At a Glance
- Tasks: Be the go-to person for shareholder inquiries via phone, email, and chat.
- Company: Join a leading financial services firm with a focus on client satisfaction.
- Benefits: Competitive salary, hybrid work model, and opportunities for growth.
- Other info: Fast-paced role with a chance to develop your problem-solving abilities.
- Why this job: Make a real difference by providing top-notch service in a dynamic environment.
- Qualifications: Experience in customer service and strong communication skills are essential.
The predicted salary is between 30000 - 40000 £ per year.
Duration: 12 months
Location: Manchester/Hybrid (four days per week in the office)
Salary: Competitive
One of our large financial services clients is currently looking for an experienced Customer Service Representative.
Key Responsibilities:
- Be the primary point of contact for shareholder inquiries through phone, email, web chat, and written correspondence.
- Deliver high-quality service while managing client conversations confidently in a busy setting.
- Execute telephone trades accurately and in line with client instructions and regulatory requirements.
- Handle both straightforward and complex queries, providing clear and confident technical support.
- Investigate discrepancies on shareholder accounts with a keen attention to detail and structured problem-solving skills.
- Drive first-point-of-contact resolution, taking ownership of issues until full closure.
- Proactively manage open cases, ensuring timely follow-up and a positive client experience.
- Maintain accountability for the quality and accuracy of all work produced.
- Adapt quickly to various management processes and service expectations.
What We’re Looking For:
- Previous experience in a client service or contact centre environment is essential.
- Ability to perform in a regulated, performance-driven environment with clear standards.
- Confident in making informed decisions and managing workload under pressure.
- Excellent written and verbal communication skills across multiple channels.
- Educated to secondary school level, with equivalent experience.
How to Apply:
To apply for this opportunity, please apply with an up-to-date CV.
Please note that if you haven't heard from us within 48 hours, your application may not have been successful on this occasion. However, we may keep your details on file for future vacancies and contact you accordingly.
Pontoon is an equal opportunities employer and an employment consultancy.
Locations
Customer Service Representative (Banking/Financial) in Cheshire, Warrington employer: Pontoon Solutions
Join a leading financial services firm in Manchester, where you will thrive in a dynamic and supportive work environment. With a strong focus on employee development, we offer comprehensive training and growth opportunities, ensuring you can advance your career while delivering exceptional service to our clients. Enjoy the benefits of a hybrid working model that promotes work-life balance, alongside a competitive salary and a culture that values teamwork and excellence.
StudySmarter Expert Advice🤫
We think this is how you could land Customer Service Representative (Banking/Financial) in Cheshire, Warrington
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Pontoon Solutions. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Customer Service Representative (Banking/Financial) in Cheshire, Warrington
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Pontoon Solutions.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Pontoon Solutions's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Pontoon Solutions
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Pontoon Solutions.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Pontoon Solutions will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Pontoon Solutions employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
