Customer Service Advisor

Search • Permanent • Leeds, West Yorkshire, England, United Kingdom • £25.80k / year • 11h ago

Customer Service
Central Leeds
Permanent | 35 hours per week
£25,800
Monday-Friday
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Are you passionate about helping people navigate challenging financial situations?
Do you thrive in a role where problem solving, communication and attention to detail are key?
We're working with a well-established organisation looking for a Customer Service Specialist to join their team. This is a fantastic opportunity for someone with strong customer service, negotiation or case management experience who enjoys working in a fast-paced, people-focused environment.
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The Role
You'll manage a caseload of clients, supporting them through key stages of finding a sustainable financial solution. This includes gathering and reviewing information, identifying any gaps, and ensuring cases progress efficiently and accurately.
You'll act as a main point of contact for clients, handling sensitive conversations with empathy and professionalism while working towards outcomes that balance both individual circumstances and wider business considerations.
Responsibilities include:
* Managing your own caseload from initial enquiry through to outcome
* Reviewing financial information and supporting documentation
* Speaking with clients to understand their situation and provide guidance
* Handling complex and sometimes sensitive discussions confidently
* Preparing clear, accurate documentation and maintaining records
* Liaising with third parties and negotiating realistic outcomes
* Ensuring all work meets internal and regulatory standards
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About You
We're keen to hear from candidates who have experience in a customer-focused or regulated environment and are confident managing detailed, sometimes complex conversations.
You will have:
* Excellent communication and interpersonal skills
* Strong attention to detail and analytical ability
* Confidence handling sensitive situations and negotiating outcomes
* The ability to manage workloads and prioritise effectively
* A proactive, resilient and adaptable approach
Experience in financial services, collections, complaints, customer resolutions or case management would be advantageous but is not essential.
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What's on Offer
* Hybrid working model
* Supportive and collaborative team environment
* Full training provided
* Opportunity to develop skills within a specialist area
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If you're looking for a role where you can make a real difference while developing your career, apply today.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

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