Customer Financial Services Specialist

22 hours ago


Glasgow, Glasgow City, United Kingdom Austin Fraser Full time
About the Role

We are seeking an experienced and results-driven individual to join our team as a Customer Financial Services Specialist. As a key contributor to our success, you will be responsible for delivering high-quality customer service, achieving sales targets, and driving business growth.

Key Responsibilities
  • Manage customer relationships, resolving queries and issues in a timely and professional manner.
  • Identify and pursue sales opportunities, working closely with the sales team to drive revenue growth.
  • Collaborate with internal stakeholders to implement process improvements, enhancing customer satisfaction and efficiency.
  • Develop and maintain knowledge of our products and services, staying up-to-date with industry trends and regulatory requirements.
Requirements
  • Proven customer service experience in a regulated industry, such as finance, banking, or insurance.
  • Strong analytical and problem-solving skills, with the ability to identify and capitalize on sales opportunities.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with customers and colleagues.
  • A passion for delivering exceptional customer experiences and driving business growth.
What We Offer
  • A competitive salary of approximately £28,000 - £35,000 per annum.
  • A comprehensive benefits package, including a generous holiday entitlement and pension scheme.
  • Opportunities for training and development, enhancing your skills and career prospects.
  • The chance to work from home after probation, promoting work-life balance.
  • A dynamic and expanding company culture, offering opportunities for growth and advancement.


  • Glasgow, Glasgow City, United Kingdom CV-Library Full time

    Job Title: Customer Service Specialist FinancialsWe are looking for an experienced Customer Service Specialist to join our team in Edinburgh. The successful candidate will provide exceptional customer service to our scheme members, answering their pension-related queries and resolving any issues that may arise.You will be the first point of contact for our...


  • Glasgow, Glasgow City, United Kingdom Anderson Knight Full time

    Vulnerable Customer Collections Role:We are seeking an experienced Financial Services Specialist to support vulnerable customers and those in arrears at our client, a well-established financial services company. This role involves providing specialist support and collections activities according to company policies and procedures.Hours of Work:35 hours per...


  • Glasgow, Glasgow City, United Kingdom HSBC Global Services Limited Full time

    Mortgage Advisor Career PathYour journey as a Mortgage Advisor at HSBC Global Services Limited begins with a comprehensive induction program designed to equip you with the knowledge and skills necessary to excel in this role. With a competitive salary of £35,000 - £55,000 per annum, you will be empowered to establish yourself as a trusted advisor and build...


  • Glasgow, Glasgow City, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    Exciting Opportunity: Senior AdministratorAbout Us:We are a leading Partner Practice of St. James's Place Plc, a highly regarded FTSE 250 Wealth Management company that distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base.Key Details:Location: GlasgowSalary: Up to £28,000 per annum (dependent on...


  • Glasgow, Glasgow City, United Kingdom Barclays Full time

    Job DescriptionCompany Overview: Barclays is a leading global financial services provider.Salary: The estimated salary for this role is £25,000 - £35,000 per annum, depending on experience.Job Description: As a Customer Service Specialist, you will be servicing business banking customers with their everyday needs. This includes taking inbound calls from...


  • Glasgow, Glasgow City, United Kingdom RSM Full time

    Job SummaryThe Financial Services Specialist will play a key role in providing tax advice and guidance to clients in the financial services sector. You will work closely with our team to identify opportunities for growth and development, and implement strategies to achieve business objectives. With a focus on delivering high-quality results, you will build...


  • Glasgow, Glasgow City, United Kingdom Nucleus Financial Full time

    We are Nucleus Financial Platforms, a company dedicated to making retirement more rewarding. We offer a generous salary package of £80,000 - £95,000 per annum for our Senior Manager role, depending on experience.As a Senior Manager, you will contribute to and deliver the second-line outcomes assurance plan, ensuring confidence in customer experiences...


  • Glasgow, Glasgow City, United Kingdom Austin Fraser Full time

    About the RoleWe are seeking a skilled and customer-focused individual to join our team as a Financial Services Customer Service Representative. As a key member of our team, you will be responsible for delivering exceptional customer service experience, ensuring customer satisfaction, and providing information on our products and...


  • Glasgow, Glasgow City, United Kingdom Lusona Consultancy (Financial) Limited Full time

    Job Description: Lusona Consultancy (Financial) Limited is seeking an experienced Accounts Payable Specialist to join our team. This full-time position requires exceptional customer service, strong communication skills, and the ability to work towards deadlines. Estimated salary: £35,000 - £45,000 per annum. Key Responsibilities:Deliver best-in-class...


  • Glasgow, Glasgow City, United Kingdom Investinwestlothian Full time

    Job Type: Full-TimeJob Description:This is a great opportunity to progress your career with Investinwestlothian as a Financial Services Specialist. As part of our Audit & Inspection or Corporate Finance teams, you will cover all aspects of financial management and accountancy support. You will undertake the CIPFA professional accountancy qualification and...


  • Glasgow, Glasgow City, United Kingdom Eden Scott Full time

    Financial Services OpportunityWe are seeking a highly skilled Senior Financial Services Specialist to join our team at Eden Scott. As a key member of our financial services team, you will be responsible for providing exceptional client service and advice to our clients.Key ResponsibilitiesDevelop and maintain strong relationships with clients to understand...


  • Glasgow, Glasgow City, United Kingdom Intrum Full time

    About the Role:We are seeking a Customer Service Representative to join our team in Glasgow, providing financial solutions to customers in need. As a key point of contact, you will be responsible for delivering exceptional customer service, resolving queries and concerns in a timely and professional manner.What You'll Do:Provide tailored financial solutions...


  • Glasgow, Glasgow City, United Kingdom 02 Reed Specialist Recruitment Ltd Full time

    At Reed Specialist Recruitment Ltd, we're seeking a highly skilled Recruitment Consultant to join our team in Glasgow. This is an exciting opportunity to specialise in Financial Services recruitment and build relationships with clients across the region.About the RoleWe're looking for someone who can cultivate strong relationships with new clients through...


  • Glasgow, Glasgow City, United Kingdom Reed Specialist Recruitment Ltd Full time

    As a leader in financial services, Reed Specialist Recruitment Ltd is seeking an experienced Chief Financial Strategist to join their team. This newly created position offers the opportunity to drive growth and success through strategic financial leadership.Main Responsibilities:Team Leadership: Directly manage a team of three finance professionals,...


  • Glasgow, Glasgow City, United Kingdom Countrywide Mortgage Services Full time

    As a Financial Services Trainee, you will be responsible for developing strong relationships with our estate agency teams to provide comprehensive training and support. With an estimated salary of £35,000 per annum, this role offers a competitive remuneration package and uncapped commission opportunities.Responsibilities:Building relationships with the...


  • Glasgow, Glasgow City, United Kingdom Nationwide Specialist Services Full time

    **Job Overview:** At Nationwide Specialist Services, we offer exciting career opportunities for individuals passionate about providing top-notch cleaning services to commercial clients.We are currently looking for a Specialist Outdoor Cleaning Professional to join our team. As an integral part of our cleaning team, you will be responsible for ensuring that...


  • Glasgow, Glasgow City, United Kingdom HSBC Global Services Limited Full time

    Job DescriptionWe are seeking a passionate and skilled Customer Service Professional to join our team at HSBC Global Services Limited. In this role, you will be the first point of contact for customers, taking ownership of their needs and delivering exceptional experiences.Your key responsibilities will include:Providing exceptional customer service,...


  • Glasgow, Glasgow City, United Kingdom Reed Specialist Recruitment Ltd Full time

    Job Description: We are seeking an experienced Financial Operations Director to join our team at Reed Specialist Recruitment Ltd in Glasgow City Centre. The successful candidate will play a key role in ensuring the provision of a strategic finance service is delivered and aligns to the achievement of the company's strategy. The role involves providing...


  • Glasgow, Glasgow City, United Kingdom Nationwide Specialist Services Full time

    **Job Description:** We are seeking a highly skilled Industrial Cleaning Technician to join our team at Nationwide Specialist Services. As a key member of our cleaning team, you will be responsible for delivering high-quality industrial cleaning services to our clients.**Key Responsibilities:**Delivering exceptional cleaning results for a variety of...


  • Glasgow, Glasgow City, United Kingdom NHS National Services Scotland Full time

    About NHS National Services ScotlandNational Services Scotland is a national NHS Board operating at the heart of NHSScotland, providing invaluable support and advice at a strategic and operational level. Our priority is always the same – to improve the health and well-being of the people of Scotland by working in partnership with colleagues across Health...