Client Services Executive - Part Time

Client Services Executive - Financial Services - Remote Working (UK) - 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 SW London, on a part time basis.

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 external commitments, 5 days per week. Our client is offering 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 AML and KYC Excellent verbal communication skills (fluent English required) 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’