Customer Service Specialist

Job Reference
Salary Description
£25,000 to £27,000
Contract Type

We here at Siamo are currently recruiting for a Customer Service Specialist for a Leading Wealth Management Firm in Swindon. Our client is a backed by one of the UK largest financial advice firms.

They are looking for a Customer Service Specialist to join their team, providing administrative support and display excellent customer service.

You will be a great asset within this business taking opportunities to strengthen client relationships. Your key roles as a Customer Service Specialist will include, working closely with financial advisors, attending to customer queries, communicate with practices and office managers regarding any issues and many other administration tasks ensuring that clients get a positive experience.

If you have worked within customer service and or administration before this is a great opportunity to progress your career with great support and academic investment from our client. This is a great outlet towards becoming a specialist in the ever-growing Wealth Management industry.

As the Customer Service Specialist, you will work alongside an experienced and positive team to support your progression.


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

  • 25 days holiday, increasing by one day a year to a max of 30
  • Pension Scheme
  • 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!
  • Morning breakfast
  • Training and qualifications


Your responsibilities as a Customer Service Specialist 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 Customer Service Specialist 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.


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