Customer Service Administrator

Newcastle upon Tyne

£20,000 - £25,000


This is a full-time permanent position to join a busy client servicing team on the Investment platform. You will be the first point of contact for financial advisers and end clients to provide updates and guidance including but not limited to trades, direct debits, withdrawals, internal transfers, adviser fees and death claims.


Our client is one of the UK’s most innovative financial services groups. The group as more than 300 employees and are now looking for a Client Service (D2C) Administrator to join their team. Our client offers a great flexible working from home policy and career progression.

Salary remuneration is £28,600 which is inclusive of a bonus.



  • Answering emails, secure messages and letters from both advisers and end clients within the SLA
  • Answering incoming and making outgoing calls to build relationships with advisers and clients
  • Maintenance of internal records
  • Quality Checking
  • Dealing with queries and help resolve complaints cases generated within the team
  • Take ownership of problems / issues and see through to the end doing whatever research is deemed necessary
  • Liaising with other teams and the wider business to maintain standards
  • Participate in daily/weekly/Monthly meetings
  • To undertake any additional tasks that could be reasonably expected of you when required


Job Requirements

  • At least 2 years previous experience within a customer service role
  • To have a genuine passion for providing an exceptionally high level of customer service
  • Able to work at a fast pace whilst ensuring accuracy and maintaining attention to detail
  • Have good organisation skills with a logical approach to delegated responsibilities
  • Able to assist with developing a culture of high standards, excellent quality and customer responsiveness
  • Team player who is able to communicate effectively
  • Knowledge of MS Office products, such as Excel and Word


  • Free On-site parking
  • Hybrid working
  • Monday to Friday
  • Bonus scheme

Apply today

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