Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support client onboarding, compliance, and customer service in a fast-paced financial environment.
- Company: Join a leading Business Banking unit serving regulated clients like banks and NBFIs.
- Benefits: Enjoy 25 days annual leave, hybrid working, private medical insurance, and free gym access.
- Why this job: Gain valuable experience in financial services while contributing to customer excellence and governance.
- Qualifications: Bachelor's degree or currently studying in business, finance, or related fields; customer service experience preferred.
- Other info: Training provided; ideal for those eager to learn and grow in a regulated setting.
The predicted salary is between 36000 - 60000 £ per year.
The Customer Excellence and Governance Senior Executive will support the Customer Excellence and Governance function within the Business Banking unit, specifically assisting the Transaction Banking Division that serves regulated clients such as banks and non-bank financial institutions (NBFIs). This position will assist in regulated client onboarding, day-to-day client service, support of compliance documentation, quality assurance, and maintaining high standards of operational and customer excellence. The role offers an excellent opportunity to gain foundational experience in a fast-paced, regulated financial services environment.
The role will entail:
- Customer Onboarding and Enablement
- Assist with document collection and preparation for regulated client onboarding.
- Learn and support the use of onboarding platforms and account opening systems.
- Provide first-line support to clients on onboarding steps and digital platforms.
- Collect client feedback to share with the wider team for process improvements.
- Risk and Compliance Management
- Support the maintenance of up-to-date KYC/KYB records and periodic review data.
- Ensure all client files are accurately documented and securely stored.
- Assist with gathering information for audits and internal reviews.
- Learn to identify potential gaps or issues in onboarding or compliance documentation.
- Customer Experience and Relationship Management
- Respond to customer queries and direct issues to appropriate team members.
- Support the customer excellence team in ensuring a smooth handover from onboarding to BAU servicing.
- Monitor and log customer feedback and assist with service quality reviews.
- Policy and Procedure Alignment
- Draft, review, and update policies and procedures to align customer experience initiatives with governance and compliance requirements.
- Monitor regulatory developments and ensure internal practices and policies are updated accordingly.
- AD Hoc Duties
- Assist with tracking key performance indicators (KPIs) such as client onboarding time and service response metrics.
- Work with senior team members to track and follow up on open queries or complaints.
- Assist with payment, deposits, and account disputes and queries.
- Help compile reports and client data for internal use or meetings.
- Maintain secure and accurate records of client data in line with GDPR and internal controls.
- Handle confidential data responsibly and escalate any concerns immediately.
- Coordinate with internal teams including compliance, operations, and IT to resolve issues or service delays.
Education & Training:
- Bachelor's degree (or currently studying/final year) in business administration, Banking, Finance, Risk Management, or related field.
- Understanding of financial services, compliance, or client service is preferred.
- Training will be provided; a willingness to learn and grow in a regulated environment is essential.
Requirements:
- 2+ years of experience in customer service, onboarding, financial services, or administrative roles.
- Interest in financial regulation, client service, and operational risk.
- Strong communication and interpersonal skills.
- Attention to detail and a methodical approach to tasks.
- Ability to work well under supervision and take initiative when required.
- Proficiency in MS Office (Word, Excel, Outlook).
- Organised, reliable, and willing to work flexibly within a team.
Benefits:
- 25 days annual leave entitlement plus 8 bank holidays
- Pension scheme, 4% employer contribution
- Private Medical Insurance
- 60-40 Hybrid working after successful probation period
- Training and development
- Free gym access in the building
Customer Excellence and Governance Senior Executive employer: iFAST Global Bank Ltd
Contact Detail:
iFAST Global Bank Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Excellence and Governance Senior Executive
✨Tip Number 1
Familiarise yourself with the financial services industry, particularly focusing on compliance and customer service. Understanding the regulatory landscape will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the banking and finance sector, especially those involved in customer excellence and governance. Attend industry events or join relevant online forums to gain insights and make connections that could lead to referrals.
✨Tip Number 3
Brush up on your knowledge of KYC/KYB processes and the importance of compliance documentation. Being able to discuss these topics confidently during your interactions will set you apart from other candidates.
✨Tip Number 4
Prepare to showcase your problem-solving skills by thinking of examples where you've improved a process or handled a challenging customer situation. This will highlight your ability to contribute to customer excellence in the role.
We think you need these skills to ace Customer Excellence and Governance Senior Executive
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in customer service, onboarding, and financial services. Use keywords from the job description to demonstrate your fit for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your interest in the Customer Excellence and Governance function. Mention specific skills or experiences that align with the responsibilities outlined in the job description.
Highlight Relevant Skills: Emphasise your strong communication, attention to detail, and organisational skills in your application. Provide examples of how you've successfully managed client relationships or compliance tasks in previous roles.
Show Willingness to Learn: Express your eagerness to grow in a regulated environment and your commitment to understanding financial regulations. This will resonate well with the company's focus on training and development.
How to prepare for a job interview at iFAST Global Bank Ltd
✨Understand the Role
Make sure you thoroughly understand the responsibilities of the Customer Excellence and Governance Senior Executive role. Familiarise yourself with customer onboarding processes, compliance documentation, and the importance of operational excellence in a regulated environment.
✨Showcase Relevant Experience
Prepare to discuss your previous experience in customer service or financial services. Highlight specific examples where you've successfully managed client relationships, handled onboarding processes, or ensured compliance with regulations.
✨Demonstrate Attention to Detail
Since this role requires a methodical approach, be ready to provide examples that showcase your attention to detail. Discuss how you've maintained accurate records or identified potential issues in past roles.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's approach to customer excellence and governance. This shows your genuine interest in the role and helps you understand how you can contribute to their objectives.
