Customer Service Representative (APA/ QFA) Financial Services

Are you passionate about delivering excellent customer service and looking to build your career within financial services?

We are currently recruiting for a Customer Service Executive to join a growing Customer Service Team. This is a fantastic opportunity for someone who enjoys problem-solving, building relationships, and ensuring customers receive the best possible support.

Key Responsibilities

• Manage customer account administration activities, reviewing correspondence and determining appropriate actions
• Investigate and resolve customer queries at account level, ensuring positive outcomes
• Liaise with internal teams to obtain required information and progress customer requests
• Complete loan administration tasks including issuing statements and customer documentation
• Manage inbound and outbound customer calls relating to loan servicingMaintain accurate system records following all customer interactions
• Work towards agreed service levels, quality standards, and performance targets
• Take ownership of customer complaints and issues through to successful resolution
• Identify and elevate errors or incidents appropriately, ensuring customer impact is considered

What we are looking for

• Previous customer service, contact centre, or financial services experience (desirable but not essential)
• Must have APA/ QFA qualification
• Strong communication and interpersonal skills
• Excellent attention to detail with the ability to manage multiple priorities
• Ability to work effectively in a fast-paced environment while meeting deadlines
• Comfortable learning new systems and processes
• A proactive, customer-focused approach with a strong sense of ownership
• Ability to work independently while contributing positively to a wider team

This is an excellent opportunity to join a supportive team where customer experience is at the heart of everything they do.

Interested? Get in touch for a confidential conversation.

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