Customer Services Representative – 8 months FTC

Ref: TAP1537/2458V
Location: Leeds, LS1
£18,500.00 pro-rata


This is an exciting opportunity to join a busy operational team as a Customer Services Representative.

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.

Duties also include:

  • 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 require

About You:
They ideally seek a candidate who has experience of working within the Financial Services or Banking industries or has contact centre experience, working in a high-volume processing environment.

Candidates need to have strong organisational and time management skills with the ability to prioritise tasks. The ability to work well under pressure and keep to tight deadlines is crucial, whilst maintaining a high level of accuracy and attention to detail.

Candidates Must Have:

  • GCSE 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 Customer Services role
  • Good problem-solving skills
  • Good organisation and time management skills
  • Ability to adapt to changing situations
  • Good team working attitude
  • Ability to process and interpret complex information
  • Good understanding of Microsoft Office
  • Experience of working within Financial Services (desirable)

Benefits of working for our client include:

  • 23 days holidays which increases in-line with service - pro-rata
  • Pension scheme, life cover and the opportunity to opt-in to additional benefits such as Private Medical Insurance, Dental Insurance, Childcare Voucher Scheme, Cycle to work scheme etc.
  • Subsidised canteen serving breakfast and lunch
  • Subsidised high street coffee shops on site
  • Free office fruit baskets delivered twice per week


THE application

How to Apply

When you forward your details using the form below, please make sure that you clearly outline how you meet the criteria for required skills and experience.

Don’t forget to attach the most recent copy of your CV as a Microsoft Word™ or as an RTF (Rich Text Format) document. Please do not send a PDF or Microsoft Publisher™ documents, as these may be rejected.

Candidates must be available to attend our offices in Cleckheaton for registration. You may need to be available for interview with our client at short notice. Please check the vacancy information carefully for further information on this. If you are unsure, please do not hesitate to ask.

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.

GDPR Disclaimer: 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.