Customer Financial Services Professional

1 month ago


London, Greater London, United Kingdom 3R Truck Service Full time

Customer Service Executive Opportunity

We are seeking a skilled Customer Service Executive to join our team at 3R Truck Service. As a key member of our operations team, you will be responsible for delivering exceptional customer service and ensuring our customers receive the best possible experience.

Key Responsibilities

  • Act as the primary point of contact for customers, handling all telephone enquiries and providing professional and courteous service.
  • Manage all in-life processes, including settlement requests, reschedules, account queries, refunds, and cash reconciliations.
  • Liaise with internal departments to assist with both in-life requests and customer queries.
  • Maintain accurate and up-to-date customer records.
  • Identify opportunities for process improvements and recommend changes to enhance our customer service delivery.

Requirements

  • Proven experience as a Customer Service Executive or similar role in the finance industry, with a strong understanding of asset finance or related sectors.
  • Excellent communication skills, both verbal and written, with a customer-centric approach.
  • Good numerical skills and excellent attention to detail.
  • Experience in dealing with CRM systems or the ability to learn new system processes.
  • Knowledge of the Asset Finance industry and its products.


  • London, Greater London, United Kingdom Salisbury Financial Services Full time

    We are seeking a mature and professional-minded individual to provide administrative support to our advisory and technical team.This full-time role is based in Gerrards Cross, where you will work closely with colleagues and high-net-worth clients. You will be responsible for data entry, record keeping, and obtaining illustrations, key features documentation,...


  • London, Greater London, United Kingdom Cherry Professional Full time

    Job Title: Financial Management ProfessionalLocation: VariesAbout the Role:We are seeking an experienced Financial Management Professional to join our team at Cherry Professional. The successful candidate will be responsible for providing financial support and analysis to our business, ensuring accurate and timely financial reporting.Salary: £45,000 -...


  • London, Greater London, United Kingdom Randstad Financial & Professional Full time

    **Job Overview**Randstad Financial & Professional is seeking a skilled Financial Markets Specialist to join its team. This role will be responsible for managing client relationships, executing trades, and contributing to the firm's revenue growth.**Key Responsibilities:**Client Management:  Build and maintain strong relationships with institutional and...


  • London, Greater London, United Kingdom Jigsaw Financial Full time

    About Jigsaw FinancialJigsaw Financial is a dynamic organization that offers an exciting opportunity for a skilled individual to join our team as a Financial Services Relationship Manager.We are committed to delivering exceptional service to our clients and partners, and we believe that this role will play a crucial part in achieving our goals.Job...


  • London, Greater London, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    About the RoleWe are seeking an experienced Paraplanner to join our team at Burgh Recruitment Ltd (Financial Services). As a key member of our financial services team, you will provide technical expertise throughout the client advice process, undertaking research and analysis to produce financial planning solutions. You will also assist with presentations...


  • London, Greater London, United Kingdom PXP Financial Full time

    Key ResponsibilitiesAs a Financial Services Marketing Expert at PXP Financial, you will monitor product performance and customer engagement, adjusting strategies based on analytics. You will also partner with teams across PXP to ensure unified messaging and brand consistency.


  • London, Greater London, United Kingdom DA Financial Trading Recruitment Full time

    Job OverviewDA Financial Trading Recruitment is seeking a highly skilled Customer Service Specialist to join their team in London. This is a fantastic opportunity for an Italian speaking individual with excellent customer service skills to work in the financial services industry.


  • London, Greater London, United Kingdom Al Fardan Exchange L.L.C Full time

    We are seeking a highly skilled Customer Service Professional to join our team at Al Fardan Exchange L.L.C. This role offers an exciting opportunity to work in a dynamic environment, providing exceptional customer support and ensuring a positive experience for our clients.Key Responsibilities:Support agents with inquiries, resolve issues, and assist with...


  • London, Greater London, United Kingdom CV-Library Full time

    Established in Hove, a leading Financial Services firm seeks an experienced Senior IFA Administrator to deliver exceptional customer service and administrative support.Job SummaryThe ideal candidate will possess a solid understanding of the Financial Services sector, excellent communication skills, and proficiency in handling administrative tasks within a...


  • London, Greater London, United Kingdom Absa Group Full time

    Are you looking for a challenging career in the financial sector?We have an exciting opportunity for a talented professional to join our team as a Financial Services Professional!About Absa Group:As a leading diversified African financial services group, we deliver integrated products and services across personal and business banking, corporate and...


  • London, Greater London, United Kingdom 3R Truck Service Full time

    Job SummaryWe are seeking a skilled Financial Services Professional to join our team at 3R Truck Service in London. This role involves providing exceptional customer service and support to customers in the asset finance industry.


  • London, Greater London, United Kingdom Transact Full time

    About the RoleWe are seeking a Financial Services Professional to join our team as a Client Service Manager. As a key member of our business, you will be responsible for managing relationships with independent financial advisers while processing portfolio instructions within agreed timescales.The ideal candidate will have experience in corporate customer...


  • London, Greater London, United Kingdom Quilter Financial Planning Full time

    About the Role:We are seeking an experienced Financial Adviser to join our team at Quilter Financial Planning.About the Business:Our business is a financial planning business, with purpose-led financial planning at the heart of what we do.About the Team:You will be working closely with our clients, engaging with them on a personal level and encouraging them...


  • London, Greater London, United Kingdom Royal Bank of Canada Full time

    Job OverviewWe are seeking a skilled Financial Services Professional to join our team as an Investment and Retirement Planner. This role will involve creating custom investment solutions for prospective and existing clients within the London Market.As a key member of our team, you will be responsible for providing world-class advice and solutions that help...


  • London, Greater London, United Kingdom Metro Bank Plc Full time

    We are seeking a talented Financial Services Professional to join our team at Metro Bank Plc. As a key member of our Commercial Lending team, you will be responsible for providing financial services to our commercial borrowing customers.ResponsibilitiesProvide financial services to commercial borrowing customers, including managing their ongoing needs and...


  • London, Greater London, United Kingdom DA Financial Trading Recruitment Full time

    About the Role:This is an exciting opportunity for a Italian Speaking Customer Service Representative to join our team at DA Financial Trading Recruitment.Job Summary:We are seeking a highly skilled and experienced Customer Support Associate to provide exceptional service to our clients in the FX/CFD Trading industry.Main Responsibilities:Customer Queries:...


  • London, Greater London, United Kingdom Financial Staffing Solutions Full time

    We are seeking a highly skilled Financial Services Expert to join our team at Financial Staffing Solutions in Central London.About the RoleAs a key member of our outsourcing arm, you will play a critical role in preparing financial reports, maintaining accounts, and liaising with clients and HMRC. This exciting opportunity offers a career path and varied...


  • London, Greater London, United Kingdom Financial Divisions Full time

    We are seeking a highly skilled Paraplanning Professional to join our team at Financial Divisions in Central London. With a strong focus on delivering exceptional customer service, our client serves high net worth individuals and families across London and the Southeast.The ideal candidate will possess a Level 4 Diploma qualification as a minimum and have...


  • London, Greater London, United Kingdom HSBC Full time

    Are you looking to advance your career in a dynamic and challenging environment? HSBC offers unparalleled opportunities for growth and development, with a focus on excellence and customer satisfaction.About UsAs one of the world's leading banking and financial services organizations, HSBC provides a wide range of innovative products and services to meet the...


  • London, Greater London, United Kingdom P10 Financial Group Full time

    Role OverviewWe are seeking an experienced Financial Services Advisor to join our dynamic team at P10 Financial Group in London. The ideal candidate will have a strong background in accounting and financial services, with excellent communication skills and the ability to work closely with clients and colleagues.The role offers a competitive salary of...