Senior Customer Service Executive - Financial Services

Senior Customer Service Executive - Financial Services
Location: Fully office-based - Birmingham
Salary: £31,000+ (Negotiable for exceptional experience)
Contract: Full-time, permanent
About the Role
We are seeking an experienced and proactive Senior Customer Service Executive to join a growing Financial Services team of eight. This is a hands-on, senior-level position requiring strong administrative and client communication skills alongside solid industry knowledge.
The successful candidate will have at least 3 years' experience within Financial Services, this could be in banking, credit card services, insurance, or similar sectors, ideally at a senior or team leader level.
Key Responsibilities

• Handling inbound client calls (low volume) in a professional and efficient manner.

• Performing Anti-Money Laundering (AML) checks and KYC compliance tasks.

• Managing email and written client communications.

• Undertaking administrative duties such as scanning and general office support (limited volume).

• Escalating complex queries within the team where appropriate.

• Supporting the preparation and review of regulatory documents including Prospectuses, Fund Fact Sheets, and Key Information Documents.

About You

• Minimum 3 years' experience in Financial Services at a senior or team leader level.

• Previous exposure to AML/KYC/Compliance processes.

• Experience handling regulatory documents (desirable).

• Strong attention to detail and organisational skills.

• Excellent verbal and written communication skills.

• A team player with the ability to work independently.

Benefits

• Competitive salary, negotiable for candidates with exceptional experience.

• Fully funded professional qualifications.

• Supportive and collaborative team environment.

Working Hours:
Monday to Friday, 8:30am - 5:00pm, fully office-based.