At a Glance
- Tasks: Support clients and financial advisers with onboarding and operational service delivery.
- Company: A growing financial services firm based in Bath with a collaborative culture.
- Benefits: Discretionary bonus, generous leave, private healthcare, and hybrid working options.
- Other info: Great opportunities for ongoing learning and career development.
- Why this job: Join a supportive team and make a real impact in client experience.
- Qualifications: Experience in call handling within financial services and strong communication skills.
The predicted salary is between 30000 - 40000 £ per year.
A growing Financial Services Firm is seeking a Customer Services Executive to join their Bath-based team. This role is ideal for someone with experience in financial services who enjoys working in a fast-paced environment. Within the role you would be supporting DFMs, Financial Advisers and clients across onboarding, compliance and operational service delivery - taking on average 15-20 calls per day (GIA, ISA, SIPP, dealing, login troubleshooting, transfer updates). You would also be able to get involved with important projects as well as BAU.
What We’re Looking For
- Call handling experience within financial services
- Excellent organisational skills with high attention to detail
- Ability to manage multiple workflows and deadlines effectively
- A proactive and process-driven approach to problem solving
- Strong written and verbal communication skills
Rewards & Benefits
- Discretionary bonus scheme (10% of salary)
- 9% employer pension contribution
- 33 days annual leave including English bank holidays
- Opportunity to buy or sell up to 5 additional days annual leave
- Private healthcare programme
- Hybrid working environment
- Ongoing learning and career development opportunities
Why Join?
This is an excellent opportunity to join a collaborative and growing wealth management business where operations and client experience are at the heart of what they do. You’ll gain exposure to a broad range of platform servicing activities while working within a supportive and professional team environment. If this sounds like you - apply now!
Customer Service Executive in Newport employer: Flair for Recruitment
Join a dynamic and supportive team at a growing Financial Services Firm in Bath, where your contributions to client service and operational excellence are valued. With a strong focus on employee development, you will benefit from ongoing learning opportunities, a generous pension scheme, and a hybrid working environment, all while enjoying a collaborative culture that prioritises both personal and professional growth.
StudySmarter Expert Advice🤫
We think this is how you could land Customer Service Executive in Newport
✨Tip Number 1
Get to know the company inside out! Research their values, mission, and recent projects. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your call handling skills! Since you'll be taking 15-20 calls a day, it’s crucial to be confident and articulate. Role-play with a friend or use mock scenarios to sharpen your communication skills.
✨Tip Number 3
Show off your organisational skills! During interviews, share examples of how you've managed multiple tasks or deadlines in the past. This will demonstrate your ability to thrive in a fast-paced environment.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Customer Service Executive in Newport
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your experience in financial services and call handling. We want to see how your skills match what we're looking for, so don’t be shy about showcasing your organisational skills and attention to detail!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Customer Service Executive role. Share specific examples of how you've tackled challenges in previous roles, especially in fast-paced environments.
Show Off Your Communication Skills:Since strong written communication is key for this role, make sure your application is clear and concise. We love a well-structured application that reflects your ability to communicate effectively, so proofread it before hitting send!
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’re considered for the role. Plus, it’s super easy – just follow the prompts and you’ll be on your way!
How to prepare for a job interview at Flair for Recruitment
✨Know Your Financial Services
Brush up on your knowledge of financial services, especially the products mentioned in the job description like GIA, ISA, and SIPP. Being able to discuss these confidently will show that you understand the industry and can relate to the role.
✨Showcase Your Call Handling Skills
Prepare examples from your past experiences where you've successfully handled calls in a fast-paced environment. Highlight how you managed multiple workflows and maintained high attention to detail while resolving client issues.
✨Demonstrate Proactive Problem Solving
Think of specific instances where you took the initiative to solve a problem or improve a process. This will illustrate your proactive approach and ability to think on your feet, which is crucial for this role.
✨Communicate Clearly and Effectively
Practice your verbal and written communication skills before the interview. Be ready to explain complex concepts simply, as you'll need to communicate effectively with clients and colleagues alike.
