We at Siamo are thrilled to offer an exciting opportunity to join a prestigious and highly acclaimed business based in Swindon as a Customer Service Executive. This role has arisen due to our client’s continuous growth and their commitment to expanding their market presence while enhancing their reputation.
Our client, a leading player in the UK Wealth Management sector, is renowned for their exceptional employee benefits and dedication to staff welfare. They offer outstanding career progression pathways and first-class benefits. As a Customer Service Executive, you will be a key support link between the business and its clients, making this role crucial to their continued success. If you are a professional, enthusiastic individual with a strong background in customer service, this role is ideal for you.
What’s on offer for the Customer Service Executive:
25 days of annual leave plus bank holidays, increasing annually up to 30 days.
A competitive contributory pension scheme.
Performance-based bonuses tied to individual achievements and targets.
Team bonuses reflecting overall company performance.
Comprehensive life cover, healthcare support, and death-in-service benefits.
Regular company events and celebrations.
Early finish on Fridays.
Breakfast options available in the mornings.
Extensive training opportunities with tailored growth plans.
Support for achieving relevant qualifications, both in terms of time and financial assistance.
Core Responsibilities for the Customer Service Executive:
Serve as the primary contact for all role-related inquiries.
Respond promptly to emails, adhering to company SLAs and maintaining professionalism.
Escalate any administrative errors quickly to directors or practice managers.
Ensure all advisors have the necessary information for meetings, both digitally and in print.
Provide technical support, managing and resolving team technical issues.
Maintain and update confidential client information with high accuracy.
Oversee CRM workflows, ensuring tasks are logged accurately.
Assist with general administrative tasks as needed.
Support new team members during onboarding.
Communicate proactively with practice and office managers about potential concerns.
Implement effective work control strategies to maximize efficiency.
Expand expertise in financial services, focusing on pensions, investments, and tax trusts.
Maintain a professional, courteous, and prompt attitude in all interactions, whether face-to-face, on the phone, or via email.
The Ideal Customer Service Executive will have:
Previous experience in a customer service role.
A full UK driving license.
Strong communication skills, both written and verbal, with the ability to clearly interpret and convey complex information.
Exceptional organizational skills and attention to detail, especially in record-keeping and managing client interactions.
The ability to build and maintain trusted relationships with clients and colleagues.
A proactive and self-motivated approach with excellent time management.
A calm and professional demeanour, even under pressure.
Familiarity with CRM systems and proficiency in Microsoft Office