Customer Service Executive

linkup; Stoke Poges; Hybrid; GBP 27,000 - 30,000; Full time

Job summary

A leading global organisation in financial services is seeking a Customer Service Executive to join their team in Stoke Poges. This role involves liaising with customers, processing financial requests, and ensuring exceptional service in a hybrid working environment. The ideal candidate should have experience in customer service, preferably within the financial sector, and possess excellent communication skills. Competitive salary of £27,000 - £30,000 plus a bonus and notable benefits are offered.

Benefits

Quarterly performance-based bonus

Flexible working hours

Generous pension plan

Private healthcare

Qualifications

• Proven track record in offering exceptional service to customers.
• Experience in a customer services team preferably from a financial services background.
• Excellent verbal and written communication skills.

Responsibilities

• Liaise with internal and external customers by telephone, letter and email.
• Process transfer requests and financial amendments.
• Support other team members in delivering outstanding customer service.

Skills

Exceptional service orientation

Communication skills

Organisational skills

Time-management

Tools

Microsoft Office

Job description

Customer Service Executive job - Financial Services - £27,000 - £30,000 with hybrid working - Stoke Poges

Your new company. Join a leading global organisation in financial services that values responsibility, excellence, and innovation. The company fosters a friendly, supportive culture and invests heavily in employee development and training. The organisation specialises in Asset Finance and Leasing within a global business with fantastic benefits based in Stoke Poges who are looking to hire a Customer Service Executive from a similar background within Financial Services.

Responsibilities

• Effectively liaise with internal and external customers by telephone, letter and e‑mail in response to queries.
• Respond to all customer queries and requests in an accurate and timely manner.
• Process transfer requests, financial amendments and refund requests on customer contracts within appropriate timescales.
• Ensure customer records are kept up to date and accurate.
• Proactively support other team members in the delivery of outstanding customer service, e.g. taking calls and sharing workloads during peak periods.
• In conjunction with the Operations Team Leaders identify and follow‑through process improvement initiatives that will improve the customer’s experience and lead to business efficiencies.
• Maximise revenue opportunities for SFS through identification and capture of sales leads, the collection of transfer/admin fees where appropriate and effectively deal with potential debt issues, resolving problems where possible to prevent arrears/bad debt.
• Work to industry and regulatory guidelines and time frames.
• Effectively and efficiently deal with switchboard calls for SFS ensuring that we deliver exceptional service and direct customers to the right person or department.

Qualifications

• Proven track record in offering exceptional service to customers (internal and external) via telephone and in writing.
• Experience in a customer services team preferably from a financial services background and/or a business to business environment.
• Experience in using Microsoft Office packages.
• Excellent communication skills – both verbal and written.
• Good organisational and time‑management skills.
• Knowledge of regulatory bodies which may include FOS, FCA and FLA desirable.
• Experience in asset finance/leasing/financial services.

Benefits & Compensation

• Competitive salary £27,000 – £30,000 plus up to 20% bonus.
• Quarterly performance‑based bonus.
• Flexible working hours and hybrid model (2–3 days in Stoke Poges office).
• Generous pension plan with employer contributions up to 10%.
• 26 days annual leave plus bank holidays, with option to buy or sell 5 extra days.
• Private healthcare (free BUPA plan) and subsidised family cover.

How to Apply

If you’re interested in this role, click “apply now” to forward an up‑to‑date copy of your CV, or call us now. If this job isn’t quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

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