Customer Service – Financial Services

Location UK / Belfast

Job Type Permanent full-time, TemporaryContract

Salary £15000 - 20000

Updated 1 week ago

Reference 1358063

 Job Description

This role is responsible for booking of 1st appointment with customers, both in-bound & out-bound - it is not a cold calling role as customers will have already expressed an interest in hearing about our products

Customer Service – Financial Services

£16,000 + bonus & excellent benefits

The Role

The role designed to contribute to the performance of your wider team and the business overall, through booking of 1st appointment with customers. This is achieved through both inbound and pro-active outbound calling, it is not a cold calling role as customers will have already expressed an interest in hearing about our products.

  • Provide a prompt, friendly and efficient initial point of contact for customers, helping with information they might request
  • Take inbound calls and on product enquiries
  • Pro-actively make outbound calls with the aim of booking an appointment
  • Manage and maintain a diary system that ensures call-backs are well timed and delivered
  • Create and book appointments

Training is provided and you will have a Team Leader who will ensure you have everything you need to complete your role successfully and thrive. This is not a static position and we would expect anyone that comes in this role to progress. 

Experience & Knowledge Required

This is an entry level role to our business and so no experience is required to apply for this role. Most of all, we are seeking someone who is driven to provide excellent customer service and who is looking to take their first career step in financial services. You should be capable of dealing with high volumes of work, whilst maintaining excellent customer service.

  • Minimum of 5 GCSEs or equivalent, including English or Maths (grade C or above)
  • Computer literate (MS Office)

About Us

Our office is based on the corner of Ormeau Road and McClure Street, in the centre of Belfast. The nearest train stations are Botanic (3 minute walk) and Central (10 minute walk). There is also street parking along McClure Street. Our employees can walk to cafes, pubs and restaurants, local shops, gyms and parks. 

To apply please click on the APPLY NOW button below to forward your CV.