Customer Service Executive
A growing Financial Services Firm is seeking a Customer Services Executive to join their Bath-based team. This role is ideal for someone with experience in financial services who enjoys working in a fast-paced environment.
Within the role you would be supporting DFMs, Financial Advisers and clients across onboarding, compliance and operational service delivery – taking on average 15-20 calls per day (GIA, ISA, SIPP, dealing, login troubleshooting, transfer updates). You would also be able to get involved with important projects as well as BAU.
What We’re Looking For
- Call handling experience within financial services
- Excellent organisational skills with high attention to detail
- Ability to manage multiple workflows and deadlines effectively
- A proactive and process-driven approach to problem solving
- Strong written and verbal communication skills
Rewards & Benefits
- Discretionary bonus scheme (10% of salary)
- 9% employer pension contribution
- 33 days annual leave including English bank holidays
- Opportunity to buy or sell up to 5 additional days annual leave
- Private healthcare programme
- Hybrid working environment
- Ongoing learning and career development opportunities
Why Join?
This is an excellent opportunity to join a collaborative and growing wealth management business where operations and client experience are at the heart of what they do. You’ll gain exposure to a broad range of platform servicing activities while working within a supportive and professional team environment.
If this sounds like you – apply now!
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