Client Service Representative - Financial Services
Client Service Representative - Financial Services

Client Service Representative - Financial Services

Full-Time 32000 - 35000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Support Energy Consultants with admin tasks and manage client data in a fast-paced environment.
  • Company: Join a growing energy brokerage focused on commercial electricity and gas services.
  • Benefits: Enjoy hybrid/remote work options, a competitive salary, and achievable monthly bonuses.
  • Why this job: Perfect for organised team players eager to learn about the energy procurement industry.
  • Qualifications: 5 years of admin experience in the energy sector and strong Excel skills required.
  • Other info: Opportunity for growth in a supportive company that values initiative and reliability.

The predicted salary is between 32000 - 35000 £ per year.

A growing and fast-paced energy brokerage is seeking an enthusiastic and highly organised Client Services Administrator to join their expanding team. This position is key to ensuring the seamless delivery of our services in the Commercial Electricity and Gas sector. Ideally, a candidate who comes from the energy sector with experience in commercial electricity and gas.

You will be responsible for handling administrative processes, maintaining supplier and client data, and supporting pricing and contract workflows—all while gaining knowledge of the energy procurement industry. This role would suit someone who thrives on structure, enjoys being a dependable team player, and is eager to learn and grow.

Job Responsibilities:
  • Provide administrative support to Energy Consultants and the wider team.
  • Accurately input data and manage client billing documentation.
  • Maintain and utilise the company CRM system to track contracts and communications.
  • Coordinate contract management processes including start/end dates, live status, and terminations.
  • Prepare client documents and supplier spreadsheets in Excel.
  • Liaise with suppliers via phone and email to resolve queries and manage submissions.
  • Support the client renewal process by identifying and preparing contract opportunities.
  • Submit meter readings, VAT declarations, and direct debit mandates to suppliers.
  • Ensure compliance with internal SLAs and support company growth objectives.
Professional and Personal Attributes:
  • Minimum of 5 years’ experience in administrative roles (energy/utilities sector required).
  • Excellent organisational skills and a strong attention to detail.
  • Confident communicator with a clear telephone manner.
  • Able to manage workload independently while collaborating with the wider team.
  • Proactive, adaptable, and eager to learn new systems and processes.
  • Strong working knowledge of Microsoft Office, especially Excel.
  • Experience working with CRM or internal portal systems.
  • A reliable team player with a flexible, solution-focused approach.

This is an exciting opportunity for someone with a strong administrative background and an interest in energy procurement to grow within a business that values initiative, reliability, and continuous development.

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Contact Detail:

Timely Recruit Ltd Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Client Service Representative - Financial Services

✨Tip Number 1

Familiarise yourself with the energy sector, particularly commercial electricity and gas. Understanding industry terminology and current trends will help you engage in meaningful conversations during interviews.

✨Tip Number 2

Highlight your organisational skills by preparing examples of how you've managed administrative tasks in previous roles. Be ready to discuss specific situations where your attention to detail made a difference.

✨Tip Number 3

Practice your communication skills, especially over the phone. Since the role involves liaising with suppliers, being able to convey information clearly and confidently will set you apart from other candidates.

✨Tip Number 4

Get comfortable with Microsoft Excel and any CRM systems you might encounter. If you can demonstrate proficiency in these tools, it will show that you're ready to hit the ground running in this role.

We think you need these skills to ace Client Service Representative - Financial Services

Administrative Skills
Attention to Detail
Organisational Skills
Data Management
Client Relationship Management (CRM)
Communication Skills
Proficiency in Microsoft Excel
Problem-Solving Skills
Time Management
Team Collaboration
Adaptability
Knowledge of Energy Procurement
Experience in the Energy Sector
Customer Service Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in administrative roles, particularly within the energy or utilities sector. Emphasise your organisational skills and any specific achievements that demonstrate your ability to manage client data and support contract workflows.

Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention your experience with CRM systems and your proficiency in Microsoft Excel, as these are key aspects of the job. Be sure to express your eagerness to learn and grow within the energy procurement industry.

Highlight Relevant Skills: In your application, clearly outline your skills that align with the job description, such as attention to detail, communication abilities, and your proactive approach. Use specific examples from your past experiences to illustrate how you have successfully managed similar responsibilities.

Proofread Your Application: Before submitting your application, take the time to proofread it thoroughly. Check for any spelling or grammatical errors, and ensure that all information is accurate and well-presented. A polished application reflects your professionalism and attention to detail.

How to prepare for a job interview at Timely Recruit Ltd

✨Show Your Energy Sector Knowledge

Make sure to brush up on your knowledge of the energy sector, particularly commercial electricity and gas. Being able to discuss industry trends or recent developments will demonstrate your genuine interest and understanding of the field.

✨Highlight Your Organisational Skills

Since the role requires excellent organisational skills, prepare examples from your past experiences where you successfully managed multiple tasks or projects. This will help illustrate your ability to thrive in a structured environment.

✨Demonstrate Your Communication Skills

As a Client Services Administrator, clear communication is key. Practice articulating your thoughts clearly and confidently, especially when discussing how you've resolved client queries or collaborated with team members in previous roles.

✨Familiarise Yourself with CRM Systems

If you have experience with CRM systems, be ready to discuss it. If not, do some research on common CRM functionalities and be prepared to explain how you would adapt to new systems quickly, showcasing your proactive learning attitude.

Client Service Representative - Financial Services
Timely Recruit Ltd
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