Hybrid Trainee Customer Service Specialist – Wealth Mgmt

Siamo Group; Swindon; Hybrid; GBP 25,000 - 27,000; Full time

Job summary

A leading UK wealth management firm is looking for a Trainee Customer Service Specialist to help manage and resolve customer queries and build relationships with clients. This role offers a competitive salary ranging from £25,000 to £27,000, performance-related bonuses, and a hybrid working environment. You will engage with customers alongside financial advisers, while benefiting from support for professional development and a clear career progression route.

Benefits

Competitive starting salary starting from £25,000 - £27,000

Performance related bonus scheme up to 25% of annual salary

Early finish on Fridays

25 days annual leave

Clear career progression support

Pension scheme

Christmas and summer company outings

Responsibilities

• Manage and resolve technical queries as part of the customer service workflow.
• Engage with customers, develop new relationships, and foster existing ones in collaboration with financial advisers.

Job description

A leading UK wealth management firm is looking for a Trainee Customer Service Specialist to help manage and resolve customer queries and build relationships with clients. This role offers a competitive salary ranging from £25,000 to £27,000, performance-related bonuses, and a hybrid working environment. You will engage with customers alongside financial advisers, while benefiting from support for professional development and a clear career progression route.