Customer Care Agent

Neilson Financial Services Limited; Windsor; Hybrid; GBP 25,000 - 30,000; Full time

Job summary

A financial services company in the United Kingdom is looking for a Customer Service Agent to provide exceptional customer service in a fast-paced environment. The role involves managing customer inquiries, maintaining client records, and collaborating with teams to resolve issues. Candidates should possess strong communication and problem-solving skills, with experience in customer service preferred. The company offers competitive salary, work-from-home options, and opportunities for growth.

Benefits

Competitive salary

2 days work from home

Quarterly team nights out

Opportunities to grow and develop

Qualifications

• Proven experience in a customer service role, preferably in a financial services environment.
• Exceptional communication and listening skills.
• High level of attention to detail and accuracy in data entry.

Responsibilities

• Deliver outstanding service to customers by addressing enquiries and requests promptly.
• Maintain accurate client records and comply with regulatory requirements.
• Proactively identify and report trends in customer enquiries.

Skills

Customer service experience

Communication skills

Problem-solving skills

Attention to detail

Time management

CRM systems proficiency

Tools

Microsoft Office

Job description

Customer Service Agent

Start date: 19th January 2026

We are seeking a Customer Care Agent who is enthusiastic about providing exceptional customer service and thrives in a target-driven environment. The ideal candidate should be an excellent communicator with a keen attention to detail and the ability to handle pressure well. While knowledge of Financial Services is advantageous, it is not mandatory.

Responsibilities

• Deliver outstanding service to customers by addressing enquiries and requests promptly and managing the delivery of customer correspondences within the agreed company framework, timescale and deadlines
• Maintain accurate client records and comply with regulatory requirements on all matters
• Assist customers in making tailored changes to their policies as per their needs
• Adhere to processes and procedures for all service-related matters and elevate upwards as appropriate
• Contribute towards projects designed to improve the service offered by the business
• Handle the administration of organisational claims process
• Proactively identify and report trends in customer enquiries to help improve products and services
• Collaborate with cross-functional teams to resolve complex customer issues and ensure customer satisfaction
• Participate in ongoing training and development programmes to enhance product knowledge and customer service skills
• Maintain a high level of confidentiality when handling sensitive customer information
• Achieve and exceed performance targets related to customer satisfaction, call handling times, and first-call resolution rates

Knowledge & Skills

• Proven experience in a customer service role, preferably in a financial services environment.
• Ability to manage stress and maintain performance in a target-driven environment.
• Exceptional communication and listening skills, with the ability to explain complex information clearly and concisely.
• High level of attention to detail and accuracy in data entry and record-keeping.
• Prior knowledge or experience in Financial Services is a plus but not required.
• Proficiency in using customer relationship management (CRM) systems and Microsoft Office suite.
• Strong problem-solving skills and ability to think critically to resolve customer issues.
• Excellent time management skills and ability to prioritise tasks effectively.
• Flexibility to adapt to changing processes and procedures in a dynamic work environment.
• Ability to work collaboratively in a team whilst also being self‑motivated and able to work independently.
• Resilience and patience when dealing with challenging customer situations.
• Basic understanding of regulatory requirements in the financial services sector is desirable.

Why should you choose Neilson?

• A competitive salary
• 2 days work from home
• Quarterly team nights out
• A dynamic company with an engaging environment
• Opportunities to grow and develop within the company
• We are a business that truly recognises our staff and their achievements