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Pontoon Solutions

Customer Service Representative (Banking/Financial)

Manchester
Posted 27 days ago
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Customer Service Representative (Banking/Financial) Duration: 12 months Location: Manchester/Hybrid (four days per week in the office) Salary: Competitive

One of our large financial services clients is currently looking for a experienced Customer Service Representative Key Responsibilities: Be the primary point of contact for shareholder inquiries through phone, email, web chat, and written correspondence. Deliver high-quality service while managing client conversations confidently in a busy setting. Execute telephone trades accurately and in line with client instructions and regulatory requirements. Handle both straightforward and complex queries, providing clear and confident technical support. Investigate discrepancies on shareholder accounts with a keen attention to detail and structured problem-solving skills. Drive first-point-of-contact resolution, taking ownership of issues until full closure. Proactively manage open cases, ensuring timely follow-up and a positive client experience. Maintain accountability for the quality and accuracy of all work produced. Adapt quickly to various management processes and service expectations. What We’re Looking For: Previous experience in a client service or contact centre environment is essential. Ability to perform in a regulated, performance-driven environment with clear standards. Confident in making informed decisions and managing workload under pressure. Excellent written and verbal communication skills across multiple channels. Educated to secondary school level, with equivalent experience. to excellence, and apply today to become part of our client’s remarkable team.

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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Graduate Consultant — 2026 Scheme

PwC·London, UK
£35,000/yr

Why you're a good match

Strong

Your 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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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.

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Strong

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.

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Strong

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How to Apply: To apply for this opportunity, please apply with an up-to-date CV. Please note that if you haven't heard from us within 48 hours, your application may not have been successful on this occasion. However, we may keep your details on file for future vacancies and contact you accordingly. Pontoon is an equal opportunities employer and an employment consultancy.

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Skills

Customer Service
Communication Skills
Problem Solving
Attention to Detail
Technical Support
Regulatory Compliance
Client Management
Time Management

Location

Manchester, England, United Kingdom

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