Customer Service Executive - Financial Services

Our Client is an FCA authorised Financial Technology company which is revolutionising the cash deposit market in the UK.

They have harnessed technology to create the UK’s market-leading cash platform – empowering clients to earn more interest income and diversify risk by enabling them to compare and research hundreds of instant access, notice, term deposit rates (from 26 banks) and open multiple (Sterling, US Dollar or Euro) accounts in a matter of clicks, on completion of just one application.

This is a dynamic and entrepreneurial business with an extremely focused team. We are growing fast, are backed by great investors, and have recently been shortlisted for some top Finance, Technology and Innovation awards. We are the clear leader in the UK market with the most assets and the largest team, by a significant margin.

Meet the team

We come from a wide variety of backgrounds and bring many different skills and attributes. We have a fun, informal and hard-working culture. We are passionate about providing an innovative technology-based solution to our clients and are determined to ensure that we deliver the best possible service, so as a team we are constantly challenging, testing and adapting the way that we do things. We are also very committed to working with integrity, doing the right thing, and building a company on solid foundations.  We reward and promote based on a meritocratic culture and all of our team members have the opportunity to become shareholders in our business through our employee share option scheme.

About the role

We are continuing to grow rapidly and are looking for ambitious individuals to join our Customer Care team – which is at the core of our business!

Your days are guaranteed to be varied and we will encourage you to think about how to improve our service and will always welcome your ideas. Your role will change and adapt with the business needs as we grow, and we will ensure that you receive the training you need in order to succeed.

Not only will you wear multiple hats within the Customer Care team, you will also get exposure to all of the other parts of the business, including Marketing, Finance, Project Management, Sales, and IT. 

Your normal hours of work will be 9am to 5.30pm, although there may be times when additional hours are required to cope with peaks in business activity. We know you have a life outside of work and we look to ensure that everyone has a positive work/life balance. You’ll work from our 16th and 17th Floor offices in London’s West End, on the corner of Pall Mall and Haymarket, which we think have the best views of London (not that we are biased!).

About you

We are looking for someone who is clever, ambitious, meticulous and personable. You will want a career rather than a job.  You will have customer-facing experience and will be passionate about going the extra mile in order to deliver excellent service

Overview: First point of contact for our customers with queries, complaints, advice.

Typical tasks:

  • To respond proactively to all client queries/enquiries

Skills required: A proven track record of managing and exceeding client expectations

  • Strong interpersonal skills and a “Can do” attitude
  • The ability to stay calm and work well under pressure
  • The ability to prioritize and multitask efficiently
  • Proven commitment to the accuracy and completeness of information
  • Excellent written and verbal communication skills
  • Experience using Microsoft Word and Excel
  • University degree educated (or the relevant experience to compensate) with 2 years minimum experience working in a client service or operational role, ideally within the financial services industry