Customer Service Executive

We at Siamo are thrilled to offer an exciting opportunity to join a prestigious and highly acclaimed business based in Swindon as a Customer Service Executive. This role has arisen due to our client’s continuous growth and their commitment to expanding their market presence while enhancing their reputation.

Our client, a leading player in the UK Wealth Management sector, is renowned for their exceptional employee benefits and dedication to staff welfare. They offer outstanding career progression pathways and first-class benefits. As a Customer Service Executive, you will be a key support link between the business and its clients, making this role crucial to their continued success. If you are a professional, enthusiastic individual with a strong background in customer service, this role is ideal for you.

What’s on offer for the Customer Service Executive:

• 25 days of annual leave plus bank holidays, increasing annually up to 30 days.
• A competitive contributory pension scheme.
• Performance-based bonuses tied to individual achievements and targets.
• Team bonuses reflecting overall company performance.
• Comprehensive life cover, healthcare support, and death-in-service benefits.
• Regular company events and celebrations.
• Early finish on Fridays.
• Breakfast options available in the mornings.
• Extensive training opportunities with tailored growth plans.
• Support for achieving relevant qualifications, both in terms of time and financial assistance.

Core Responsibilities for the Customer Service Executive:

• Serve as the primary contact for all role-related inquiries.
• Respond promptly to emails, adhering to company SLAs and maintaining professionalism.
• Escalate any administrative errors quickly to directors or practice managers.
• Ensure all advisors have the necessary information for meetings, both digitally and in print.
• Provide technical support, managing and resolving team technical issues.
• Maintain and update confidential client information with high accuracy.
• Oversee CRM workflows, ensuring tasks are logged accurately.
• Assist with general administrative tasks as needed.
• Support new team members during onboarding.
• Communicate proactively with practice and office managers about potential concerns.
• Implement effective work control strategies to maximize efficiency.
• Expand expertise in financial services, focusing on pensions, investments, and tax trusts.
• Maintain a professional, courteous, and prompt attitude in all interactions, whether face-to-face, on the phone, or via email.

The Ideal Customer Service Executive will have:

• Previous experience in a customer service role.
• A full UK driving license.
• Strong communication skills, both written and verbal, with the ability to clearly interpret and convey complex information.
• Exceptional organizational skills and attention to detail, especially in record-keeping and managing client interactions.
• The ability to build and maintain trusted relationships with clients and colleagues.
• A proactive and self-motivated approach with excellent time management.
• A calm and professional demeanour, even under pressure.
• Familiarity with CRM systems and proficiency in Microsoft Office.