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Job overview

Customer Service Executive

Our client is a leading name within UK Financial Services. Due to continued growth and success, they are looking for a Customer Services Executive to join one of their high-performing teams on a permanent basis.

The Customer Services Executive will take responsibility for:

  • Managing the Client Relationship Management (CRM) system
  • Communicating with customers clearly and cohesively to organise meetings and arrange appointments
  • Prepare meeting packs for client appointments
  • Handling customer queries
  • Managing cash balances and cash movements including raising invoices for advice fees and chasing for payments
  • Working in accordance with regulatory framework

The Customer Services Executive will meet the following skillset:

  • Previous experience in a customer service role
  • Excellent attention to detail
  • Proven ability to deliver outstanding customer service
  • Goes 'above and beyond' for a customer
  • Strong communication skills - both written and verbal
  • Demonstrates initiative

This is an exciting opportunity to join a dynamic team at one of the North-West's most iconic employers. The business offers a strong benefits package and flexible working arrangements.

If you believe your background meets the criteria, please apply with a copy of your CV.

Sellick Partnership is a market-leading professional services recruitment specialist operating across the UK. Over the years we have built up an enviable relationship with employers and our expert team of consultants boast up-to-date market knowledge and a strong reputation making Sellick Partnership best placed to help you. Please note our advertisements use years' experience and salary levels purely as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. For information on how your personal details may be used by Sellick Partnership, please review our data processing notice which can be found in the footer on our website.

Reference: 910632_1542811347