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Customer Service Advisor

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Remote, Hybrid

Customer Service Advisor

leeds commercial ltd

Customer Service Advisor

Skills

CRMSalesforce

1 month ago

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Important information


Contract type:

Permanent, Temporary, Part time, Apprenticeship

Location:

Batley, UK

Work mode:

Remote, Hybrid

Published on:

13 September 2026

What they need


Hybrid working arrangements available

Overview
We are seeking a dedicated and enthusiastic Customer Service Representative to join our dynamic team. In this role, you will be the first point of contact for our clients, providing exceptional service and support within the financial services sector. Your ability to communicate effectively and analyse customer needs will be crucial in ensuring a positive experience for all clients.

Responsibilities

  • Respond promptly to customer inquiries via phone, email, or chat, ensuring a high level of service at all times.
  • Utilise Salesforce to manage customer interactions and maintain accurate records of communications.
  • Analyse customer feedback and data to identify trends and areas for improvement in service delivery.
  • Collaborate with team members to resolve customer issues efficiently and effectively.
  • Provide information about products and services, assisting customers in making informed decisions.
  • Maintain up-to-date knowledge of company policies, procedures, and financial products to provide accurate information to clients.
  • Follow up on customer interactions to ensure satisfaction and foster long-term relationships.

Skills

  • Proven ability to communicate clearly and effectively with customers from diverse backgrounds.
  • Experience with Salesforce or similar CRM systems is highly desirable.
  • Strong analytical skills with the ability to interpret data and make informed decisions based on findings.
  • Familiarity with financial services is an advantage but not essential; a willingness to learn is key.
  • Excellent problem-solving abilities and a proactive approach to customer service challenges.
  • Ability to work well in a team environment while also being self-motivated.

Join us as we strive to provide outstanding service and support within the financial services industry!

Key Requirements:

  • Proven customer service experience
  • Familiarity with FCA sales guidelines
  • Highly motivated, with the ability to thrive under pressure
  • Positive, outgoing personality
  • Strong communication skills

If you're ready to take on an exciting new challenge, apply now with your CV for immediate consideration.

Equal Opportunities Employer
We embrace diversity and welcome applicants from all backgrounds, regardless of race, gender, disability, religion, sexual orientation, or age.

Job Types: Full-time, Part-time, Permanent, Temp to perm, Apprenticeship

Pay: £31,995.00 per year

Benefits:

  • Bereavement leave
  • Casual dress
  • Company events
  • Company pension
  • Cycle to work scheme
  • Employee discount
  • Flexitime
  • Free parking
  • Language training provided
  • On-site parking
  • Referral programme
  • Sick pay
  • Store discount
  • Work from home

Work Location: Hybrid remote in Batley WF17 9PH

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