Customer Support Executive


Start Date:

Wednesday 28 July 2021




£18-20500 (dependant on experience) + annual bonus

Position Type:


Job Overview:

Customer Support Executive

We are working with a dynamic training business in the financial markets sector within the Bedford / Milton Keynes area. They enable people of all experience levels to earn a lucrative income from trading.

Main Purpose of the Job

To provide a high level of customer support and assistance for clients at all stages of their coaching journey.

Key Tasks and Responsibilities

  • Assisting clients in the initial set up and start their coaching process.
  • Handling inquiries through incoming calls/emails both internally and externally
  • Contacting clients to check in with their progress.
  • Being the main point of contact for your number of clients to support.
  • Assisting clients on ongoing support programmes.
  • Assisting with client engagement programmes
  • Handling complaints & refund requests
  • Helping with trading related questions.

Personal Specification (Essential)

  • Interest in the financial markets.
  • Experience with Microsoft Office products
  • Excellent verbal and written English communications skills
  • Hard-working and positive attitude
  • Good interpersonal and client relationship skills
  • Ability to operate in a lively and fast-paced environment
  • Time management, organisation, and planning skills
  • Previous experience in office-based customer support and administration would be considered an advantage
  • 5 A*-C GCSEs
  • 3 AS Levels or BTEC Equivalent
  • Desire to learn!

Hours: 9 Hours between the hours of 0800 – 1800 (1 hour for lunch)

Salary: £18,000 - £20,500 depending on experience (with Annual Bonus Programme).

Personal and Team Responsibilities

The Customer Support Executive will be responsible for new client set-ups, queries and registering them for our online training programmes. As a vital point of contact post-sale, you will be developing relationships with clients, making sure they have been set up correctly and that any issues are highlighted and dealt with promptly. We regularly ‘check in’ with our clients throughout their course to make sure they are happy and on the right path.

The Customer Support Executive will take an active role in the handling of complaints and refund requests. Therefore, knowledge of the strategy will be expected as an end-of-probation target, but you will be supported with the assistance of the coaching department and Customer Support Manager.

You will also be expected to work closely with the Customer Support Manager, IT department and Company Directors to ensure you are operating in line with the standards of the firm.

Working from home will be discussed during the recruitment process.


  • Full, on the job and well-rounded training provided
  • Great basic salary
  • Annual bonus programme
  • Work alongside and learn from very experienced trading professionals
  • Clear opportunity to progress up the career and earnings ladder
  • Free parking
  • Access to Perkbox (discount cinema tickets, tastecard etc)
  • Pension
  • A fantastic environment to work in and develop your skills

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