At a Glance
- Tasks: Assist customers with policy queries and provide guidance on savings and investments.
- Company: Scottish Friendly, a member-focused financial services provider in Glasgow.
- Benefits: Supportive team environment, career development opportunities, and competitive salary.
- Other info: Work on-site in a dynamic and supportive atmosphere.
- Why this job: Join a collaborative team and make a difference in members' financial journeys.
- Qualifications: Previous customer service experience in financial services is a plus.
The predicted salary is between 30000 - 35000 £ per year.
Scottish Friendly, based in Glasgow, is seeking a Customer Service Representative to handle policy queries and customer requests on-site.
You will use CRM and office tools to log interactions, provide accurate guidance on savings and investments, and support a collaborative team focused on member outcomes.
Previous customer-facing experience in financial services is advantageous and you will operate within regulatory guidelines and a supportive, member-focused environment.
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Glasgow On-Site Financial Services Customer Specialist employer: Scottish Friendly
Scottish Friendly is an exceptional employer that prioritises the well-being of its employees and customers alike. Located in the heart of Glasgow City Centre, we offer a supportive and inclusive work culture, comprehensive training, and clear development opportunities, all while maintaining a stable work-life balance with no evening or weekend shifts. Join us to be part of a progressive mutual life insurance office that has been dedicated to its community for over 160 years, where every team member truly matters.
StudySmarter Expert Advice🤫
We think this is how you could land Glasgow On-Site Financial Services Customer Specialist
✨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 Scottish Friendly. 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 Glasgow On-Site Financial Services Customer Specialist
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 Scottish Friendly.
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 Scottish Friendly'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 Scottish Friendly
✨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 Scottish Friendly.
✨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 Scottish Friendly 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 Scottish Friendly 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.
