Customer Service Agent (ISAs & Savings)

Hays are recruiting for an established financial services organisation who is looking for an experienced Customer Service Agent to join its growing operations team. This is an excellent opportunity for someone with financial services experience, ideally including knowledge of ISAs or savings products, to develop their career within a supportive and knowledgeable environment. You will play an important role in providing an efficient, accurate and customer-focused service, helping customers understand their accounts and supporting them in achieving their financial goal.

This is a permanent role, based in Manchester city centre, office-based. Hours: Monday to Thursday, 9am to 5pm; Friday, 9am to 4pm

Your new role
Key responsibilities

Managing customer enquiries relating to ISA and savings products by telephone and email
Handling new account enquiries and providing clear product information
Supporting the onboarding of new customers
Helping to retain Trust Fund customers and discussing available reinvestment options
Maintaining accurate and compliant customer records
Providing clear and professional guidance on customer accounts
Working collaboratively with colleagues to improve the customer experience
Developing your product knowledge and taking on additional responsibilities as you progress
What you'll need to succeed
You will ideally have:

Previous customer service experience within financial services
Knowledge of ISA products, savings accounts or a similar financial product area
Strong written and verbal communication skills
Excellent attention to detail and accuracy
A proactive and positive approach
A calm, patient and empathetic manner
A genuine interest in delivering excellent customer service
What you'll get in return
The organisation offers a supportive working environment alongside a comprehensive benefits package, including:

Early finish every Friday
Birthday wellbeing day
22 days' holiday, increasing to 27 days with service
Three additional days off over Christmas
Bank holidays
Private healthcare following probation
Employee Assistance Programme
Workplace pension
Reward and recognition schemes
Regular social events
Inclusive employee networks
Positive working environment
What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV.

Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)