Client Services Executive - Financial Services

Job Title: Client Services Executive - Financial Services
Contract Type: Permanent
Location: Horsham, West Sussex
Salary: £21000 - £27000 per annum + 22 days Holiday, Pension, healthcare
Start Date: ASAP
Reference: bb354532_1551097653
Contact Name: Tanya Etheridge
Contact Email:
Job Published: February 25, 2019 12:27

Job Description

Our industry leading client is on the look out for Client Services Executives to join their international recognised busines. See below for more details!

Reporting To: Client Services Manager

Location: Horsham

Hours of Work: Monday to Friday 9.00am to 5.30pm with 1 hour for lunch

Overall Purpose of the Job:

To be the voice of the company, providing professional helpful responses with all query resolutions to internal and external customers, accurately and timely. In addition, processing key back office tasks, working closely with all departments within Fusion.

Key Activities & Responsibilities:

  • First point of contact for queries from Financial Advisors and/End consumers via phone/email/tickets
  • Understanding and confidently articulating multiple processes in both written and verbal format; specific to KYC (Know Your Customer) & Due Diligence, SLA reporting, Client MI Transactions and Support & Issue Resolution.
  • Answer customer queries in accordance with processes and procedures
  • Absolute ownership of queries through to satisfactory resolution
  • Gain and maintain a good understanding of Platforms within the Financial Services market
  • Follow procedures and instructions in order to ensure excellent client outcomes
  • Source answers and think logically to find solutions
  • Review data to ensure accuracy
  • Proactive feedback to other departments where required in order to ensure excellent client outcomes
  • Contribute and feedback in team meetings

Required Skills/Experience:

  • Excellent phone manner and experience of dealing with challenging calls
  • 5 GCSE's including maths and English language
  • 2 A Levels or equivalent
  • Willing to learn
  • Accurate with good attention to detail
  • Ability to work as part of a team and autonomously
  • Excellent communication skills both written and oral
  • Organised and diligent
  • Build rapport quickly and easily

Desirable Skills/Experience:

  • Financial Services industry experience
  • Confident user of Microsoft Word and Microsoft Excel
  • 3 - 6 months training alongside practical/on-the-job training
  • Work and learn across all areas of operations
  • 100% supervised for Platform Controls team work
  • 100% supervised for 3rd party work
  • 100% supervised / checked for funding / exceptions work

Personal characteristics:

  • Self-starter, willing to learn
  • Ability to adapt communication according to the audience
  • Ability to prioritise work
  • Confidence to ask questions and suggest process improvements
  • Embraces change positively
  • Able to work efficiently and accurately in a fast paced environment
  • Enthusiasm, energy and positivity

If this sounds like the dream job for you - Get in touch NOW!