Vacancy Overview

Senior Customer Advisor – Financial Services








I am currently looking for 2 experienced customer service advisors to join a large financial services company based in central Leeds. With various opportunities for role development and progression, you will be welcomed with open arms into a modern, open plan office that hosts a friendly, warm and bubbly environment.

This is a varied role mixed evenly between administration and telephone based customer service work. You will be expected to be an excellent communicator, solutions orientated in your approach and organised and confident in your administrative skills.

Your role as a Senior Customer Advisor will involve:

  • Taking inbound calls from existing customers
  • Discussing their current accounts and payment terms
  • Carrying out all administration of customer accounts
  • Writing letters to customers and partnered businesses
  • Requesting of documentation
  • Liaison with internal teams in order to obtain information requested from customers
  • Making outbound calls to update customers as required

    What does the successful Key Account Manager require?

  • A minimum of 12 months customer service experience
  • A consultative, customer first approach
  • Educated to grade A-C in Maths & English GCSE or equivalent
  • Patience and empathy
  • Excellent relationship building skills
  • Fantastic written and verbal English

    Obviously, it’s always good to know what you’ll get in return!!

    You will be working in an innovative, fast paced and progressive business who can offer you a long term, bright future. As a Senior Customer Advisor, you will be rewarded with:

  • Full training programme
  • Annual bonus
  • Life assurance and private dental & medical care
  • Pension scheme
  • Gym membership
  • Childcare vouchers
  • Travel insurance

    If this sounds like the opportunity you’ve been waiting for then click apply today to be considered for the Senior Customer Advisor role. We will give you a call back to discuss the opportunity in more detail upon review of your CV.

Due to the amount of response we receive, unfortunately we are not able to give feedback to individuals, if you have not heard back within 5 days please assume that you have not been successful for the role you have applied for. By applying to this advertisement, you are hereby giving consent for Jo Holdsworth Recruitment to hold your details for a 30 day period and contact you via any method of contact you have listed on your application.

(Jo Holdsworth Recruitment – Recruitment Agency)

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