Client Services Executive - Financial Services

Client Services Executive - Financial Services - Remote Working (UK) – up to £43k

We are on the hunt for a proactive, personable and professional Client Services Executive to join a successful financial services company on a predominantly remote working (UK) basis.

The role may be in the financial services sector, but it is in no way a stuffy, corporate environment - this is a Client Services role working in a scaling organisation, that is part of an existing and incredibly successful brand.

Suitable candidates will possess experience in similar client-facing roles, have financial services experience (knowledge of P2P, Onboarding, AML and KYC etc.) and be able to hit the ground running, supporting customers in a friendly and professional manner.

Key responsibilities as the Client Services Executive will include:

• First point of contact for client liaison
• Responding to queries from clients regarding investments, how the product or platform works and queries regarding money in and withdrawals
• Supporting transfers of funds from other ISA providers and transfers out to other ISA providers
• Assisting potential customers with the application and onboarding processes
• Reconciling receipts on the platform to bank accounts daily
• Completing KYC checks
• Database management
• Reporting any platform anomalies

And more!

Skills and experience required:

• Previous experience in a similar client-facing role in a financial services organisation
• Knowledge of P2P, ISAs and financial products and investments
• Solid understanding of AML and KYC
• Excellent verbal communication skills and the ability to liaise professionally at all times
• Impeccable written language skills with excellent grammar and punctuation
• Highly organised with the ability to prioritise and multi-task
• Database management experience
• IT literate including MS Office and ideally Slack and Zendesk
• Flexible, motivated and reliable
• Able to work professionally from home and attend the London office when required (approximately 4-5 times per year)

Further Information:

This is a full-time role working 8.30am – 5.30pm, Monday to Friday. Remote working is offered, although you will need to attend the London office approximately 4-5 times per year for company meetings/events).

Interested in this great role?

If you have the experience, knowledge and skills we’re looking for and wish to be considered for this full-time role, we’d love to hear from you. Please ensure your CV showcases your capabilities and submit it ASAP, quoting ‘AE – Client Services Executive – Financial Services’