Senior Customer Service (finance, Banking Or Insurance Industry)
Job Description
Senior Customer Service Executive - Financial Services
Location: Jewlery Quarter
Salary: 31,000+ (Negotiable for exceptional experience)
Contract: Full-time, permanent
Working Hours: Monday to Friday, 8:30am - 5:00pm, fully office-based.
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.
- Minimum 3 years' experience in Financial Services at a senior or team leader level.
Skills Required
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Job Detail
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Job IdJD3684201
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:£36,000 per year
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Employment StatusPermanent
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Job LocationBirmingham, United Kingdom
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EducationNot mentioned