Client Support Executive, Office Angels

Office Angels

Location:
United Kingdom, Exeter

Category:
Banking

Contract Type:
Not provided

Salary:

28000.00 - 33000.00 GBP / Year

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Job Description:

Are you a customer-focused individual with a passion for providing exceptional service? Founded in 1833 our client is leading the Private Banking and Wealth Management industry and are now seeking a dedicated and enthusiastic Client Support Executive to join their team! A unique opportunity for someone with a background in financial services, banking or corporate services to develop their career or someone leaving education to kickstart theirs!

Job Responsibility:

Handle incoming calls and respond to internal and external client inquiries related to account balances, statements, and transactions
Process internal transfers and ensure all payment process requirements are met
Address card-related queries, including activation requests, PIN reminders, and unauthorised card transactions
Handle client payment requests, ensuring adherence to company procedures
Provide support for Online Banking and Mobile App queries, password resets, and online payment verifications
Assist with cheque queries, stop cheque requests, and standing order and direct debit inquiries
Manage amendments to static data, including address changes
Process other requests such as audit letters and tax certificates
Maintain client records, ensuring efficient archiving and filing
Handle clients' complaints and errors promptly, following the established process

Requirements:

Experience in delivering excellent customer care
Education A Levels or equivalent
Ability to provide a high level of client service
Strong numeracy, literacy, and computer skills
Knowledge of savings, banking, or financial services is desirable but not essential
Previous experience in a client-facing role is desirable but not essential
Ability to work effectively within a team environment
Excellent verbal and written communication skills
Strong organisational and time management skills
Ability to maintain confidentiality and exercise discretion
High level of accuracy and attention to detail
Willingness to learn various banking systems and tasks
A positive and can-do attitude

Nice to have:

Knowledge of savings, banking, or financial services
Previous experience in a client-facing role

What we offer:

Competitive salary
Pension and holiday allowance
Private health cover
Discretionary bonuses
Progression opportunities

Additional Information:

Job Posted:
June 11, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Client Support Executive