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 25000 - 32000 £ 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.
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.
Customer Service Representative (Banking/Financial) in 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, 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 Warrington
✨Join Financial Networking Events
Jump into local finance meetups and conferences — they’re a goldmine for temporary roles in banking and financial services. You can chat with industry professionals and even get leads on upcoming opportunities that might not be posted online yet.
✨Utilise Temp Agencies Specialised in Finance
Reach out to temp agencies that focus on the banking sector. They often have strong ties with various firms and can help you secure short-term gigs that can help beef up your CV and get your foot in the door at firms like Pontoon Solutions.
✨Connect with Alumni from Your Uni
Don't underestimate the power of your university’s alumni network. Many former students are working in banking and can help you find temporary roles or even offer mentorship. Reach out directly or attend alumni events to broaden your circle.
✨Stay Active on Job Boards and Company Websites
Keep your eyes peeled on job boards specifically for finance roles. Companies like Pontoon Solutions might post temporary positions directly on their sites, so make sure to apply there too. Set alerts to catch those roles the moment they go live!
We think you need these skills to ace Customer Service Representative (Banking/Financial) in Warrington
Some tips for your application 🫡
Show Off Your Academic Achievements:In banking and financial services, your academic record can really make you stand out. List relevant grades, certifications, or coursework on your CV, especially if you've taken finance-related modules. This is particularly important for a temporary role where qualifications can help you shine even brighter!
Highlight Relevant Experience:If you’ve done any internships, part-time roles, or even coursework that aligns with banking or finance, make sure you include those! Showcase specific tasks where you used quantitative skills or analytical thinking, as this is what the hiring managers at Pontoon Solutions will be keen to see in your application.
Tailor Your Cover Letter Purposefully:When writing your cover letter, focus on why you’re interested in a temporary position at Pontoon Solutions. Let them know how you can quickly adapt to the team's needs and how eager you are to learn the ropes of the banking sector during this short stint. Your motivation and enthusiasm could really set you apart!
Be Prepared with References:For temporary roles, references can play a crucial role in your application. Make sure you’ve got a couple of references lined up who can vouch for your skills and work ethic. This helps to give Pontoon Solutions confidence in your short-term commitment to the role.
How to prepare for a job interview at Pontoon Solutions
✨Brush Up on Financial Regulations
Since this is a role in banking and financial services, be ready to discuss key regulations like MiFID, Basel III, or GDPR. These are hot topics, and your awareness of how they impact daily operations can give you a significant edge during your interview with Pontoon Solutions.
✨Showcase Your Analytical Skills
Prepare for interview questions that assess your analytical abilities. You might need to tackle hypothetical scenarios involving risk assessment or financial forecasting. Bringing examples of relevant projects or coursework can emphasise your practical understanding of these concepts.
✨Highlight Flexibility and Adaptability
For a temporary role, showing that you can quickly pick up new processes and tools is crucial. Be ready to discuss previous experiences where you had to adapt to changing requirements or tight deadlines, as this will reassure Pontoon Solutions that you’re a reliable team player.
✨Demonstrate a Willingness to Learn
In a temporary position, leaning into your eagerness to learn can really set you apart. Be prepared to share how you’re staying updated on industry trends or any additional training you've pursued. Employers appreciate candidates who are proactive about their development—even for short-term roles.
