Customer Service Associate, Private Banking

NatWest Group; Bristol; On-site; GBP 25,000 - 30,000; Full time

Job summary

A leading financial institution is seeking a Customer Service Associate to join their Private Banking team in Bristol. In this role, you will handle complex customer issues and provide a seamless experience. You should have experience in financial services and strong customer service skills. The position allows for hybrid working, combining both office and home environments.

Qualifications

• Experience of working in Financial Services.
• Knowledge of Corporate Actions and Investment Operations.
• Background in using treating customers fairly principles.
• Analytical approach to problem solving.

Responsibilities

• Process customer instructions accurately and timely.
• Adhere to service level agreements and escalate issues.
• Ensure accurate processing of information and maintain audit trails.
• Support process improvements by creating IT tickets and testing.

Skills

Outstanding customer service

Interpersonal skills

Communication skills

Planning and organisational skills

Ability to work under pressure

Job description

Join us as a Customer Service Associate in Private Banking

• Join a specialist private banking team, where you’ll use your expertise to deal with complex customer issues and support others in your team to do the same
• You’ll be at the first point of contact for Corporate Actions, queries and requests for our customers, providing them with a seamless experience
• In return, you'll be working in a supportive environment with opportunities to advance your personal and career development
• You'll work from home some of the time, but you'll also spend at least one day a week working from the office

What you'll do: In this key role, you’ll go the extra mile, undertaking processes and supporting colleagues to achieve the correct outcomes. You’ll process customer instructions accurately and in a timely manner working with internal and external stakeholders.

Day-to-day, you’ll also be:

• Adhering to service level agreement (SLA’s) and escalating issues and breaches
• Ensuring timely and accurate processing of information, maintain comprehensive audit trails
• Supporting with process improvements, involving creating IT tickets, testing activities
• Dealing with incoming correspondence from other business areas and external parties

The skills you'll need: You’ll bring your experience of delivering outstanding customer service, along with excellent interpersonal and communication skills. With strong planning and organisational skills, you’ll be able to work well under pressure, prioritise your tasks and deliver to deadlines.

You’ll also need:

• Experience of working in Financial Services
• Knowledge of Corporate Actions and Investment Operations
• A background in using treating customers fairly principles
• An analytical approach to problem solving

Hours: 35

Job Posting Closing Date: 07/10/2025

Ways of Working: Hybrid