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Customer Services Agent

  • Job
    Junior (1-2 years)
  • Customer Relations
  • Bristol

AI generated summary

  • You need customer service experience, a focus on customers, ability to adapt, communication skills, organization, computer literacy, self-motivation, and teamwork.
  • You will provide exceptional service to Private Client customers, handling administration, phone inquiries, and providing support on investment products.


  • This might be the right role for you if you already have good customer service experience, some experience in the banking industry would be an advantage, but isn't essential. We'll be looking for:
  • A commitment to focusing on your customer first and foremost
  • The enthusiasm to learn and develop your expertise in this area
  • Great communication skills, including the ability to adapt to different kinds of customer
  • Excellent planning and organisational skills, and computer literacy
  • A self-motivated approach, and the ability to work productively as part of a team


  • You will provide a first-class customer service experience to new and existing Private Client customers, this will include administration and telephone activities. This is a chance to broaden your banking experience and to take of advantage of great training and development opportunities, as you provide support to our customers on a range of investment products.
  • The main features of your role will include:
  • Providing an outstanding level of service and developing productive and trusting relationships with our customers.
  • Maintaining and developing your knowledge and awareness of the products and services we offer.
  • Carrying out system and process administration to make sure that all customer records are up to date.
  • Speaking to customers by phone and resolving queries on a range of specialist banking investment products.


What are the main responsibilities of a Customer Services Agent in Bristol?

As a Customer Services Agent in Bristol, your main responsibility will be to provide excellent customer service to investment products customers within the Private Client and Advice Investment Services team. You will handle customer queries, provide support, and ensure customer satisfaction.

What skills are necessary to succeed as a Customer Services Agent in this role?

To succeed as a Customer Services Agent in this role, you will need strong customer care skills, effective communication abilities, and a keen attention to detail. Additionally, the ability to learn quickly, adapt to new information, and work well in a team setting are important qualities.

What training and qualifications will I receive as a Customer Services Agent in Bristol?

You will receive top class training as a Customer Services Agent in Bristol, with the opportunity to work towards gaining a highly recognised CF1 qualification within your first six months. This training will equip you with the knowledge and skills needed to excel in this role and potentially advance in your career.

How will working as a Customer Services Agent in Bristol benefit my long-term career goals?

Working as a Customer Services Agent in Bristol will provide you with valuable experience in customer service, investment products, and financial services. The skills and qualifications you gain in this role could lay the foundations for the rest of your career, opening up opportunities for advancement and growth within the industry.

A relationship bank for a digital world. We champion potential.

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Mission & Purpose

We’re a business that understands when our customers and people succeed, our communities succeed, and our economy thrives. As part of our purpose, we’re looking at how we can drive change for our communities in enterprise, learning and climate. As one of the leading supporters of UK business, we’re prioritising enterprise as a force of change. We’re focusing on the people and communities who have traditionally faced the highest barriers to entry and figuring out ways to remove these. Learning is also key to our continued growth as a company in an ever changing and increasingly digital world. By setting a dynamic and leading learning culture, our people prosper, and our customers are given the tools to continue to improve their financial capability and confidence. One of the biggest challenges we all face in our future is climate change. That’s why we’ve put it right at the core of our purpose. We want to champion climate solutions with financing and entrepreneurial support, fully embed climate into our culture and decision making, and be climate positive by 2025. We’re committed to using our purpose to break down barriers, drive change and ultimately create a great place to work.