About Company
Seeking a dynamic start to your finance career? Career.zycto empowers professionals like you to connect with impactful opportunities across the UK. We specialize in identifying roles where your skills in customer engagement and financial acumen can truly thrive. For a Customer Relationship Assistant in Finance, our commitment to fostering growth means you’ll find an environment that values your dedication to client success and offers clear pathways for development. Join us and discover where your passion for service meets unparalleled professional potential.
Job Description
Are you an aspiring finance professional with a passion for building lasting relationships and providing exceptional service? Career.zycto is excited to partner with a leading financial institution in Pendlebury, Manchester, to find a dedicated Customer Relationship Assistant – Finance. This pivotal role offers an outstanding opportunity to kickstart your career in a dynamic and supportive environment, where your contributions directly impact client satisfaction and business growth. We are seeking an individual who is not only detail-oriented and organized but also possesses a genuine desire to understand client needs and provide tailored financial support with precision and empathy.
As a Customer Relationship Assistant, you will be at the forefront of our client engagement, serving as the first point of contact for a diverse portfolio of clients. Your responsibilities will span handling a comprehensive range of enquiries related to their financial products and services, including investments, savings, and loans. You will expertly assist with account management, meticulously process transactions, accurately explain product features, and ensure all client interactions not only meet but exceed expectations, all while strictly adhering to regulatory standards and internal policies. This role is perfect for someone who thrives in a fast-paced setting and is eager to develop a deep understanding of various financial services. You’ll have the chance to hone your customer communication skills, problem-solving abilities, and financial acumen daily. You will collaborate closely with senior relationship managers and financial advisors, gaining invaluable insights into complex financial strategies, market trends, and sophisticated client portfolio management. This collaborative environment is designed to provide you with robust support and unparalleled learning opportunities. We are committed to fostering a culture of continuous learning and professional development, providing you with the tools, training, and mentorship necessary to excel and advance within the challenging and rewarding financial sector. If you’re ready to contribute to a team that prides itself on integrity, client focus, and professional excellence, consistently striving for the best outcomes for our clients, this is your chance to shine. Join us in making a tangible difference in our clients’ financial journeys and building a stellar career foundation.
Key Responsibilities
- Serve as the primary point of contact for client inquiries via phone, email, and in-person.
- Provide accurate and timely information regarding financial products, services, and account status.
- Assist clients with account opening, maintenance, and transaction processing.
- Resolve client issues and complaints efficiently and professionally, escalating when necessary.
- Maintain meticulous records of client interactions and transactions in the CRM system.
- Collaborate with Senior Relationship Managers to support client portfolios and implement financial strategies.
- Ensure strict adherence to all financial regulations, compliance procedures, and internal policies.
- Identify opportunities to enhance client relationships and support cross-selling initiatives.
- Participate in ongoing training and professional development to stay abreast of industry changes and product knowledge.
Required Skills
- Minimum of 1 year experience in a customer service or administrative role, preferably within the financial sector.
- Excellent verbal and written communication skills with a professional and empathetic approach.
- Demonstrable numerical aptitude and attention to detail.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
- Strong organizational skills and ability to manage multiple priorities in a fast-paced environment.
- A genuine interest in financial markets and products.
- Ability to work effectively both independently and as part of a team.
Preferred Qualifications
- A-Levels or equivalent qualification; a degree in Finance, Business, Economics, or a related field is a plus.
- Experience with CRM software (e.g., Salesforce) or financial management systems.
- Basic understanding of financial regulations and compliance requirements (e.g., FCA rules).
- Proven track record of building and maintaining strong client relationships.
Perks & Benefits
- Competitive salary and performance-based bonuses.
- Comprehensive health and wellness benefits package.
- Generous paid time off and bank holidays.
- Pension scheme with employer contributions.
- Opportunities for professional development and career advancement.
- Mentorship programs and ongoing training.
- A supportive and collaborative work environment.
- Employee assistance program.
- Convenient location with easy access to public transport.
How to Apply
Ready to take the next step in your finance career? We encourage all qualified candidates to apply by clicking on the application link below. Please ensure your CV and cover letter highlight your relevant experience and passion for client service in finance. We look forward to reviewing your application!
