Financial Services Associate

1 week ago


Birmingham, Birmingham, United Kingdom Teleperformance Full time
Key Responsibilities

As a Customer Service Associate, you will be responsible for providing a proactive and reactive service to our customers, ensuring that they meet all of their financial arrangements in-line with their own financial goals.

You will be required to accurately and compliantly complete processes and procedures, while providing the customer with a seamless and positive experience.

In addition, you will take the correct actions to deliver good customer outcomes for any customer needs, regularly reviewing and taking mitigating actions when gaps are identified to ensure good customer outcomes.

  • You will educate customers in the different ways they can do their banking, supporting them in choosing the right service options for their personal needs.
  • You will hone your organisational skills as you manage your diary and balance proactive conversations with planned customer meetings.
  • You will conduct financial reviews with customers and provide them with accurate information, allowing them to make informed decisions on financial products and services.


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