Full job descriptionClient Services Executive - Financial Services - Remote Working (UK) – up to £43k
We are on the hunt for a proactive, personable and professional Client Services Executive to join a successful financial services company on a predominantly remote working (UK) basis.
The role may be in the financial services sector, but it is in no way a stuffy, corporate environment - this is a Client Services role working in a scaling organisation, that is part of an existing and incredibly successful brand.
Suitable candidates will possess experience in similar client-facing roles, have financial services experience (knowledge of P2P, Onboarding, AML and KYC etc.) and be able to hit the ground running, supporting customers in a friendly and professional manner.


Key responsibilities as the Client Services Executive will include:
*First point of contact for client liaison
*Responding to queries from clients regarding investments, how the product or platform works and queries regarding money in and withdrawals
*Supporting transfers of funds from other ISA providers and transfers out to other ISA providers
*Assisting potential customers with the application and onboarding processes
*Reconciling receipts on the platform to bank accounts daily
*Completing KYC checks
*Database management
*Reporting any platform anomalies
And more!


Skills and experience required:
*Previous experience in a similar client-facing role in a financial services organisation
*Knowledge of P2P, ISAs and financial products and investments
*Solid understanding of AML and KYC
*Excellent verbal communication skills and the ability to liaise professionally at all times
*Impeccable written language skills with excellent grammar and punctuation
*Highly organised with the ability to prioritise and multi-task
*Database management experience
*IT literate including MS Office and ideally Slack and Zendesk
*Flexible, motivated and reliable
*Able to work professionally from home and attend the London office when required (approximately 4-5 times per year)


Further Information:
This is a full-time role working 8.30am – 5.30pm, Monday to Friday. Remote working is offered, although you will need to attend the London office approximately 4-5 times per year for company meetings/events).


Interested in this great role?
If you have the experience, knowledge and skills we’re looking for and wish to be considered for this full-time role, we’d love to hear from you. Please ensure your CV showcases your capabilities and submit it ASAP, quoting ’AE – Client Services Executive – Financial Services’