Job Vacancy Details


Customer Services Administrator x 2

Categories Full-Time, Permanent
Date Posted
April 5, 2018
Ref No
Salary – £
Location of Job
Leeds 11
Job Details


Our prestigious client has 2 exciting opportunities to join their busy operational team as a Customer Services Administrator. They ideally seek a candidate who has experience of working within the Financial Services or Banking industries or has a strong administrative background, working in a high-volume processing environment.


On a day to day basis, you will be carrying out duties relating to investors, answering calls and responding to emails from Independent Financial Advisors, private investors, fund managers and other clients.


What being an Administrator in the Customer Services team involves:

  • Answering enquiries from investors and their representatives, by telephone or e-mail
  • Providing the broadest range of information about the investor’s holding, transactions undertaken, the funds in question, and the services being offered
  • Attempting to resolve queries at first point of contact, or escalate if needed
  • Updating systems and arranging any necessary correspondence
  • Providing information on request regarding the funds and changes that may impact them
  • Call filtering – passing calls for other departments through to them when required


The experience and skills required are as follows: –

  • G.C.S.E Maths and English grade ‘C’ or above, or equivalent


  • Excellent communication skills, both written and verbal
  • Previous experience of working within a Contact Centre or in a Customer Services role
  • Ability to work under pressure and to tight deadlines
  • Good problem-solving skills
  • Excellent attention to detail and accuracy
  • Good organisation and time management skills
  • Ability to prioritise
  • Ability to adapt to changing situations
  • Good team working attitude
  • Ability to process and interpret complex information
  • Good understanding of Microsoft Office
  • Ideally, you will have experience of working within Financial Services, but this is not essential


The starting salary is £17500 and our client offers 23 days holidays which increases in-line with service. Benefits include pension scheme, life cover and the opportunity to opt-in to additional benefits such as Private Medical Insurance, Dental Insurance, Childcare Voucher Scheme etc.  There is on-site parking, a subsided canteen and high street coffee shops along with a free shuttle bus from Leeds Bus and Train Stations.  The location is close to the White Rose Shopping Centre along with easy access to most major motorways.


Our client wants their administrators to become well-respected industry professionals, so as part of the role they will be offering full study support for the Investment Operations Certificate. They will provide books, regular lecturing, mock exams, study leave and a community that can really support you through your studies. The IOC forms part of the Chartered Institute of Securities and Investment and is recognised as a Professional Qualification in over 50 countries.


If you would like to apply for this role, please forward your details clearly outlining the required skills and experience to


Candidates will be required to attend THE Agency offices in Cleckheaton, to register and complete a short interview. If shortlisted, candidates will be required to attend an interview with our client.


GDPR Disclaimer: Please appreciate that whilst we review all CV’s and applications, due to the high volume that we receive on a regular basis, we only respond to candidates that have

been successful with their application. As such, if you do not hear from us within 14 working days, please accept that your application has been unsuccessful. Additionally. please note

that sending a CV does not constitute a registration with THE Agency (Recruitment) Limited. In line with GDPR we will permanently delete information for all unsuccessful applications

and we will not keep candidate information on file for future vacancies at this stage of our process.

How to Apply

To apply for this vacancy, please make a note of this Vacancy’s Title: Customer Services Administrator x 2 and Reference Number: TAP1352/3 and apply by email using the email address above.

When emailing, please make sure you include this Vacancy’s Title Customer Services Administrator x 2 AND Reference Number TAP1352/3, in your email’s subject line and don’t forget to attach your CV as a Microsoft Word™ or as an RTF (Rich Text Format) document. Other formats such as PDF or Microsoft Publisher™ documents may be rejected.

Please note: We review all CVs and applications that are sent to us, however due to the large volume that we receive on a regular basis, please be aware that we only respond to those candidates that have been successful with their application. As such, if you do not hear from us within 14 working days, your application has been unsuccessful.

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