Customer Service Executive
Location: Bristol, South West England, United Kingdom
Company: JR UK (client/employer: Flair for Recruitment)
Job reference: 765627586440069120037341
Role Overview
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.
Responsibilities
* 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
Qualifications & Experience
* 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
Benefits
* 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
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.
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