Financial specialist Work, Jobs in Whittlesey, Cam (with Salaries)

Customer Service Specialist
Trade Mastermind Limited —Peterborough
- £30,000 - £35,000 a year
- Full-time
- CRM software
- Sales
- Customer service
- Free parking
- Annual leave
Quick apply
11d
Advisor - HR
IPL —Peterborough
- Human resources
- IT
- Free parking
- Store discount
1d
Major Projects Business Case Manager
Anglian Water Services Ltd —Peterborough
- £60,000 a year
- Full-time
- Hybrid work
- Project management
- No degree
- Mentoring
- Annual leave
10d
Parts Supervisor - Peterborough Audi
Vindis Group —Peterborough
- Supervising experience
- Organisational skills
- Employee assistance programme
- Employee discount
Sales Assistant
Jollyes Pets —Peterborough
- £8.43 - £12.71 an hour
- Part-time
Quick apply
Cladding Buyer
Lindum Group —Peterborough
- Full-time
- Microsoft Excel
- ERP systems
- Microsoft Office
14d
Assistant Manager, Accounts
Saffery —Peterborough
- Full-time
- Hybrid work
- Microsoft Excel
- Analysis skills
- Leadership
- Profit sharing
- Annual leave
Service Charge Analyst
Accent Group Ltd —Peterborough
- £34,191 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Analysis skills
- Annual leave
- Employee discount
7d
Hydroecologist
AtkinsRéalis —Peterborough
- Full-time
- Hybrid work
- IT
Middle & Back Office Vendor and Licensing Specialist
RS Group —Corby
- Remote
- Contracts
- Communication skills
- Negotiation
- Annual leave
- Employee assistance programme
13d
Registered Manager
Keys Group —Wisbech
- £55,000 - £60,000 a year
- Driving
- Leadership
- Annual leave
- Employee assistance programme
Quick apply
Cladding Estimator
Lindum Group —Peterborough
- Full-time
- Microsoft Excel
- Construction experience
- Communication skills
14d
Technical Supervisor
ABAgri —Peterborough
- From £600,000 a year
- Travel
9d
Health and Social Care Trainer
Glenholme Specialist Healthcare —Peterborough
- £31,000 - £34,000 a year
- Full-time
- Remote
- Management
- BLS Certification
- Presentation skills
- Employee assistance programme
- Life insurance
Quick apply
7d
Sexual Offence Examiner/Forensic Physician/Doctor - EAST
Mountain Healthcare —Huntingdon
- £80,504.16 - £90,056.20 a year
- Part-time
- Hotel
- Travel
- Paediatrics
Quick apply
7d
Critical Care Transport Assistant
St John Ambulance —Park
- £28,068 a year
- Overtime
- Driving
- Employee assistance programme
- Employee discount
Service Manager
Amplius —Wisbech
- £43,310.63 a year
- Full-time
- Maintenance
- Communication skills
- Time management
4h
Automotive Sales Specialist
Halfords —Peterborough
- From £27,000 a year
- Full-time
- Sales
- Communication skills
- Store discount
- Health & wellbeing programme
Senior Margin Optimisation Analyst
RS Group —Corby
- Hybrid work
- Microsoft Excel
- Project management
- Organisational skills
- Annual leave
- Employee assistance programme
Senior Mixed Methods Specialist
Central East Integrated Care Board —Ely
- £57,528 - £64,750 a year
- Full-time
16h

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Customer Service Specialist

Trade Mastermind Limited -
Peterborough

Quick apply

Job details

Full-time
£30,000 - £35,000 a year
11 days ago

Benefits

Free parking
Annual leave
Company pension
Company events
On-site parking

Qualifications

CRM software
Sales
Customer service
Customer support
Account management
Communication skills

Full job description

Join the UK's No.1 Business Coaching Platform for Trades & Construction Business Owners

Trade Mastermind, founded by entrepreneur Joseph Valente, is on a mission to help construction and trade business owners scale their businesses, increase profitability, and achieve long-term success. As one of the UK's fastest-growing coaching and education companies, we pride ourselves on delivering exceptional results and outstanding customer experiences.

We are looking for a Customer Service Specialist who is passionate about helping people, building strong client relationships, and ensuring every customer receives a world-class experience from onboarding through to ongoing support.

If you're energetic, personable, organised, and thrive in a fast-paced environment, we'd love to hear from you.

The Role

As a Customer Service Specialist, you will be the first point of contact for our clients, supporting them throughout their journey with Trade Mastermind. You'll play a key role in onboarding new customers, maintaining engagement, resolving enquiries, supporting retention activities, and ensuring every client receives exceptional service.

Key ResponsibilitiesCustomer Onboarding & Support

Deliver a warm and professional welcome to all new clients.
Guide customers through onboarding and introduce them to Trade Mastermind's products, services, and processes.
Provide exceptional customer support via telephone, email, WhatsApp, and other communication channels.
Resolve customer enquiries efficiently, professionally, and empathetically.

Client Relationship Management

Build and maintain strong relationships with customers.
Conduct attendance, engagement, and check-in calls to maximise participation in events, coaching sessions, and appointments.
Proactively identify customer needs and provide appropriate guidance and support.
Support long-term customer success and retention.

Account Management & Retention

Assist the Head of Key Account Management in managing customer accounts.
Monitor customer engagement and identify clients at risk of disengaging or cancelling.
Take proactive action to improve customer satisfaction and retention.
Ensure timely follow-ups and personalised customer support.

Credit Control & Payment Support

Contact customers regarding outstanding balances and payment arrangements.
Assist with Premium Credit agreements, including documentation and customer communications.
Support approved payment plans and maintain accurate records.
Handle sensitive financial conversations professionally while preserving strong customer relationships.

Administration & Case Management

Maintain accurate customer records and CRM updates.
Log all customer communications and interactions.
Ensure customer information remains accurate and compliant.

Collaboration & Continuous Improvement

Work closely with Customer Operations, Finance, Sales, Events, Credit Control, and Delivery teams.
Contribute ideas to improve customer experience and operational efficiency.
Meet departmental KPIs, service standards, and response time targets.

What We're Looking For Essential Skills & Experience

Excellent customer service and relationship-building skills.
Strong verbal and written communication skills.
Highly organised with strong attention to detail.
Ability to manage multiple tasks and customer accounts simultaneously.
A proactive approach with excellent problem-solving abilities.
Professional, empathetic, and customer-focused mindset.
Experience working in a customer-facing environment.

Desirable Experience

Experience in customer service, account management, client success, or customer support.
Experience within sales, retention, collections, or finance administration.
Knowledge of CRM systems.
Experience in a coaching, training, events, or service-based business.

What We Offer

Competitive salary of £30,000 – £35,000 per annum
Company pension scheme
Career development and sponsored qualifications
Full equipment provided
Health & wellbeing programme
Regular company events and team socials
Free on-site parking
20 days annual leave plus bank holidays
Birthday off
Access to our brand-new 20,000 sq. ft. Trade Mastermind University HQ
Supportive, ambitious, and high-performing team environment

Why Join Trade Mastermind?

At Trade Mastermind, we don't just support our clients-we help transform businesses and lives. You'll be joining a passionate team dedicated to delivering exceptional customer experiences while making a real difference to the success of trade and construction business owners across the UK.

If you're ready to take the next step in your customer service career and join an industry-leading company, apply today.

Pay: £30,000.00-£35,000.00 per year

Work Location: In person

Quick apply

Refine Your Search

financial specialist jobs in whittlesey, cam

Customer Service Specialist

Advisor - HR

Major Projects Business Case Manager

Parts Supervisor - Peterborough Audi

Sales Assistant

Cladding Buyer

Assistant Manager, Accounts

Service Charge Analyst

Hydroecologist

Middle & Back Office Vendor and Licensing Specialist

Registered Manager

Cladding Estimator

Technical Supervisor

Health and Social Care Trainer

Sexual Offence Examiner/Forensic Physician/Doctor - EAST

Critical Care Transport Assistant

Service Manager

Automotive Sales Specialist

Senior Margin Optimisation Analyst

Senior Mixed Methods Specialist

I want to receive the latest job alerts for financial specialist in whittlesey, cam

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