Customer Service Administrator

A financial services provider based in the heart of Manchester City Centre are looking for a confident, customer-focused Customer Service Administrator to join their growing operations team. This role is ideal for someone with financial services experience, who thrives on helping customers, enjoys problem-solving, and takes pride in delivering accurate, high‑quality service.

Responsibilities

• Managing product enquiries via telephone and email
• Handling new account enquiries and providing clear product information to potential customers
• Supporting customer retention and discussing reinvestment options
• Processing new applications, transfers (in/out) and account servicing requests
• Handling withdrawals, payments and customer transactions
• Calculating and administering claims
• Maintaining accurate, compliant customer records
• Providing clear, professional guidance to customers on their accounts
• Proven 2 years customer service experience, ideally within financial services
• An understanding of ISA products and/or savings accounts will prove a strong advantage
• Excellent communication skills, both written and verbal
• A calm, patient and team approach
• Someone proactive, reliable and genuinely passionate about helping customers

Includes private healthcare, birthday paid day off and an early finish every Friday – to name a few!

Customer Service Administrator • Manchester City Centre

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