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Posted 11 August, 2026

Customer Service Advisor

Invitise Ltd
Manchester, ENG, GB Full Time

Job Description

The opportunity\n

Our client, a well-established business within the financial and professional services sector, is looking for a confident, personable Customer Service & Sales Advisor to join their growing team in Manchester.

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This is a varied role at the heart of the business — you'll be the first point of contact for clients, delivering a first-class service while spotting opportunities to grow accounts and promote the products and services that genuinely help them. If you enjoy building relationships, thrive on hitting targets, and want a role where great service and sales go hand in hand, we'd love to hear from you.

The role\n
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  • Handling outbound calls, emails and enquiries in a professional, friendly manner
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  • Understanding client needs and recommending the right products and services
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  • Identifying opportunities to upsell and cross-sell to both new and existing customers
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  • Managing your own pipeline and following up on leads and renewals
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  • Resolving queries efficiently and keeping customers updated from start to finish
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  • Maintaining accurate records on the in-house CRM system
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  • Working towards individual and team service and sales targets
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About you\n
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  • Previous experience in customer service, sales, or a target-driven environment
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  • Excellent communication skills, both written and over the phone
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  • A confident, consultative approach — comfortable balancing service with sales
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  • Strong organisation and the ability to manage your own workload
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  • A positive, resilient attitude and a genuine drive to hit targets
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  • Experience within financial or professional services is desirable but not essential — full training is provided
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What's on offer\n
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  • Competitive salary of £25,000 – £27,000, depending on experience
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  • Structured training and clear progression opportunities
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  • A supportive, sociable team based in a modern Manchester office
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  • Monday to Friday hours — no evenings or weekends
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  • Company pension scheme
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Interested? Apply today with your up-to-date CV and one of our consultants will be in touch to discuss the role in more detail. We look forward to hearing from you.