1st Formations
Customer Service Executive

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About 1st Formations
At 1st Formations, we empower entrepreneurs to start, run, and grow their businesses with confidence.
Running a business shouldn’t be slowed down by company formation, statutory compliance, accounting, or payroll. From day one, these essentials should be seamless, reliable, and intelligently handled — freeing founders to focus on building and scaling.
We’re a leading UK provider of company formation and compliance services, building a modern, fully integrated technology platform that supports founders at every stage of their journey. Our platform brings together formation, compliance, accounting, payroll, and ongoing business support in one cohesive experience.
No stitched-together services.
No legacy workflows disguised as software.
Just a single, scalable platform built for ambitious founders who want to move fast, stay compliant, and grow with confidence.
Why Join Us Now?
You’ll be joining a business with strong momentum, clear direction, and real opportunity for progression.
- £18m annual revenue, including £9m ARR
- Over 1 million companies formed
- Certified B Corp and Carbon Neutral Business
- Forecast to grow 5x–10x over the next three years
The Role
The Customer Service Executive is part of our Customer Service Team and reports to the Head of Customer Services. You'll be the voice of 1st Formations for founders and business owners, supporting them by phone, live chat and email. You'll answer their questions, resolve their issues and give them a smooth experience from start to finish.
This role suits someone with solid customer service experience who does well in a fast-paced, multichannel environment. You should enjoy solving problems and care about getting things right for the customer the first time.
Reasons to use Rodeo
I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?
Honest answer — it depends on where you want to end up. A lot of top grad schemes (Big 4, civil service, banking) don’t need a masters. Let’s look at the ones you’d be competitive for now, and we can decide if a masters actually adds anything.
Also worth knowing: most autumn 2026 applications are open now. Timing matters more than you think.
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Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
Graduate Consultant — 2026 Scheme
Why you're a good match
StrongYour economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.
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Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Why you're a good match
You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.
Experience fit
Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Key Responsibilities
- Deliver exceptional customer service with professionalism and empathy, driving high CSAT scores and positive public reviews
- Meet response SLAs across phone, live chat and email, escalating proactively when targets are at risk
- De-escalate and resolve customer complaints, documenting outcomes and root causes
- Act as a product expert on company formation, keeping up to date with changes to our products, services and policies
- Collaborate with cross-functional teams to resolve complex issues and support process improvements
- Manage multiple channels and priorities while keeping accurate case notes and adhering to regulatory and compliance requirements
- Learn new systems quickly and contribute to continuous improvement and peer coaching
- Highlight areas for improvement, give feedback on processes and recommend changes that raise customer satisfaction
What We Are Looking For
- At least 2 years' experience in customer-facing roles supporting multiple contact channels (phone, email, live chat and/or social)
- Experience handling high-volume, fast-paced customer interactions and switching confidently between channels
- A track record of meeting operational KPIs and working to defined performance targets
- Experience handling escalations, de-escalating complaints and reaching satisfactory resolutions
- Proven ability to work with cross-functional teams to resolve complex customer issues
- Excellent written and verbal communication skills, with strong attention to detail
- Proficiency with CRM and ticketing systems (HubSpot preferred) and standard office tools (MS Office/Google Workspace)
- Customer focus, empathy and active listening, with the ability to tailor your approach to each customer
- Sound judgement and problem-solving skills, including knowing when to escalate
- A quality-focused, adaptable and collaborative mindset, and comfort with change


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What We Offer
- Competitive salary and a comprehensive benefits package
- 37.5 hours per week, Monday to Friday
- Hybrid working: 3 days in the office (Monday, Wednesday and Friday) and 2 days from home, after an initial 1–3 months fully office-based while you settle in and train
- Real opportunities for progression as the business scales
- The chance to shape customer experience and influence how our products and processes evolve
- A culture that values ownership, impact and continuous learning
Equal Opportunities
1st Formations is an equal opportunity employer and is committed to creating a diverse and inclusive workplace. We consider all applicants for employment without regard to race, colour, religion, sex, national origin, sexual orientation, age, citizenship, marital status, criminal history, disability, or gender identity. We encourage individuals from all backgrounds to apply. If you have a disability or special need that requires accommodation, please let us know.
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