Senior Customer Service (Finance, Banking or Insurance Industry)

Pertemps; Birmingham; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading recruitment agency is seeking a Senior Customer Service Executive in Birmingham to join their Financial Services team. This hands-on position requires at least 3 years of experience in banking or similar sectors, along with strong administrative and client communication skills. The role offers a competitive salary starting at £31,000, negotiable for exceptional experience, in a fully office-based environment.

Benefits

Fully funded professional qualifications

Supportive team environment

Competitive salary

Qualifications

• Minimum 3 years’ experience in Financial Services at a senior or team leader level.
• Previous exposure to AML/KYC/Compliance processes.
• Experience handling regulatory documents is desirable.

Responsibilities

• Handling inbound client calls in a professional manner.
• Performing Anti-Money Laundering (AML) checks and KYC compliance tasks.
• Managing email and written client communications.

Skills

Client communication skills

Attention to detail

Organisational skills

Team player

Verbal and written communication

Job description

Overview

Senior Customer Service Executive – Financial Services
Location: Jewellery Quarter
Salary: £31,000+ (Negotiable for exceptional experience)
Contract: Full-time, permanent
Working Hours: Monday to Friday, 8:30am – 5:00pm, fully office-based.

We are seeking an experienced and proactive Senior Customer Service Executive to join a growing Financial Services team of eight. This is a hands-on, senior-level position requiring strong administrative and client communication skills alongside solid industry knowledge. The successful candidate will have at least 3 years’ experience within Financial Services, this could be in banking, credit card services, insurance, or similar sectors, ideally at a senior or team leader level.

Responsibilities

• Handling inbound client calls (low volume) in a professional and efficient manner.
• Performing Anti-Money Laundering (AML) checks and KYC compliance tasks.
• Managing email and written client communications.
• Undertaking administrative duties such as scanning and general office support (limited volume).
• Escalating complex queries within the team where appropriate.
• Supporting the preparation and review of regulatory documents including Prospectuses, Fund Fact Sheets, and Key Information Documents.

About You

• Minimum 3 years’ experience in Financial Services at a senior or team leader level.
• Previous exposure to AML/KYC/Compliance processes.
• Experience handling regulatory documents (desirable).
• Strong attention to detail and organisational skills.
• Excellent verbal and written communication skills.
• A team player with the ability to work independently.

Benefits

• Competitive salary, negotiable for candidates with exceptional experience.
• Fully funded professional qualifications.
• Supportive and collaborative team environment.