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- Tasks: Engage customers and schedule discussions with financial advisers in a fast-paced environment.
- Company: Wesleyan has been creating brighter financial futures since 1841, specialising in trusted professions.
- Benefits: Enjoy hybrid working, bonuses, 28 days leave, and discounts on major brands.
- Why this job: Join a supportive team focused on exceptional customer service and personal growth.
- Qualifications: Target-driven experience preferred; strong communication and organisational skills are essential.
- Other info: Flexible working options available; commitment to diversity and inclusion.
The predicted salary is between 24175 - 24175 £ per year.
Social network you want to login/join with:
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Client:
Location:
Birmingham, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
22af24d12160
Job Views:
5
Posted:
14.07.2025
Expiry Date:
28.08.2025
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Job Description:
Customer Engagement Coordinator
Salary: £24,175 per year + bonuses.
Contract Type: Permanent
Working Hours: Shift Pattern between hours of 12 and 8 pm
Hybrid working (office based in Birmingham)
As a proud mutual since 1841, Wesleyan is committed to creating brighter financial futures for our customers and members. We specialise in providing financial services to some of the nation’s most trusted professions: GPs, hospital doctors, dentists, and teachers.
To find out more about what we do, visit our website:https://www.wesleyan.co.uk/about
We are proud supporters of the ABI Making Flexible Work campaign which means we are open to discuss flexible working, job shares and part time options.
If you thrive in a target-driven environment and are passionate about delivering exceptional customer service, we want to hear from you!
Your Role:
We are seeking a motivated and results-driven individual to join our team as a Customer Engagement Coordinator. This role involves working within a fast-paced environment where achieving targets is essential. The ideal candidate will have strong communication skills, a passion for customer service, and the ability to meet targets consistently.
Key Responsibilities:
- Book Initial Discussions with customers and our Specialist Financial Advisers (SFA’s) efficiently and accurately to meet daily, weekly, and monthly targets.
- Ensure that all Initial Discussions are scheduled within the designated timeframes while maintaining excellent customer service standards.
- Manage and prioritise a high volume of calls or interactions while achieving Initial Discussion booking goals.
- Collaborate with team members and supervisors to continually improve processes and exceed targets.
Requirements:
- A background in financial services is desirable, but not essential.
- Proven experience in a target-driven role, ideally in appointment scheduling, customer service, or sales.
- Ability to work under pressure and meet strict deadlines.
- Excellent communication skills, both written and verbal.
- Strong organisational skills with the ability to multitask.
- A positive, proactive attitude and a willingness to learn.
- Commitment to working evening shift patterns (until 8pm) when required.
- Annual Performance based Bonus – based on a mixture of company and personal performance
- A monthly bonus of up to £500
- 28 days annual leave (plus 1 additional “culture day” & bank holidays) – increases to 30 days with 5 years’ service
- Company pension scheme – matched plus 2% (up to 10%)
- Free secure underground Birmingham city centre parking (available on weekends for personal use – subject to availability)
- Cashback and discounts on major brands in retail, leisure, health, and wellbeing
- Enhanced maternity & paternity pay
- 2 volunteering days per year
To find out more about some of the great benefits Wesleyan offer, visit our careers page: https://careers.wesleyan.co.uk/applicantPortal/rewards
What to know before applying:
Equal Opportunities: Wesleyan are an equal opportunities employer. We know the best teams are made up of inclusive groups of diverse people where everyone’s contribution counts, and we believe everyone has the right to proudly be themselves. We’re building a culture where difference is actively encouraged and simply recruit the best people for the job irrespective of lifestyle, life history and life choices.
Reasonable Adjustments: We understand that there are a wide range of reasons that you may require reasonable adjustments to the recruitment process- please let us know in your application how we can best support you.
VISA Sponsorship: We are unable to provide VISA sponsorship and therefore cannot employ anyone who does not have the legal right to live and work in the UK – within our recruitment process you will be asked to provide evidence of your Right to Work.
Advert Closing: We typically advertise for two weeks, though we reserve the right to close adverts early if we receive a high volume of applications; we would therefore recommend an early application if you’d like to be considered for our opportunities.
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Customer Engagement Coordinator employer: Wesleyan
Contact Detail:
Wesleyan Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Engagement Coordinator
✨Tip Number 1
Familiarise yourself with Wesleyan's values and mission. Understanding their commitment to creating brighter financial futures will help you align your responses during interviews, showcasing your passion for customer service.
✨Tip Number 2
Prepare examples of how you've successfully met targets in previous roles. Since this position is target-driven, demonstrating your ability to achieve goals will make you a standout candidate.
✨Tip Number 3
Practice your communication skills, especially over the phone. As a Customer Engagement Coordinator, you'll be handling a high volume of calls, so being articulate and confident will be key to your success.
✨Tip Number 4
Show your enthusiasm for flexible working arrangements. Wesleyan supports flexible work options, so expressing your willingness to adapt to different schedules can demonstrate your commitment to the role.
We think you need these skills to ace Customer Engagement Coordinator
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the key responsibilities and requirements for the Customer Engagement Coordinator position. Tailor your application to highlight how your skills and experiences align with these aspects.
Craft a Compelling CV: Ensure your CV is up-to-date and clearly outlines your relevant experience, particularly in target-driven roles or customer service. Use bullet points for clarity and focus on achievements that demonstrate your ability to meet targets.
Write a Strong Cover Letter: In your cover letter, express your passion for customer service and your motivation for applying to Wesleyan. Mention specific examples of how you've successfully managed high volumes of calls or interactions in previous roles.
Proofread Your Application: Before submitting, thoroughly proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial for this role.
How to prepare for a job interview at Wesleyan
✨Research the Company
Before your interview, take some time to learn about Wesleyan and its commitment to customer service. Understanding their values and mission will help you align your answers with what they are looking for.
✨Prepare for Target-Driven Questions
Since this role is focused on achieving targets, be ready to discuss your experience in similar environments. Think of specific examples where you met or exceeded goals, and how you managed your time effectively.
✨Showcase Your Communication Skills
As a Customer Engagement Coordinator, strong communication is key. Practice articulating your thoughts clearly and confidently, and be prepared to demonstrate your ability to handle customer interactions professionally.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about team dynamics, training opportunities, or how success is measured in the role. This shows your genuine interest in the position and the company.
