, apply today!

Customer Accounts Advisor employer: Michael Page (UK)

Join a well-established medium-sized business in the financial services sector, where you will find a supportive company culture that promotes collaboration and professional growth. With a competitive salary and comprehensive benefits package, this role as a Customer Accounts Advisor in Cardiff offers not only stability but also ample opportunities for personal and career development within a respected organisation. If you are looking for meaningful employment where your contributions are valued, this is the perfect place for you.
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Contact Detail:

Michael Page (UK) Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Customer Accounts Advisor

✨Tip Number 1

Network like a pro! Reach out to people in the financial services sector, especially those who work at companies you're interested in. A friendly chat can open doors and give you insider info that could help you stand out.

✨Tip Number 2

Prepare for interviews by practising common questions related to customer accounts. Think about your past experiences and how they relate to the role. We want you to show off your skills and make a great impression!

✨Tip Number 3

Follow up after interviews! A quick thank-you email can keep you fresh in the interviewer's mind. It shows you're keen and professional, which is exactly what they’re looking for in a Customer Accounts Advisor.

✨Tip Number 4

Don’t forget to apply through our website! We’ve got loads of resources to help you land that job, and applying directly can sometimes give you an edge over other candidates. Let’s get you that Customer Accounts Advisor position!

We think you need these skills to ace Customer Accounts Advisor

Customer Account Management
Financial Services Knowledge
Organisational Skills
Time Management
Account Management Software Proficiency
Attention to Detail
Communication Skills
Problem-Solving Skills
Decision-Making
Data Analysis
Compliance Awareness
Team Collaboration
Administrative Support

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your background in financial services and any relevant software you’ve used. We want to see how you can bring value to our team!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Customer Accounts Advisor role. Share specific examples of how you've managed accounts or resolved discrepancies in the past.

Show Off Your Communication Skills: Since communication is key in this role, make sure your written application is clear and professional. We love seeing candidates who can articulate their thoughts well, so don’t hold back on showcasing your writing prowess!

Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our team at StudySmarter!

How to prepare for a job interview at Michael Page (UK)

✨Know Your Stuff

Make sure you brush up on the financial services sector and the specific role of a Customer Accounts Advisor. Understand the key responsibilities, like managing customer accounts and resolving discrepancies, so you can speak confidently about how your experience aligns with their needs.

✨Showcase Your Skills

Prepare examples that highlight your organisational skills and attention to detail. Think of situations where you've successfully managed accounts or resolved issues, and be ready to discuss these during the interview. This will demonstrate your proactive approach to problem-solving.

✨Communicate Clearly

Since excellent communication is crucial for this role, practice articulating your thoughts clearly and professionally. You might even want to do a mock interview with a friend to refine your verbal skills and ensure you can convey your ideas effectively.

✨Ask Insightful Questions

Prepare some thoughtful questions to ask at the end of the interview. Inquire about the team dynamics, opportunities for growth within the company, or how they measure success in the role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.

Customer Accounts Advisor
Michael Page (UK)
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