Are you passionate about delivering exceptional customer service? Do you thrive in a fast-paced, professional environment where accuracy, communication, and customer satisfaction are key?
HRGO Recruitment is recruiting for a Customer Service Advisor to join a growing and dynamic financial services team. This is an excellent opportunity for an experienced customer service professional looking to develop their career within a regulated and rewarding industry.
You'll be supporting customers across multiple communication channels, resolving queries efficiently, and delivering outstanding service at every interaction.
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Competitive salary
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Hybrid working opportunities
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Pension scheme
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Career development and progression opportunities
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Professional qualification support
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Comprehensive training programme
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Employee wellbeing initiatives
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Employee Assistance Programme (EAP)
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Collaborative and inclusive working environment
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Full-time permanent position
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Monday to Friday
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Hybrid working available
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Additional flexibility may be required to meet business needs
As a Customer Service Advisor, you will be responsible for providing excellent customer service and support across inbound and outbound customer contact.
Working within a regulated environment, you will ensure customer enquiries are resolved efficiently while maintaining high standards of accuracy, professionalism, and compliance.
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Handling customer enquiries via telephone, email, and other communication channels
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Resolving customer queries in line with service level agreements
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Delivering first-contact resolution wherever possible
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Providing accurate and professional written and verbal communication
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Supporting customers with service-related requests and enquiries
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Managing initial customer concerns and assisting with complaint resolution
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Maintaining accurate customer records and documentation
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Working collaboratively with colleagues across the wider business
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Identifying and escalating incidents, risks, or potential breaches where required
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Following company policies, procedures, and regulatory requirements
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Supporting a culture of exceptional customer service and positive customer outcomes
We're looking for someone who is:
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Passionate about delivering outstanding customer service
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Friendly, professional, and approachable
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Highly organised with excellent attention to detail
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Confident communicating with customers and stakeholders
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Able to remain calm and professional under pressure
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A strong team player with a collaborative approach
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Adaptable and flexible in a fast-paced environment
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Committed to achieving positive customer outcomes
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Proven customer service experience
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Excellent written and verbal communication skills
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Strong interpersonal and relationship-building abilities
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Good problem-solving and decision-making skills
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Ability to work accurately and efficiently
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Strong organisational skills and attention to detail
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Experience working within service level agreements and quality standards
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Proficiency in Microsoft Office applications
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Ability to manage multiple priorities effectively
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Financial services experience
- Experience working within a regulated environment
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Complaint handling experience
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Experience supporting internal and external stakeholders
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Knowledge of risk, compliance, and governance principles
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Investment Operations Certificate (IOC) qualification or willingness to work towards industry qualifications
This role will involve:
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Working within a regulated professional environment
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Managing customer interactions across multiple communication channels
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Handling confidential and sensitive information
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Working to service level agreements and quality standards
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Supporting customer complaint resolution processes
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Adapting to changing business priorities and operational requirements
If you're passionate about customer service and looking to build a long-term career within a professional and supportive organisation, we'd love to hear from you.
Apply now and a member of the HRGO Recruitment team will be in touch.
