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For Companies At a Glance
- Tasks: Handle client calls, perform AML checks, and manage communications in a dynamic financial services team.
- Company: Join a growing Financial Services team in Birmingham, dedicated to excellence and client satisfaction.
- Benefits: Enjoy a competitive salary, fully funded qualifications, and a supportive team environment.
- Why this job: This role offers hands-on experience, professional growth, and the chance to make a real impact.
- Qualifications: You need 3+ years in Financial Services with strong communication and organisational skills.
- Other info: This is a full-time, office-based position with Monday to Friday working hours.
Senior Customer Service Executive – Financial Services
Have you got the right qualifications and skills for this job Find out below, and hit apply to be considered.
Location: Fully office-based – Birmingham
Salary: £31,000+ (Negotiable for exceptional experience)
Contract: Full-time, permanent
About the Role
We are seeking an experienced and proactive Senior Customer Service Executive to join a growing Financial Services team of eight. This is a hands-on, senior-level position requiring strong administrative and client communication skills alongside solid industry knowledge.
The successful candidate will have at least 3 years’ experience within Financial Services, this could be in banking, credit card services, insurance, or similar sectors, ideally at a senior or team leader level.
Key Responsibilities
Handling inbound client calls (low volume) in a professional and efficient manner.
Performing Anti-Money Laundering (AML) checks and KYC compliance tasks.
Managing email and written client communications.
Undertaking administrative duties such as scanning and general office support (limited volume).
Escalating complex queries within the team where appropriate.
Supporting the preparation and review of regulatory documents including Prospectuses, Fund Fact Sheets, and Key Information Documents. About You
Minimum 3 years’ experience in Financial Services at a senior or team leader level.
Previous exposure to AML/KYC/Compliance processes.
Experience handling regulatory documents (desirable).
Strong attention to detail and organisational skills.
Excellent verbal and written communication skills.
A team player with the ability to work independently. Benefits
Competitive salary, negotiable for candidates with exceptional experience.
Fully funded professional qualifications.
Supportive and collaborative team environment. Working Hours:
Monday to Friday, 8:30am – 5:00pm, fully office-based
Senior Customer Service Executive – Financial Services employer: Pertemps Birmingham Industrial
Contact Detail:
Pertemps Birmingham Industrial Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Customer Service Executive – Financial Services
✨Tip Number 1
Familiarise yourself with the latest trends and regulations in the Financial Services sector, especially around AML and KYC compliance. This knowledge will not only boost your confidence during interviews but also demonstrate your commitment to staying updated in a rapidly evolving industry.
✨Tip Number 2
Network with professionals already working in Financial Services, particularly those in customer service roles. Engaging with them on platforms like LinkedIn can provide you with insights into the company culture and expectations, which can be invaluable during your interview.
✨Tip Number 3
Prepare specific examples from your past experience that showcase your ability to handle complex client queries and regulatory documents. Being able to articulate these experiences clearly will help you stand out as a candidate who is ready for a senior role.
✨Tip Number 4
Demonstrate your organisational skills by discussing how you manage your workload and prioritise tasks. In a senior position, showcasing your ability to juggle multiple responsibilities effectively will be crucial to impressing the hiring team.
We think you need these skills to ace Senior Customer Service Executive – Financial Services
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in Financial Services, particularly any roles that involved AML/KYC compliance or handling regulatory documents. Use specific examples to demonstrate your skills and achievements.
Craft a Compelling Cover Letter: Write a cover letter that addresses the key responsibilities of the role. Emphasise your experience in client communication and administrative tasks, and explain why you are a good fit for the Senior Customer Service Executive position.
Showcase Your Skills: In your application, clearly outline your strong attention to detail and organisational skills. Provide examples of how you've successfully managed client communications and escalated complex queries in previous roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your professionalism and attention to detail, which is crucial for this role.
How to prepare for a job interview at Pertemps Birmingham Industrial
✨Showcase Your Financial Services Experience
Make sure to highlight your relevant experience in Financial Services during the interview. Discuss specific roles you've held, particularly those that involved AML/KYC processes or handling regulatory documents, as this will demonstrate your suitability for the position.
✨Prepare for Client Communication Scenarios
Since the role involves handling client calls and communications, be ready to discuss how you would manage various client scenarios. Think of examples where you've successfully resolved issues or provided exceptional service, as this will showcase your communication skills.
✨Demonstrate Attention to Detail
Given the importance of accuracy in this role, prepare to discuss how you ensure attention to detail in your work. You might want to share examples of how you've caught errors or improved processes in previous positions, which will reflect your organisational skills.
✨Ask Insightful Questions
At the end of the interview, don't forget to ask questions that show your interest in the company and the role. Inquire about the team dynamics, opportunities for professional development, or how success is measured in this position, as this will demonstrate your enthusiasm and proactive nature.
