Customer Service Representative - Financial Services
Customer Service Representative - Financial Services

Customer Service Representative - Financial Services

Full-Time 28000 - 35000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Support Energy Consultants with admin tasks and manage client data.
  • Company: Join a fast-growing energy brokerage in Hertfordshire.
  • Benefits: Enjoy a hybrid work model and a competitive salary with bonuses.
  • Why this job: Perfect for those eager to learn in a dynamic energy sector.
  • Qualifications: 5 years of admin experience in the energy sector required.
  • Other info: Ideal for proactive team players who thrive on structure.

The predicted salary is between 28000 - 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 Customer 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

Brush up on your Excel skills, as this role requires preparing spreadsheets and managing data. Consider taking a quick online course or tutorial to enhance your proficiency, which can set you apart from other candidates.

✨Tip Number 3

Practice your communication skills, especially over the phone. Since you'll be liaising with suppliers and clients, being able to convey information clearly and confidently is crucial for success in this role.

✨Tip Number 4

Network with professionals in the energy sector. Attend industry events or join relevant online forums to connect with others who can provide insights and potentially refer you to opportunities at StudySmarter.

We think you need these skills to ace Customer 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 Sector
Contract Management
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 Office, especially Excel. Explain how your proactive approach and attention to detail make you a great fit for the position.

Highlight Relevant Skills: In your application, be sure to mention key skills such as communication, teamwork, and adaptability. Provide examples of how you've successfully managed workloads independently while collaborating with others, as this is crucial for the role.

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 clear and concise. A polished application reflects your attention to detail and professionalism.

How to prepare for a job interview at Timely Recruit Ltd

✨Show Your Organisational Skills

As a Client Services Administrator, you'll need to demonstrate your excellent organisational skills. Prepare examples from your past experiences where you successfully managed multiple tasks or projects simultaneously, highlighting your attention to detail.

✨Familiarise Yourself with the Energy Sector

Since the role is within the energy brokerage sector, it's crucial to have a basic understanding of commercial electricity and gas. Research current trends and challenges in the industry to show your enthusiasm and knowledge during the interview.

✨Practice Your Communication Skills

You'll be liaising with suppliers and clients regularly, so practice clear and confident communication. Consider role-playing common scenarios you might encounter, such as resolving client queries or discussing contract details.

✨Demonstrate Your Proactivity

The job description mentions the importance of being proactive and adaptable. Think of instances where you've taken the initiative to improve processes or solve problems in previous roles, and be ready to share these examples.

Customer Service Representative - Financial Services
Timely Recruit Ltd
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