Trainee Customer Service Specialist

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

Overview

We here at Siamo Recruitment are excited to be collaborating with a leading UK wealth management firm - an industry leader known for excellence and innovation.

The Trainee Customer Service Specialist role provides an excellent opportunity to gain experience, expand your skills, and continue your professional development within a rapidly evolving industry.

Founded in 2002, this strong brand was built on a commitment to delivering personalised financial advice through a truly holistic approach.

The company strive to exceed expectations by recognising that peoples financial circumstances evolve over time.

In this introductory role, you will actively engage with customers, develop new relationships, and foster existing ones, while collaborating with the UKs leading financial advisers.

Benefits

• Competitive starting salary starting from £25,000 - £27,000
• Performance related bonus scheme paid up to 25% of annual salary.
• Early finish on Fridays
• Hybrid working environment
• 25 days annual leave, with additional days awarded based on years of service
• Clear career progression and support to achieve further professional qualifications
• Pension scheme
• Christmas and summer company outings

Role 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.