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Customer Accounts Advisor

England Permanent £25,000 - £32,000 per year View Job Description
The Customer Accounts Advisor role involves supporting clients by managing their accounts and providing excellent service within the financial services sector. This position is based in Cardiff and is ideal for someone with strong organisational skills and attention to detail.
  • Join a growing business
  • Opportunity to grow and develop in the role

About Our Client

The employer is a well-established business in the financial services sector. As a medium-sized organisation, they specialise in delivering tailored solutions to their clients while maintaining a professional and efficient working environment.

Job Description

  • Manage and maintain customer accounts with accuracy and efficiency.
  • Respond to client inquiries and provide clear, professional communication.
  • Assist with account reconciliations and resolve any discrepancies promptly.
  • Ensure compliance with company policies and industry regulations.
  • Support the team with administrative tasks as required.
  • Analyse account data to identify trends and opportunities for improvement.
  • Collaborate with colleagues to enhance customer satisfaction.
  • Provide regular updates and reports to management on account activities.

The Successful Applicant

A successful Customer Accounts Advisor should have:

  • Experience within the financial services industry or a related field.
  • Strong organisational and time-management abilities.
  • Proficiency in using account management software and tools.
  • Attention to detail and a commitment to accuracy.
  • Excellent communication skills, both written and verbal.
  • A proactive approach to problem-solving and decision-making.

What's on Offer

  • Competitive salary ranging from £25,000 to £32,000 per annum.
  • Permanent position based in Cardiff, offering stability and growth opportunities.
  • Comprehensive benefits package.
  • Opportunities to develop within the financial services sector.
  • Supportive company culture promoting collaboration and professional growth.



This is an excellent opportunity for a motivated individual to join a respected organisation in Cardiff. If you are ready to take the next step in your career as a Customer Accounts Advisor, apply today!

Contact
Jake Cammack
Quote job ref
JN-122025-6901959
Phone number
+44 117 906 5137

Job summary

Job function
Business Support
Subsector
Call centre
Sector
Financial Services
Location
England
Contract type
Permanent
Consultant name
Jake Cammack
Consultant phone
+44 117 906 5137
Job reference
JN-122025-6901959