Financial Client Executive

FINANCIAL CLIENT EXECUTIVE

FULL TIME, PERMANENT

MANCHESTER CITY CENTRE

£30,000 + up to £5,000 OTE + COMMISSION + ANNUAL BONUS

They are now looking to appoint a First Response Executive / Financial Client Executive to play a key role in supporting individuals affected by financial scams, investment disputes, and recovery cases. This is an excellent opportunity for someone with strong communication skills and a professional, client-focused approach to join a business operating within a highly sensitive and fast-moving sector. Acting as the first point of contact for new enquiries, you'll guide clients through the initial stages of the recovery process, providing reassurance, clarity, and confidence from the outset.

The successful candidate will be confident handling conversations with vulnerable clients, able to build trust quickly, and comfortable working within a regulated, target-driven environment. Previous experience within financial services, legal services, client onboarding, or customer-focused roles would be highly advantageous.

• Handle inbound phone and email enquiries, answering all questions / enquiries professionally and with care
• Guide clients throughout the recoveries process, with clear communication throughout the call
• Onboard new clients, transferring their cases to the relevant department
• Guide clients through the initial stages of the recovery process, ensuring clear and confident communication throughout
• Providing financial insights throughout the process
• Ensure all necessary information and documentation is gathered to progress cases effectively
• Maintain a high standard of client care while working towards individual and team targets

• Proven experience in customer service, sales or partnerships, ideally within financial services or legal industries
• Strong communication skills
• Confident in working independently and can work to targets
• Highly organised with a strong focus on conversions
• Proven experience of working in a target driven environment
• Experience with in First Response Executive, Client Response Executive, Client Onboarding Executive, Recoveries Customer Advisor, Client Engagement Executive, Client Success Executive, Recoveries Advisor, Wealth Recovery Advisor, Financial Claims Advisor, or Customer Relations Executive

• Competitive basic salary +
  uncapped commission and bonus structure
• 25 days holiday + bank holidays
• Annual bonus scheme
• Regular team socials including summer and Christmas events
• Company awards and recognition evenings

We are an equal opportunities employer and we never charge candidates a fee for our services.