Client Services Executive

Banking and Financial


RecruitGibraltar are currently helping our client who is a long established and reputable financial company who offer long term career growth, excellent salary, relocation assistance, and a rewarding working environment where you can make a real impact. They are looking for a Customer Service / Administrator (Financial Services) who will be the first port of call for all incoming enquiries/calls. The candidate needs to demonstrate an ability to service the existing client base and be able to deal with incoming calls in regard to financial services / banking.

What is the plan for the Customer Service / Administrator (Financial Services) role?

The Customer Service / Administrator is expected to process from start to finish new client relationships having to deal with the administration side of this and also liaising with the client constantly. The candidate also needs to liaise with banks & providers in this respect to get the relationship on-board efficiently and quickly. Customer service is the critical factor to ensure successful continuation of the high level of service currently being provided.

What do you know that makes you a great Customer Service / Administrator?

You will have experience from a banking or financial services background and preferably from an investment, bank or IFA background
Mature individual who is comfortable dealing with people at all levels within the organisation including senior management. Must be responsible, honest, trustworthy, tolerant and a good communicator who can empathise and get on with others and work as part of a team.
We need somebody that is not going to be overwhelmed working for a small firm where he/she will be expected to adapt and multi-task continuously - this proves very challenging and we need someone who can cope with this.
Must be accurate, pay attention to detail, with the ability to prioritise and structure their work, ability to utilise available technologies including MS Office to maximise productivity, manage a heavy workload and meet strict deadlines

Salary circa 28K - 32K based on experience

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