Customer Service Executive (Financial Services)
Customer Service Executive
£23,809.50 per annum
Hybrid Working - 1-2 days per week in the Cardiff Office
37.5 Hours Per Week | You will work a 7.5 hour shift between the hours of 8am - 8pm Monday-Friday, and 1 in 3 Saturdays (9am - 2pm)
Be the voice of Target. Make a genuine difference to every customer you speak to.
Do you love helping people, solving problems and delivering brilliant service? As a Customer Service Executive, you’ll be the first person our customers speak to — and the one who sets the tone for their entire experience with us.
You’ll handle a wide variety of queries across multiple client accounts, from settlement quotations and payments to updating personal details, managing correspondence and processing mortgage applications. If you’re passionate about getting it right first time and delighting customers, this is the perfect role for you.
What you’ll be doing
Every day, you’ll play a vital role in making our customers feel supported and understood. You will:
- Have friendly, confidence‑building conversations over the phone and via email
- Treat every customer fairly, ensuring they receive a compliant and positive outcome
- Understand customer queries and resolve them in line with client policies and procedures
- Follow our standard practices and processes to deliver consistent, high‑quality service
- Spot opportunities to improve how we do things and share your ideas
- Work towards clear performance measures — including quality, complaints and behaviours
What it’s like to be part of the team
You’ll join a hardworking, supportive team led by a Customer Manager and Expert who are invested in your success. Expect:
- Regular 121s, huddles and coaching sessions
- Constructive feedback that helps you grow
- A fun, dynamic environment where wellbeing matters
- Recognition for great work via our My Recognition portal
- Real opportunities to develop your skills and progress your career
We care about creating a positive, enjoyable culture where you can bring your best self to work.
Requirements
What you’ll bring
You’re someone who is:
- Passionate about delivering fantastic customer service
- Calm, reassuring and confident on the phone
- Resilient, adaptable and able to learn quickly
- Proactive, inquisitive and naturally good at problem‑solving
- Proud of doing a great job and exceeding expectations
You might have:
- Customer service experience
- Contact centre experience
or simply the drive and capability to deliver exceptional service.
Benefits
Why join us?
- A varied, meaningful role with real customer impact
- Supportive leaders who help you succeed
- A fun, energetic and inclusive team culture
- Clear development pathways and career progression
- Regular recognition and genuine appreciation
We also offer industry leading benefits to our colleagues…
- 30 days holiday entitlement plus bank holidays (That’s right – 30 days from Day 1)
- Defined Pension Contribution Scheme (Employer matched up to 6%). Plus, option to contribute via Salary Exchange (alternatively known as Salary Sacrifice)
- Employee Discount Scheme, access to discounts and offers across 100s of leading retailers. Plus, cashback on purchases
- Company Paid Private Medical Insurance (benefit in kind)
- Group Life Assurance
- Group Income Protection
- Discretionary Annual Pay Review
- Discretionary Annual Bonus Scheme
- Loyal Service Scheme
- Help@Hand – Confidential access to health and wellbeing support to include Employee Assistance Program
- Free Flu Vaccinations, Eye Tests and employer contribution towards glasses
- Recognition Scheme
- Free Mortgage Advice and Support
- Wisdom Wellbeing, your go to for wellbeing resources and solutions
- Everest Funeral Concierge
- Free Bereavement and Probate Advice and Support
- Access to a GP 24 hours a day, 7 days a week, 365 days a year through GP24
- Paid eye tests and employer contribution towards spectacles specifically for VDU use.
You can also select other benefits, we cover the upfront cost and make monthly deductions from your pay, interest free!
- Technology Buying Scheme
- Discounted Gym Memberships
- Taste Card / Coffee Club Membership
- Charitable Payroll Giving
- Cycle to work Scheme (Salary Sacrifice)
If you’re ready to be the friendly voice that makes a customer’s day a little easier — we’d love to hear from you.