At a Glance
- Tasks: Help clients manage their investments and deliver outstanding customer support.
- Company: Award-winning financial services organisation based in Newcastle.
- Benefits: Starting salary of £26,437, monthly bonuses, and excellent career progression.
- Other info: Full training provided, with future paths into various financial services roles.
- Why this job: Join a thriving company that values ambition and supports your career growth.
- Qualifications: Experience in customer service or similar roles, strong communication skills.
The predicted salary is between 28000 - 28750 £ per year.
Do you enjoy helping people, solving problems, and delivering outstanding customer service?
Are you looking for a company that will invest in your development and provide genuine opportunities to progress?
We're recruiting for a Client Services Advisor to join a thriving, award-winning financial services organisation based in Newcastle.
With over 500 employees and continued growth, this is an exciting opportunity to join a business that values ambition, rewards success, and supports long-term career development.
We're looking for motivated individuals from customer service, administration, hospitality, retail, contact centre, or similar backgrounds who are passionate about delivering an exceptional customer experience.
What You'll Be Doing
As a Client Services Advisor, you'll become a trusted point of contact for clients, helping them manage their investment portfolios and ensuring they receive outstanding support throughout their journey.
This is a fast paced role, phone heavy and target driven.
- Your responsibilities will include
- Building strong relationships with clients and providing regular updates.
- Working closely with Financial Advisers to deliver excellent client outcomes.
- Managing client records and administrative processes.
- Responding to product and account-related enquiries.
- Supporting business improvement initiatives and helping to enhance the client experience.
- Managing multiple priorities in a fast-paced environment.
- Maintaining accurate electronic and paper-based records.
What We're Looking For
• We're interested in people who
- Have experience in customer service, administration, retail, hospitality, contact centres, or similar roles.
- Enjoy speaking with customers and building positive relationships.
- Are highly organised and can manage multiple tasks effectively.
- Have strong communication skills and attention to detail.
- Are confident using Microsoft Office and business systems.
- Want to learn, develop and build a long-term career.
Most importantly, we're looking for individuals with a positive attitude and a genuine passion for helping customers.
What's In It For You?
- Starting salary of £26,437
- Realistic OTE of £34,000
- Monthly bonus opportunities up to £750
- Full training programme
- Permanent, full-time position
- Company pension scheme
- 22 days holiday plus bank holidays, increasing with service
- Excellent career progression opportunities
- Professional qualifications funded by the business
Future career paths into Financial Advice, Compliance, Operations, Risk, Team Leadership and more
Why Apply?
This is a fantastic opportunity for someone looking to move into a professional environment where hard work is recognised and rewarded.
Whether you're currently working in retail, hospitality, customer service, administration, or another client-focused role, this position could be the first step towards a highly successful career in financial services.
If you're ambitious, customer-focused, and ready for your next challenge, we'd love to hear from you.
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StudySmarter Expert Advice🤫
We think this is how you could land Customer Service Specialist in Newcastle upon Tyne
✨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 STAFFPOWER GROUP. 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 Specialist in Newcastle upon Tyne
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 STAFFPOWER GROUP.
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 STAFFPOWER GROUP'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 STAFFPOWER GROUP
✨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 STAFFPOWER GROUP.
✨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 STAFFPOWER GROUP 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 STAFFPOWER GROUP 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.
