Client Services Executive – Financial Services – Remote Working (UK) – Part Time / Reduced Hours – £40k pro rata
We are on the hunt for a proactive, personable and professional Client Services Executive to join an incredible financial services company based in SW London, on a part time basis.
This role is in the financial services sector but it is in no way a stuffy, corporate environment – this is a Client Services role that will soar within an amazing scaleup, that is part of an existing and incredibly successful organisation/brand.
As this is a reduced hours / part time role, it would suit those who may want to work around school hours or have other external commitments, 5 days per week.
Our client is offering flexibility over the hours worked during standard office hours.
Ideal candidates will possess experience in a similar client-facing role, have financial services experience (knowledge of Onboarding, AML and KYC etc) and be able to deal with customers in a friendly and professional manner.
Key responsibilities as the Client Services Executive will include:
- First point of contact for client liaison
- Responding to queries from clients regarding investments, how the product or platform works and queries re money in and withdrawals
- Supporting transfers of funds from other ISA providers and transfers out to other ISA providers
- Assisting potential customers with the application process
- Reconciling receipts on platform to bank accounts daily
- Completing KYC checks
- Database management
- Reporting any platform anomalies
- And much more!
Skills and experience required:
- Previous experience in a similar client-facing role in a financial services organisation
- Knowledge of P2P, ISAs and financial products and investments
- Understanding of AML and KYC
- Excellent verbal communication skills (fluent English required) and the ability to liaise professionally at all times
- Impeccable written language skills with excellent grammar and punctuation
- Highly organised with the ability to prioritise and multi-task
- Database management experience
- IT literate including MS Office and ideally Slack
- Flexible, professional, motivated and reliable
Interested in this great part time role?
If you want to be considered for this fantastic opportunity then don’t delay – ensure your CV showcases all your skills and experience and submit it NOW, quoting ‘AE – Client Services Executive – Part Time’
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