FNZ Group
Customer Service Representative

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Customer Service Representative
Bolton
Permanent
£Competitive + excellent benefits
Role Description:
We’re looking for dedicated customer service advisors to join our supportive, collaborative and simply brilliant team in our Bolton contact centre.
You’ll be the key point of contact for customers when they call in. Providing them with information about their financial products and helping them become self-sufficient with our online platform.
You’ll give a positive customer experience in each and every call, welcoming them in a professional manner.
Reports to: Contact Centre Team Manager
Team Responsibilities:
At FNZ we live and breathe exceptional customer service and the team work collaboratively to ensure we deliver the experience our customers deserve.
As a customer service advisor, you will be an integral part of this team and delivery.
We develop our customer service advisers so they can progress within the team and wider business so you can look forward to on-going training and support, including an induction.
Specific Role Responsibilities:
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.
Start with a chat, not a search bar
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.
See breakdownIt searches the market for you
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.
- Engage customers in genuine, enjoyable conversations to understand their needs
- Managing calls in line with our agreed service levels
- Manage live web chat conversations
- Providing the right solutions for customers
- Consistent achievement of agreed quality auditing
- Attend training sessions to continuously improve knowledge and performance
- Suggest areas for improvements which could result in an enhanced customer experience and/or cost savings to the company
Performance Assessment:
- MI to demonstrate achievement of agreed productivity levels, reviewed in monthly one to one meeting with team manager
- MI to demonstrate achievement of agreed quality auditing level and maintaining process accreditation
- Mandatory training completed and passed by required date
- Breach MI to demonstrate process and financial transactions breaches do not exceed agreed levels
Experience required:
- Passionate about customer service
- Strong attention to detail
- Proficient in the use of technology: telephony and computer systems
- Ability to multi task
- Ability to support and suggest improvements
- Previous experience in a customer service or contact centre environment would be advantageous, and experience within financial services is desirable, but not essential.


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About FNZ
FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back.
We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.
We partner with the world’s leading financial institutions, with over US$2.5 trillion in assets on platform (AoP).
Together with our clients, we empower nearly 30 million people across all wealth segments to invest in their future.
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