Customer Service Administrator

Forrest Recruitment

PERM Customer Service Administrator

Mon to Fri, Full Time, 34 Hours Per Week.

£25,000

Manchester City Centre Based

A financial services provider based in the heart of Manchester City Centre are looking for a confident, customer-focused Customer Service Administrator to join their growing operations team. This role is ideal for someone with financial services experience, who thrives on helping customers, enjoys problem-solving, and takes pride in delivering accurate, high‑quality service.

Responsibilities as a Customer Service Administrator

• Managing product enquiries via telephone and email

• Handling new account enquiries and providing clear product information to potential customers

• Supporting customer retention and discussing reinvestment options

• Processing new applications, transfers (in/out) and account servicing requests

• Handling withdrawals, payments and customer transactions

• Calculating and administering claims

• Maintaining accurate, compliant customer records

• Providing clear, professional guidance to customers on their accounts

Desirables as a Customer Service Administrator

• Proven 2 years customer service experience, ideally within financial services

• An understanding of ISA products and/or savings accounts will prove a strong advantage

• Excellent communication skills, both written and verbal

• A calm, patient and team approach

• Someone proactive, reliable and genuinely passionate about helping customers

Benefits 

Includes private healthcare, birthday paid day off and an early finish every Friday – to name a few!

Interested? To secure an interview, please apply now!

Due to the high volume of applications, only candidates successfully shortlisted will be contacted.

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Application opens at the source listing. Free for jobseekers.