Customer Service Executive – Financial Services in London
Customer Service Executive – Financial Services

Customer Service Executive – Financial Services in London

London Full-Time 30000 - 48000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Deliver exceptional customer service and support throughout financial agreements.
  • Company: Join a leading blue chip company in the UK financial services sector.
  • Benefits: Competitive salary, supportive team environment, and opportunities for growth.
  • Why this job: Make a difference by helping customers navigate their financial journeys.
  • Qualifications: Experience in customer service; financial services background is a plus.
  • Other info: Dynamic role with a focus on teamwork and personal development.

The predicted salary is between 30000 - 48000 £ per year.

Our client is a blue chip name in the UK financial services sector. They have an exciting opportunity for a customer services executive to join their head office team based near to Slough. The role is responsible for ensuring that all customers receive an outstanding service throughout the lifecycle of their financial agreement with the business.

Key responsibilities:

  • Effectively liaise with internal and external customers by telephone, letter and e-mail in response to queries.
  • Respond to all customer queries and requests in an accurate and timely manner.
  • Process transfer requests, financial amendments and refund requests on customer contracts within appropriate time-scales.
  • Ensure Customer Records are kept up to date and accurate.
  • Pro-actively support other team members in the delivery of outstanding Customer Service, e.g. taking calls and sharing workloads during peak periods.

We are keen to speak to candidates who have a proven background in providing excellent customer service to both external clients and internal stakeholders. Financial services experience is a distinct advantage, however most importantly you will be well organised, a team player, self-motivated with excellent attention to detail.

Customer Service Executive – Financial Services in London employer: CBC Recruitment Solutions

As a leading name in the UK financial services sector, our client offers a dynamic work environment that prioritises outstanding customer service and employee development. Located near Slough, employees benefit from a supportive team culture, comprehensive training programmes, and opportunities for career advancement, making it an ideal place for those seeking meaningful and rewarding employment in the financial industry.
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Contact Detail:

CBC Recruitment Solutions Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Customer Service Executive – Financial Services in London

Tip Number 1

Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.

Tip Number 2

Prepare for those interviews! Research the company and its values, especially their approach to customer service. Be ready to share examples from your past experiences that showcase your skills in providing outstanding service.

Tip Number 3

Practice makes perfect! Conduct mock interviews with friends or family to get comfortable with common questions. Focus on articulating how your background aligns with the role of a Customer Service Executive in financial services.

Tip Number 4

Don't forget to apply through our website! We’ve got loads of exciting roles waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications!

We think you need these skills to ace Customer Service Executive – Financial Services in London

Customer Service Skills
Communication Skills
Attention to Detail
Organisational Skills
Teamwork
Self-Motivation
Time Management
Problem-Solving Skills
Financial Services Knowledge
Record Keeping
Response Accuracy
Adaptability

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your customer service experience, especially in financial services. We want to see how you've gone above and beyond for customers in the past!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about customer service and how you can contribute to our team. Keep it friendly and professional.

Showcase Your Communication Skills: Since you'll be liaising with customers via phone, email, and letters, it's crucial to demonstrate your communication skills. Use clear and concise language in your application to reflect this.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates!

How to prepare for a job interview at CBC Recruitment Solutions

Know Your Customer Service Basics

Brush up on the fundamentals of customer service, especially in the financial sector. Be ready to discuss your previous experiences and how you handled challenging situations. This will show that you understand the importance of providing outstanding service.

Familiarise Yourself with the Company

Do some research on the company’s values and services. Knowing their mission and how they operate will help you tailor your answers and demonstrate your genuine interest in the role. Plus, it’ll give you a leg up when discussing how you can contribute to their team.

Prepare for Common Scenarios

Think about common customer service scenarios you might face in this role. Prepare examples from your past where you successfully resolved issues or improved customer satisfaction. This will help you articulate your problem-solving skills during the interview.

Show Off Your Team Spirit

Since teamwork is key in this role, be ready to share examples of how you've collaborated with others in previous jobs. Highlight your ability to support colleagues during busy times and how you contribute to a positive team environment.

Customer Service Executive – Financial Services in London
CBC Recruitment Solutions
Location: London

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