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’