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Trainee Customer Service Specialist

Job Posted: 9 hours ago

Salary: £ 25,000 - 27,000 / Annum
Job Type: Permanent
Location: Swindon

Expire in: a month

Job Description

We here at Siamo Recruitment are excited to be collaborating with a leading UK wealth management firm - an industry leader known for excellence and innovation.

The Trainee Customer Service Specialist role provides an excellent opportunity to gain experience, expand your skills, and continue your professional development within a rapidly evolving industry.

Founded in 2002, this strong brand was built on a commitment to delivering personalised financial advice through a truly holistic approach.
The company strive to exceed expectations by recognising that people’s financial circumstances evolve over time.
In this introductory role, you will actively engage with customers, develop new relationships, and foster existing ones, while collaborating with the UK’s leading financial advisers.
 
WHAT BENEFITS DOES OUR CLIENT OFFER:

Competitive starting salary starting from £25,000 - £27,000
Performance related bonus scheme paid up to 25% of annual salary.
Early finish on Fridays
Hybrid working environment
25 days annual leave, with additional days awarded based on years of service
Clear career progression and support to achieve further professional qualifications
Pension scheme
Christmas and summer company outings 
THIS TRAINEE CUSTOMER SERVICE SPECIALIST ROLE INCLUDES:

Manage and resolve technical queries
Act as a primary point of contact for clients, delivering timely information and resolving any technical issues they encounter
Update CRM system accordingly
Ensure all relevant spreadsheets are accurately maintained and kept up to date
Keep up with industry and internal changes that that may affect your role 
THE IDEAL CANDIDATE FOR THIS ROLE WILL REQUIRE THE BELOW:

Demonstrates initiative in identifying solutions and assisting others
Eager to learn and quickly adapt in fast-paced environments.
Ability to multitask and carry out tasks to the highest level
Confident with electronic data systems
Experience with excel, word & Microsoft outlook
Ability to balance conflicting demands in a calm and friendly manner
Precise and an eye for detail 
Like minded job titles: 
Customer Service Executive, Customer Service Administrator, Client Administrator, Trainee Financial Advisor, Customer Care Associate & Administrator

Before You Apply

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Bank details.
National Insurance number.
Date of birth.

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Looking for your next career move? Join a top company hiring Trainee Customer Service Specialist job near me in Swindon! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!