Customer Service Representative
alphabeinsightinc
Customer Service Representative
fnz· UK | FNZ (UK) Ltd
About this role
Customer Service Representative
Bolton
Permanent
£Competitive + excellent benefits
Role Description:
We’re looking for dedicated customer service advisors to join our supportive, collaborative and simply brilliant team in our Bolton contact centre.
You’ll be the key point of contact for customers when they call in. Providing them with information about their financial products and helping them become self-sufficient with our online platform.
You’ll give a positive customer experience in each and every call, welcoming them in a professional manner.
Reports to: Contact Centre Team Manager
Team Responsibilities:
At FNZ we live and breathe exceptional customer service and the team work collaboratively to ensure we deliver the experience our customers deserve.
As a customer service advisor, you will be an integral part of this team and delivery.
We develop our customer service advisers so they can progress within the team and wider business so you can look forward to on going training and support, including an induction.
Specific Role Responsibilities:
Engage customers in genuine, enjoyable conversations to understand their needs
Managing calls in line with our agreed service levels.
Manage live web chat conversations
Providing the right solutions for customers
Consistent achievement of agreed quality auditing
Attend training sessions to continuously improve knowledge and performance
Suggest areas for improvements which could result in an enhanced customer experience and/or cost savings to the company.
Performance Assessment:
MI to demonstrate achievement of agreed productivity levels, reviewed in monthly one to one meeting with team manager
MI to demonstrate achievement of agreed quality auditing level and maintaining process accreditation
Mandatory training completed and passed by required date
Breach MI to demonstrate process and financial transactions breaches do not exceed agreed levels.
Experience required:
Passionate about customer service
Strong attention to detail
Proficient in the use of technology: telephony and computer systems
Ability to multi task
Ability to support and suggest improvements
Previous experience in a customer service or contact centre environment would be advantageous, and experience within financial services is desirable, but not essential.
Apply now to join FNZ as a Customer Service Representative and start a career with purpose and potential.
#LI-KL1
About FNZ
FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back.
We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.
We partner with the world’s leading financial institutions, with over US$2.5 trillion in assets on platform (AoP).
Together with our clients, we empower nearly 30 million people across all wealth segments to invest in their future.
Frequently Asked Questions
Is the salary disclosed for the Customer Service Representative position at fnz?
The salary for this Customer Service Representative role at fnz is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Customer Service Representative position at fnz located?
This Customer Service Representative role at fnz is based in Bolton - United Kingdom. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Customer Service Representative role at fnz full-time or part-time?
This is listed as a Full time position. It is posted as a Customer Service Representative role in the UK | FNZ (UK) Ltd department at fnz.
Which team or department does the Customer Service Representative at fnz belong to?
This Customer Service Representative position is part of the UK | FNZ (UK) Ltd department at fnz. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Customer Service Representative position at fnz?
Click the "Apply Now" button on this page. You will be redirected to fnz's official application portal hosted on workday where you can submit your application directly.
When was the Customer Service Representative job at fnz posted?
This Customer Service Representative position at fnz was posted on Sep 22, 2026. Apply as soon as possible — early applications are often reviewed first.
Customer Service Representative
fnz
You'll be redirected to fnz's official application page on Workday.