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Customer Service Executive

3 weeks ago

London, United Kingdom Ixceed Full time

**Role: Front Office Executive/Customer Service Executive**

**Location: London, UK (On-Site)**

**Mode: Onsite (5 days a week)**

**Type: Permanent**

ob Details:
**Key Responsibilities**:

- Greet and assist clients, customers, and visitors in a professional manner.
- Manage the front desk, answer incoming calls, and direct them appropriately.
- Schedule appointments and maintain meeting rooms.
- Provide accurate information regarding banking/financial/insurance services and direct inquiries to the appropriate department.
- Handle client documentation and ensure all paperwork is correctly filed and processed.
- Coordinate with internal departments such as sales, customer service, operations, and compliance.
- Maintain the reception area and ensure it is tidy and presentable at all times.
- Assist with onboarding clients by collecting KYC documents and verifying information.
- Ensure strict adherence to confidentiality, compliance, and data protection regulations

**Qualifications and Skills**:

- Bachelor's degree in **Finance, Commerce, Business Administration**, or a related field.
- 2-7 years of experience in a front office or administrative role, preferably in **banking, finance, or insurance**.
- Familiarity with **financial terminology, customer onboarding, and KYC/AML regulations**.
- Excellent communication and interpersonal skills.
- Proficient in MS Office (Word, Excel, Outlook).
- Strong organizational and multitasking abilities.
- High level of professionalism and customer service orientation.

**Job Type**: Permanent

Pay: £25,000.00-£27,000.00 per year

**Experience**:

- Customer service: 3 years (required)
- Banking, finance, or insurance: 2 years (required)
- KYC/AML regulations: 3 years (required)