Financial Customer Support

Gleeson Recruitment Group
23 Sep 2018
29 Oct 2018
Contract Type
Full Time

Our client is exciting Financial Services organisations based in Lichfield and due to continued expansion they are presently looking to recruit 2 x Financial Customer Support and 2 x Graduate Financial Customer Support to join their growing team.


  • Developing and managing relationships with financial advisers and administrators through understanding their requirements and being trained up to be experts in their technology
  • Providing support to Investment managers and their staff
  • Managing all queries received either by phone, email or letter
  • Processing requests to agreed service levels
  • Supporting the on boarding and set up of new Customers - this will include the training of the new Customers and on site visits
  • Communications to our customers

Candidate requirements:

Degree qualified or equivalent. Extremely driven and motivated. Excellent written and verbal communication skills. Proficient in IT. Excellent work ethic. Desire to build a career

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