Senior Customer Service Executive – Financial Services

Description

Senior Customer Service Executive – Financial Services

Location: Fully office-based – Birmingham

Salary: £31,000+ (Negotiable for exceptional experience)

Contract: Full-time, permanent

About the Role

We are seeking an experienced and proactive Senior Customer Service Executive to join a growing Financial Services team of eight. This is a hands-on, senior-level position requiring strong administrative and client communication skills alongside solid industry knowledge.

The successful candidate will have at least 3 years’ experience within Financial Services, this could be in banking, credit card services, insurance, or similar sectors, ideally at a senior or team leader level.

Key Responsibilities

Handling inbound client calls (low volume) in a professional and efficient manner.

Performing Anti-Money Laundering (AML) checks and KYC compliance tasks.

Managing email and written client communications.

Undertaking administrative duties such as scanning and general office support (limited volume).

Escalating complex queries within the team where appropriate.

Supporting the preparation and review of regulatory documents including Prospectuses, Fund Fact Sheets, and Key Information Documents. About You

Minimum 3 years’ experience in Financial Services at a senior or team leader level.

Previous exposure to AML/KYC/Compliance processes.

Experience handling regulatory documents (desirable).

Strong attention to detail and organisational skills.

Excellent verbal and written communication skills.

A team player with the ability to work independently. Benefits

Competitive salary, negotiable for candidates with exceptional experience.

Fully funded professional qualifications.

Supportive and collaborative team environment. Working Hours:

Monday to Friday, 8:30am – 5:00pm, fully office-based

Ad ID: 5416932771