Overview
We’re looking for skilled customer service professionals, ideally with a background in financial services or experience supporting vulnerable customers, to join our part-time Customer Advisor team.
Each month, our client experiences spikes in call volumes. We’re building a reliable bank of part-time advisors who are available to work one full week per month to provide calm, empathetic, and knowledgeable support to customers – many of whom may be in financial difficulty. We are seeking individuals who would be available to commit month after month to this, rather than someone looking for a stop gap.
Location & Work Pattern
- Location: Remote
- Work Pattern: Monday to Friday 9am – 6pm & Saturday 9am – 1pm
- Start Dates: ASAP
- Duration: 1 week per month and ongoing
Your day-to-day activities
- Handle inbound-only customer calls (no cold calling or outbound sales)
- Review customer account information and assess financial situations
- Identify the cause and duration of financial difficulty and explore any previous support given
- Determine the most appropriate support route: short-term payment break or longer-term reduced payment plan
- Signposting to external organisations (e.g., MoneyHelper, domestic abuse or homelessness charities)
- Identify and respond sensitively to vulnerability indicators
- Capture or assist with Income & Expenditure assessments, using a supportive, customer-led approach
- Agree appropriate solutions without negotiation pressure – there are no sales or collection targets
- Provide a service that’s built on trust, understanding, and professionalism
Knowledge, Skills & Experience
We are particularly interested in candidates who have experience in:
- Customer service roles – particularly in regulated environments
- Support roles – dealing with vulnerable individuals, hardship, or sensitive disclosures
- Handling income and expenditure assessments, affordability checks, or similar conversations
Skills & Qualities We Value
- Empathy and active listening – able to build rapport and put customers at ease
- Emotional intelligence – particularly when handling sensitive situations and disclosures
- Professionalism and discretion – understanding of data handling and customer confidentiality
- Resilience and calm under pressure – particularly when customers are distressed or frustrated
- Clear and confident communication – able to explain options and next steps effectively
- Problem-solving mindset – able to use internal systems to assess and resolve account queries
- Comfortable with supporting vulnerable customers and making appropriate referrals
Seniority level
- Entry level
Employment type
- Contract
Job function
- Customer Service
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Contact Detail:
Momenta Recruiting Team