Financial Services Executive

My client needs a Financial Services Executive for an immediate start. Are you available to start in a week's time? This is a temporary role for approx 12 weeks and would suit a self-starter, with ambition in a financial services setting.

Main Responsibilities

• Inbound/Outbound Call Handling

• Updating Customer Files

• Communication with Internal Departments

• Handling Documentation and Transferring to Relevant Departments

• Meeting Operational Targets

🧠 Skills & Experience Required

• Experience: Previous contact center or financial services experience is preferred

• Tech Savvy: Ability to quickly pick up new systems and have good working knowledge of MS Office

• Communication: Strong verbal and written communication

• Adaptability: Can handle change and fast-paced work, including high-volume data processing.

• Accuracy & Accountability: High attention to detail, follow procedures, and take ownership of work.

• Team-Oriented: While able to manage own workload, you're also expected to collaborate and contribute to team goals.

✅ Who This Role Suits

This is ideal for someone who:

• Enjoys problem-solving and helping customers

• Is confident working with KPIs within a team setting

• Wants to grow in a financial services or loan administration environment

• APA or similar is preferred