Customer Services Executive – Financial Services

CBC Recruitment Solutions; Slough; Hybrid; GBP 24,000 - 30,000; Full time

Job summary

A leading recruitment agency is seeking a Customer Services Executive to join their office near Slough. The role involves providing outstanding service throughout the financial agreement lifecycle, handling queries, processing requests, and supporting the team. Ideal candidates will have strong organizational skills and a background in customer service, preferably within financial services.

Qualifications

• Proven background in providing excellent customer service.
• Financial services experience is an advantage.
• Well organized and able to support team members.

Responsibilities

• Liaise effectively with customers via multiple channels.
• Respond promptly to customer queries and requests.
• Process financial amendments and transfer requests.
• Maintain accurate customer records.
• Support team members during peak periods.

Skills

Excellent customer service

Organizational skills

Team player

Attention to detail

Self-motivated

Job description

Our client is a blue chip name in the UK financial services sector. They have an exciting opportunity for a customer services exec to join their head office team based near to Slough.

The role is responsible for ensuring that all customers receive an outstanding service throughout the lifecycle of their financial agreement with the business.

Key responsibilities include:

• 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 time-scales.
• Ensure Customer Records are kept up to date and accurate.
• Pro-actively support other team members in the delivery of outstanding Customer Service, e.g. taking calls and sharing workloads during peak periods.

We are keen to speak to candidates who have a proven background in providing excellent customer service to both external clients and internal stakeholders. Financial services experience is a distinct advantage, however most importantly you will be well organised, a team player, self motivated with excellent attention to detail.