Financial Customer Service Executive

Job Reference
Salary Description
Contract Type

We here at Siamo are currently recruiting for a Financial Customer Service Executive for our client in Swindon.

Are you looking to progress your career? With great support and academic investment from our client. This is a great outlet towards advancements in your career! Working alongside an experienced and positive team to support your progression.

You will demonstrate administrative support to advisors while also maintaining an excellent level of customer service to all clients.

What’s on offer for you as a Financial Customer Service Executive:

  • 25 days holiday, increasing by one day a year to a max of 30
  • Pension
  • Bonus linked to company and individual performance.
  • Life Cover
  • Celebrations – Vouchers for birthdays, Champagne for work anniversary, hamper for Christmas, Summer and Christmas parties paid for.
  • Early Friday finish!

Your responsibilities as a Financial Customer Service Executive will be:

  • Provide a point of contact for all queries pertinent to your role from the team.
  • Raise admin errors with directors/ practice managers.
  • Ensure all information that advisors require for each meeting is provided, both electronically and on paper.
  • Updating all client confidential information.
  • Supporting new members of the team.
  • Ensure emails are dealt with company service level agreements.
  • Provide technical support to the team and manage and resolve any technical queries.
  • Managing Salesforce workflow and ensure work is correctly logged.
  • Support administration with payments, requests and pension transfers.
  • Expand knowledge of all areas of financial services – specifically pensions, investments and tax and trusts.
  • Communicate with practice and office manager regarding any potential issues.
  • Have effective work control management.

Ideal candidate for this Financial Customer Service Executive will have:

  • The ability to balance demands in a calm and friendly manner.
  • Experience in maintaining systems, processes and procedures.
  • Confident with Microsoft Office applications.
  • Precise attention to detail.
  • Ability to work autonomously, remotely and within a team.
  • Essential experience within a similar role.
  • Previous experience in a financial industry sector isn’t required but would be advantageous.
  • Willingness to learn and take pensions and investments certificates and diplomas.
  • Full UK Driving licence.
We use cookies to give you the best online experience. You can see how we use cookies here..    Ok, I got this
We're working on it!

It'll be ready in a jiffy...