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Customer service representative
Client Services Executive - ISA & Stockbroking Admin

Client Services Executive - ISA & Stockbroking Admin

Tiger Recruitment

Posted a day ago, valid for 5 days

London, Greater London EC2V7NQ, England

£16 - £20 per hour

Part Time

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Sonic Summary

The position is for a Client Services Executive in ISA & Stockbroking Admin, offering a salary of £16 - £20 per hour.
The role is based in Liverpool Street, City of London, and requires working five days in the office from 9:00am to 5:30pm.
Candidates must have experience in Client Services within financial services, particularly handling client queries related to ISAs and funds.
The position starts as temporary but has the potential for longer-term opportunities within the company.
Strong written communication skills, attention to detail, and proficiency with Microsoft Office and CRM systems are essential for this role.

Client Services Executive – ISA & Stockbroking Admin£16 - £20 per hourLiverpool Street, City of London5 days in office9:00am – 5:30pm I am currently working with my client on a fantastic opportunity for a Client Services Executive to join a fintech, with beautiful offices near Liverpool Street, supporting the ISA and Stockbroking operations. You will need to have experience of having worked within Client Services in financial services, including dealing with client queries over the phone and email, relating to ISAs and funds. Initially this will be a temporary position, with the potential to then be considered for longer term roles within the company.What you’ll do:

Correspond with clients professionally and efficiently, via email and secure messages.
Process queries relating to ISAs and stockbroking, adhering to internal policies and procedures.
Maintain client database and internal systems.
Liaise with relevant departments to escalate complex issues.

What you’ll need:

Experience working within a Client Services Team in a financial services environment.
Strong written communication skills and attention to detail.
Always maintain a high standard of accuracy when handling compliance.
Be able to work effectively within a fast-paced environment.
Proficient with Microsoft Office and CRM systems.
An awareness of FCA is a desirable attribute.

If you have the desired experience and skillset, please apply now! REF: CLS91528Tiger is B Corp Certified. We are part of a global movement of businesses committed to improving social and environmental conditions around the world.

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