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.