Customer Service Executive

Customer Service Executive

Location:

Bristol, South West England, United Kingdom

Company: JR UK (client/employer: Flair for Recruitment)

Job reference: 765627586440069120037341

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.

• Support DFMs and Financial Advisers with onboarding, compliance and operational service delivery
• Handle 15-20 calls per day across GIA, ISA, SIPP, dealing, login troubleshooting, transfer updates
• Participate in important projects and BAU activities

• 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

• Discretionary bonus scheme (10% of salary)
• 33 days annual leave including English bank holidays
• Opportunity to buy or sell up to 5 additional days annual leave
• Hybrid working environment
• Ongoing learning and career development opportunities

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.