FNZ
Customer Service Representative
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Customer Service Advisor
Basingstoke
6 month initial FTC
Hybrid/Flexible Working
Full time & part time roles available
Competitive salary and excellent benefits
Shape the Future of Wealth Management
FNZ is looking for Customer Service Advisors to join our highly successful Contact Centre team in Basingstoke.
This is an exciting opportunity to become part of a supportive, collaborative, and customer-focused team, helping customers get the most from their financial products and services. As one of the key points of contact for our customers, you'll play a vital role in delivering exceptional service and creating positive experiences across every interaction.
Whether supporting customers by phone or through live web chat, you'll provide clear guidance, resolve queries, and empower customers to confidently manage their accounts using our online platforms.
The Opportunity
As a Customer Service Advisor, you'll be responsible for handling inbound customer enquiries and delivering outstanding service across multiple communication channels.
You'll work as part of a collaborative team that genuinely puts customers first, ensuring every interaction is handled professionally, efficiently, and with care.
This role is ideal for someone who enjoys helping people, solving problems, and building positive customer relationships in a fast-paced environment.
What You'll Be Doing
Customer Support & Service Excellence
- Acting as the first point of contact for customer enquiries via telephone and live web chat
- Providing accurate information and guidance relating to customer accounts and financial products
- Delivering a positive and professional experience during every interaction
- Building rapport with customers and understanding their individual needs
- Helping customers become more confident and self-sufficient using FNZ's online services and digital tools
Customer Communication
- Managing inbound calls in line with agreed service levels and quality standards
- Handling live web chat conversations efficiently and professionally
- Providing clear, accurate, and customer-friendly solutions
- Ensuring customer enquiries are resolved effectively and within expected timescales
Reasons to use Rodeo
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.
It 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.
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.
Continuous Improvement & Development
- Participating in ongoing training and development activities
- Building knowledge of products, systems, and customer service best practices
- Sharing ideas and suggestions to improve customer experience and operational efficiency
- Supporting team initiatives that contribute to service excellence
Team Collaboration
- Working closely with colleagues and team leaders to achieve service targets
- Contributing positively to team performance and customer outcomes
- Supporting a culture of collaboration, learning, and continuous improvement
What We're Looking For
You'll be passionate about customer service and committed to delivering outstanding experiences for every customer.
Key Skills And Experience:
- Previous experience in customer service, contact centre, financial services, or a customer-facing environment
- Excellent verbal and written communication skills
- Strong attention to detail and accuracy
- Ability to build rapport and engage confidently with customers
- Comfortable using telephony systems and computer applications
- Strong organisational and multitasking skills
- A proactive and problem-solving mindset
- Ability to work effectively both independently and as part of a team
- Enthusiasm for learning and personal development
What You'll Need To Succeed At FNZ
- A genuine passion for helping customers
- A positive, professional, and empathetic approach
- The ability to remain calm and focused in a fast-paced environment
- Strong listening and problem-solving skills
- Confidence adapting to changing priorities and customer needs
- A commitment to achieving high standards of quality and service
- A collaborative attitude and willingness to support colleagues
Why Join FNZ?
At FNZ, you'll be part of a high-growth, global organisation transforming wealth management through technology and innovation.
We Offer:
- Competitive salary and benefits package
- Flexible working arrangements
- Full-time and part-time opportunities
- Comprehensive induction, training, and ongoing development
- Global career opportunities across the UK, Europe, North America, South Africa, and APAC
- Private health and life insurance
- Paid parental and volunteer leave
- Fully funded learning and professional development opportunities
- A friendly, inclusive, and supportive team environment
- Clear opportunities for progression within the Contact Centre and wider FNZ business
Get help with your application
Your very own career expert that helps elevate your application to the next level.
About FNZ
FNZ is committed to opening up wealth by making wealth management more accessible. We partner with leading financial institutions around the world to provide technology-enabled solutions that help millions of people invest for their future.
With a global presence spanning over 30 countries, FNZ combines innovation, technology, and expertise to transform the wealth management industry.
Opening hours are 8am – 6pm Monday – Friday and 9am – 1pm Saturday. There are both full and part time roles available. We offer a flexible working environment that allows team members to find a working pattern that suits their needs and empowers them to achieve their goals.
Ready to begin your career with a global FinTech and make a real difference to customers every day?
Apply now to join FNZ as a Customer Service Advisor.
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.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills