Customer Service Executive – Financial Services

About the role

Are you passionate about delivering outstanding customer experiences? Our client, a leading financial services provider in West Sussex, is expanding and looking for a Customer Service Executive to join their dynamic team. This is an excellent opportunity for someone with strong customer support skills and a proactive approach to problem‑solving.

Key responsibilities

• Be the first point of contact for customers and members.
• Manage enquiries across multiple channels (phone, email, live chat).
• Work closely with internal teams to resolve complex queries.
• Contribute ideas for process improvements to enhance service delivery.
• Build knowledge of financial products, compliance, and best practices.

Required profile

• Previous experience in customer service, contact centre, or client support.
• Financial services, banking, or insurance experience is a plus (not essential).
• Excellent written and verbal communication skills.
• Ability to stay calm under pressure and maintain attention to detail.
• Strong problem‑solving skills and a genuine desire to help customers.
• Organised, self‑motivated and confident using CRM systems and Microsoft Office.

Required skills

• CRM systems
• Microsoft Office

What we offer

• Competitive salary and bonus schemes.
• Generous pension contributions.
• Professional development and study support for industry qualifications.
• Private healthcare, insurance and income protection.
• Family‑friendly leave policies.
• On‑site gym, social events and volunteering opportunities.
• Travel loans and a cycle‑to‑work scheme.