Customer Service Officer

 The business combines financial strength and stability with a collaborative, supportive culture. Their Customer Services function operates across Manchester and Leeds, with a well established team and structured development pathways.

Customer Services Officer

Financial Services
Leeds city Centre – Hybrid after probation

£27,300 + structured progression + Benefits
Start Date: 23rd March 2026

Training and progression

• 6 week structured training programme, 4 weeks classroom based and 2 weeks supported desk learning
• Tiered progression framework with salary progression up to £30,800
• Annual PDP reviews

We are delighted to be representing a leading UK investment platform operating at scale within a regulated financial services environment. With nearly 30 years in the market and managing billions of customer asset and offering a range of financial products to customers.

Role Overview

This is a customer first, inbound position within a specialist contact centre environment where you will handle customer interactions both on the phone and respond to secure messages via app, web and mobile platforms. You will take ownership of each interaction, ensuring customers receive clear, accurate information while following regulatory processes and maintaining high standards of compliance.

Responsibilities of the Customer Services Officer:

• Deliver high quality customer service across phone and written channels
• Accurately process customer instructions and account updates
• Navigate multiple internal systems while speaking with customers
• Maintain data accuracy and regulatory compliance
• Manage a varied workload including complex pension and transfer queries
• Take personal ownership of customer outcomes
• Contribute positively to a collaborative team environment

Key Skills and Experience for the Customer Services Officer:

• Strong customer service background, contact centre experience beneficial but not essential
• Experience in customer-facing roles such as retail, hospitality or service environments welcomed
• Excellent verbal and written communication skills
• High resilience and ability to remain composed under pressure
• Strong attention to detail and data accuracy
• Confident using multiple IT systems simultaneously
• Stable career history with demonstrated commitment

Financial Services or FCA regulated experience is advantageous but not required. Full training is provided. What matters most is genuine customer focus, professionalism and a desire to build a long term career.

Working hours

37.5 hours per week, Monday to Friday. Rotating shifts between 7:45am and 5:45pm. Every 8 weeks, once trained, one late shift week of 12:30pm to 9:00pm may apply.