Client Services Executive - Financial Services - Remote Working (London/England) - Part Time / Reduced Hours - £40k pro rata

We are on the hunt for a proactive, personable and professional Client Services Executive to join an incredible financial services company based in London, 5 days per week on reduced hours.

This role is in the financial services sector but it is in no way a stuffy, corporate environment - this is a Client Services role that will soar within an amazing scaleup, that is part of an existing and incredibly successful organisation/brand.

As this is a reduced hours / part time role, it would suit those who may want to work around school hours or have other commitments, 5 days per week. Our client is offering remote working with flexibility over the hours worked during standard office hours.

Ideal candidates will possess experience in a similar client-facing role, have financial services experience (knowledge of Onboarding, AML and KYC etc) and be able to deal with 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 re 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 process
• Reconciling receipts on platform to bank accounts daily
• Completing KYC checks
• Database management
• Reporting any platform anomalies
• And much 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
• Understanding of Onboarding, 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
• Flexible, professional, motivated and reliable

Interested in this great part time role?

If you want to be considered for this fantastic opportunity then don’t delay - ensure your CV showcases all your skills and experience and submit it NOW, quoting ‘AE - Client Services Executive - Part Time’