Client Services Executive – Financial Services

CBC Recruitment Solutions; United Kingdom; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A major financial services company in the UK is seeking a Customer Services Executive to join their head office team near Slough. This role involves managing customer interactions throughout their financial journey, ensuring outstanding service, and maintaining accurate records. Ideal candidates will have a strong customer service background and excellent organizational skills, with financial services experience being a distinct advantage. This position offers the opportunity to work in a dynamic team environment.

Qualifications

• Proven background in customer service.
• Self-motivated and well-organized.

Responsibilities

• Liaise with customers via phone, letter, and e-mail.
• Respond to customer queries in a timely manner.
• Process transfer requests and financial amendments.
• Maintain accurate customer records.
• Support team members during peak periods.

Skills

Excellent customer service

Organization

Team player

Attention to detail

Job description

A major financial services company in the UK is seeking a Customer Services Executive to join their head office team near Slough. This role involves managing customer interactions throughout their financial journey, ensuring outstanding service, and maintaining accurate records. Ideal candidates will have a strong customer service background and excellent organizational skills, with financial services experience being a distinct advantage. This position offers the opportunity to work in a dynamic team environment.