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Financial Services Associate

2 months ago

London, Greater London, United Kingdom Angela Mortimer Full time

Job Title: Hybrid, Financial Customer Services Associate

Job Type: Full-time, 1 Year Contract

Salary: £14/hour, rising to £16/hour after 6 months

About the Role:

We are seeking a highly skilled and motivated individual to join our team as a Hybrid, Financial Customer Services Associate at Angela Mortimer. As a key member of our customer service team, you will be responsible for providing exceptional service to our clients via various communication channels.

Key Responsibilities:

  • Client Communications: Respond to client inquiries via phone, email, or live chat, providing accurate and timely information to resolve issues and meet client needs.
  • Foreign Exchange Tasks: Calculate exchange rates and arrange trades/transfers for clients, ensuring accuracy and attention to detail.
  • Administrative Duties: Manage digital filing systems, perform general administrative tasks, and maintain CRM systems to ensure seamless client interactions.
  • Compliance Checks: Verify documents through systems to ensure compliance with regulatory requirements.

Requirements:

  • Finance Background: A finance graduate with a demonstrable interest in financial services is essential.
  • Customer Service Experience: 1 year of customer service experience is preferred but not essential.
  • Skills: Strong numerical, verbal, and written skills, exceptional organisational skills, and a strong work ethic.

What We Offer:

As a Hybrid, Financial Customer Services Associate at Angela Mortimer, you will have the opportunity to work in a dynamic and fast-paced environment, developing your skills and expertise in financial services. If you are a motivated and customer-focused individual with a passion for finance, we encourage you to apply for this exciting opportunity.