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Customer service representative (banking/financial)

Manchester
Pontoon Solutions
Customer service representative
Posted: 15 June
Offer description

Customer Service Representative (Banking/Financial)

Duration: 12 months

Location: Manchester/Hybrid (four days per week in the office)

Salary: Competitive


One of our large financial services clients is currently looking for a experienced Customer Service Representative

Key Responsibilities:

* Be the primary point of contact for shareholder inquiries through phone, email, web chat, and written correspondence.
* Deliver high-quality service while managing client conversations confidently in a busy setting.
* Execute telephone trades accurately and in line with client instructions and regulatory requirements.
* Handle both straightforward and complex queries, providing clear and confident technical support.
* Investigate discrepancies on shareholder accounts with a keen attention to detail and structured problem-solving skills.
* Drive first-point-of-contact resolution, taking ownership of issues until full closure.
* Proactively manage open cases, ensuring timely follow-up and a positive client experience.
* Maintain accountability for the quality and accuracy of all work produced.
* Adapt quickly to various management processes and service expectations.

What We’re Looking For:

* Previous experience in a client service or contact centre environment is essential.
* Ability to perform in a regulated, performance-driven environment with clear standards.
* Confident in making informed decisions and managing workload under pressure.
* Excellent written and verbal communication skills across multiple channels.
* Educated to secondary school level, with equivalent experience.
* to excellence, and apply today to become part of our client’s remarkable team.


How to Apply:

To apply for this opportunity, please apply with an up-to-date CV.

Please note that if you haven't heard from us within 48 hours, your application may not have been successful on this occasion. However, we may keep your details on file for future vacancies and contact you accordingly.

Pontoon is an equal opportunities employer and an employment consultancy.

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