Customer Service Executive - Financial Services

Customer Service Executive - Cheltenham

Do you have a passion for Customer Service? Do you have an exceptional telephone manner? Do you have excellent verbal and written communication skills? Are you able to build rapport quickly and confident speaking with clients? If so, please keep reading.

Attivo Group have an opportunity for a Customer Service Executive to join our Client Services Team. We are a fast growing financial services business and are looking for someone who can deliver an excellent customer experience. The successful candidate will be responsible for dealing with all incoming queries from existing clients and ensure an outstanding client experience every time.

As a business, we fully support hybrid working and have both working from home and flexible working policies. For this particular role, we would expect the candidate to be based at Cheltenham Head Office a minimum of three days per week after the initial training period which would require full time attendance in the office. Cheltenham is ideally located for candidates commuting from across Gloucestershire, Worcestershire, Oxfordshire, and Bristol.

We provide our advice and service through Attivo, one of the very few Independent, Chartered, Occupational Pension Specialist, financial planning firms in the UK. We aim to deliver the most professional, technically competent, independent advice and service to our clients. We want to be seen as a leader in the financial planning sector, to help change the standing of financial planning to be recognised as a genuine profession and to ensure we, and the profession, contribute positively to society and the economy.

Main responsibilities

• Ensuring that all enquiries are handled in an efficient and timely manner, delivering exceptional levels of customer service to all clients.
• Adherence to the requirements laid out by the FCA in terms of compliance, customer risk and Treating Customers Fairly (TCF) principles
• Ensuring that all client interactions are documented accurately on Intelligent Office and adhere to GDPR
• Using knowledge of Attivo Group products and services, Identifying new business opportunities
• Work closely with other team members and Financial Planners to provide the best services to all new and existing clients.
• Ensure that all activities are accurately recorded and updated
• Proactively maintain an up-to-date knowledge of the Business processes and service offerings to its clients.

Qualifications, skills and experience

• Minimum 5 GCSE’s graded A-B (6), or equivalent, including Maths and English
• Experience of working in a similar role within Financial Services is desirable
• Previous customer service experience demonstrating a high standard of service in every customer interaction is essential
• Excellent interpersonal, listening, numerical and IT skills
• Professional, ethical and discreet
• Ability to build and maintain ongoing client relationships
• Ability to work well under pressure whilst maintaining excellent attention to detail.
• Educated to degree level, preferably in Economics, Maths, Accountancy and Finance or Business Management would be beneficial

Salary and benefits

Up to £27,000, depending on qualifications and experience

Attivo also offers:

• Excellent company benefits package including a non-contributory Pension Scheme, Private Medical Insurance, Income Protection, Critical Illness and Death in Service
• Generous holiday allowance, rising with length of service
• Work from home and flexible working available
• Cash plan for all employees
• Discounted corporate gym membership
• Parking allowance for employees who live over 1.5 miles away from the office (Cheltenham only)
• Regular company social events
• Charity days
• Excellent culture, promoting employee wellbeing and engagement.

Recruitment Policy

Attivo is committed to being an Equal Opportunities employer. If you require reasonable adjustments at any stage of the recruitment process, please let us know and we will endeavour to make the process as accessible and as fair as possible.