Customer Service Associate

Fintel

Customer Service Associate supporting financial advisers using Defaqto’s fintech software platforms. Handling customer cases, calls, emails, documentation, and product support in a hybrid role.

Posted 8/4/2026full-timeHaddenham • 🇬🇧 United KingdomJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong customer service skills with a focus on problem-solving and effective communication. Proficient in managing customer inquiries and utilizing Microsoft Dynamics CRM and Microsoft Teams to enhance the customer experience.

Highest-signal resume keywords

Customer Service PrinciplesMicrosoft Dynamics CRMMicrosoft TeamsVerbal And Written CommunicationOrganisational And Time-Management Abilities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

IT LiteracyProblem-SolvingAttention To DetailCase ManagementSupport Documentation

Soft Skills

EmpathySelf-MotivationCollaborationAdaptabilityProactivity

Tools & Technologies

Microsoft Dynamics CRMMicrosoft TeamsOnline Meeting Tools

Industry Keywords

Customer-Facing ExperienceCustomer Experience ImprovementSupport DocumentationTraining Delivery

About the role

Key responsibilities & impact

Act as a first point of contact for customers, handling a high volume of inbound calls and emails and taking ownership through to resolution
Triage incoming queries, accurately assess each issue, and prioritise it appropriately
Listen carefully and empathetically to understand customer issues before acting
Follow up with financial advisers and liaise with internal teams to investigate and resolve complex cases, keeping stakeholders updated
Log and manage cases accurately in Microsoft Dynamics CRM and the ticketing system
Deliver a great customer service experience on every interaction
Build and continually expand knowledge of Defaqto’s software platforms and products
Write and maintain clear support documentation and internal knowledge resources
Potentially deliver occasional customer training on the software after becoming familiar with the products
Work closely with colleagues and advisers using Microsoft Teams to resolve issues
Identify recurring customer issues or feature requests and raise them with relevant teams
Support team initiatives that improve the customer experience

Requirements

What you’ll need

Educated to A-Level standard or equivalent; a degree is beneficial but not essential
Strong IT literacy and ability to learn new systems and tools quickly
Understanding of customer service principles and best practices
Familiarity with online meeting and presentation tools such as Microsoft Teams
Excellent verbal and written communication skills
Strong organisational and time-management abilities
Problem-solving mindset with attention to detail
Customer-facing experience is advantageous, but not required
Experience delivering presentations or demonstrations is helpful
No prior software training experience required; full training will be provided
Self-motivated and proactive with a can-do attitude
Eager to learn and develop new skills
Collaborative and adaptable in a fast-paced, changing environment
Customer-focused and empathetic

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Fintel Website LinkedIn All Job Openings 501 - 1000 employees Founded 2002 💼 Consulting 📣 Marketing 💸 Finance 💰 $158.5M Post-IPO Debt - Fintel on 2025-07 Consulting
Marketing
Finance Fintel is a UK-based company that connects and simplifies the retail financial services sector by providing advisory, data, and platform services to financial professionals and product providers. With multiple brands and over 500 employees, Fintel supports thousands of advisers and hundreds of product providers to improve outcomes across the financial services industry, emphasizing inclusivity, expertise, and future-focused technology and service delivery. Customer Service Associate Job not on LinkedIn 🔥 39 minutes ago 🏢🏡 Haddenham – Hybrid ⏰ Full Time 🟢 Junior 🟡 Mid-level 💝 Customer Support 🚫👨‍🎓 No degree required Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
Act as a first point of contact for customers, handling a high volume of inbound calls and emails and taking ownership through to resolution
Triage incoming queries, accurately assess each issue, and prioritise it appropriately
Listen carefully and empathetically to understand customer issues before acting
Follow up with financial advisers and liaise with internal teams to investigate and resolve complex cases, keeping stakeholders updated
Log and manage cases accurately in Microsoft Dynamics CRM and the ticketing system
Deliver a great customer service experience on every interaction
Build and continually expand knowledge of Defaqto’s software platforms and products
Write and maintain clear support documentation and internal knowledge resources
Potentially deliver occasional customer training on the software after becoming familiar with the products
Work closely with colleagues and advisers using Microsoft Teams to resolve issues
Identify recurring customer issues or feature requests and raise them with relevant teams
Support team initiatives that improve the customer experience 🎯 Requirements
Educated to A-Level standard or equivalent; a degree is beneficial but not essential
Strong IT literacy and ability to learn new systems and tools quickly
Understanding of customer service principles and best practices
Familiarity with online meeting and presentation tools such as Microsoft Teams
Excellent verbal and written communication skills
Strong organisational and time-management abilities
Problem-solving mindset with attention to detail
Customer-facing experience is advantageous, but not required
Experience delivering presentations or demonstrations is helpful
No prior software training experience required; full training will be provided
Self-motivated and proactive with a can-do attitude
Eager to learn and develop new skills
Collaborative and adaptable in a fast-paced, changing environment
Customer-focused and empathetic Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates About us Is Remote Rocketship legit? Privacy policy Terms of service Job board SEO course Remote Job Search MasterClass AI Apply Copilot OpenClaw job finder Find jobs using your resume Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs