Customer Service Specialist

Do you enjoy helping people, solving problems, and delivering outstanding customer service? Are you looking for a company that will invest in your development and provide genuine opportunities to progress?

We're recruiting for a Client Services Advisor to join a thriving, award-winning financial services organisation based in Newcastle. With over 500 employees and continued growth, this is an exciting opportunity to join a business that values ambition, rewards success, and supports long-term career development.

We're looking for motivated individuals from customer service, administration, hospitality, retail, contact centre, or similar backgrounds who are passionate about delivering an exceptional customer experience.

As a Client Services Advisor, you'll become a trusted point of contact for clients, helping them manage their investment portfolios and ensuring they receive outstanding support throughout their journey. This is a fast paced role, phone heavy and target driven.

• Building strong relationships with clients and providing regular updates.
• Working closely with Financial Advisers to deliver excellent client outcomes.
• Managing client records and administrative processes.
• Responding to product and account-related enquiries.
• Supporting business improvement initiatives and helping to enhance the client experience.
• Managing multiple priorities in a fast-paced environment.
• Maintaining accurate electronic and paper-based records.

• We're interested in people who:
• Have experience in customer service, administration, retail, hospitality, contact centres, or similar roles.
• Enjoy speaking with customers and building positive relationships.
• Are highly organised and can manage multiple tasks effectively.
• Have strong communication skills and attention to detail.
• Are confident using Microsoft Office and business systems.
• Want to learn, develop and build a long-term career.

Most importantly, we're looking for individuals with a positive attitude and a genuine passion for helping customers.

• Starting salary of £26,437
• Realistic OTE of £34,000
• Monthly bonus opportunities up to £750
• Full training programme
• Permanent, full-time position
• Company pension scheme
• 22 days holiday plus bank holidays, increasing with service
• Excellent career progression opportunities
• Professional qualifications funded by the business

Future career paths into Financial Advice, Compliance, Operations, Risk, Team Leadership and more

This is a fantastic opportunity for someone looking to move into a professional environment where hard work is recognised and rewarded. Whether you're currently working in retail, hospitality, customer service, administration, or another client-focused role, this position could be the first step towards a highly successful career in financial services.

If you're ambitious, customer-focused, and ready for your next challenge, we'd love to hear from you.