Senior Customer Service Executive - Financial Services
- Birmingham
- £31,000 per year
- Permanent
- Full-time
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.
- Minimum 3 years' experience in Financial Services at a senior or team leader level.