Customer Support Executive Vacancy In Castlefield

Hiring Organization / Company: Castlefield
Basic Salary: To Be Discussed
Employement Type: Full-Time

Job Details:


We’re keen to welcome you to our world. We’re Castlefield, a family of businesses with a focus on our clients’ aspirations. Shared ownership, and the fact that our employees can share in our business and profits, lies at the heart of our group, along with our focus on responsible and sustainable investment advice. It’s what makes us different and it’s the driving force behind our success.


Essential requirements: make sure you submit your Cover Letter along with your most up-to-date CV & have right to work in the UK when applying for this role
Team: Client Engagement
Reports to: Associate, Client Engagement (supervision and training provided by Corporate Services team)
Location: Remote / hybrid working available (after initial period of 3 months based in the office)
Hours: Full time hours preferred
Planned start date: September 2021 onwards

The main purpose of this role is to be a welcoming voice of Castlefield to our clients, prospects, and other stakeholders. You will be well informed about Castlefield and will feel comfortable talking to our callers about it. Although this is an entry level role, for the right candidate there is a scope to develop within Client Engagement and / or Corporate Services.


(Main responsibilities are listed below, but there is scope to expand to a much wider role)

  • Contribute to the first impression of Castlefield, transmit our values and aspirations to all callers
  • Answer the phone in a timely, welcoming, friendly and informative manner
  • Speak with callers and transfer calls to the appropriate co-owner/internal department
  • Support other teams with filing and data maintenance
  • Support the phone management system
  • Assist with setting up new users/ring groups
  • Attend internal meetings and presentation to keep up to date with developments in the business
  • Assist Client Engagement team with projects


The ideal candidate will have experience of working at the front desk and/or switchboard and take pride in their ability to deal with people and represent the firm. Perhaps you are looking to learn more about the client journey, get involved in understanding what drives client satisfaction and have ideas on how to improve it?

It would also be impressive if you had solid understanding of ESG and thoughtful investing.

The successful candidate should also meet the following requirements:

  • 1 + years’ experience as a Receptionist
  • Excellent phone manner
  • High level MS Office Skills
  • Ability to communicate effectively at all levels via telephone, email and in person
  • Exceptional organisational skills
  • Not fazed by wide variety of tasks
  • Commitment to provide the highest level of client service


We offer a great work environment along with other benefits:

  • Training through Castlefield Academy Programme
  • Transparent and consistent approach to career development through which you will be able to develop your technical knowledge and interpersonal skills
  • Opportunity to be part of an employee-owned business which values employee involvement
  • Contributory pension scheme
  • Up to 30 days of holiday
  • Opportunity to join a tax-incentivised shareholder incentive plan
  • Opportunity to work remotely for those who would like to

You are expected to follow the FCA Conduct Rules:

  • You must act with integrity
  • You must act with due skill, care and diligence.
  • You must be open and co-operative with the FCA/PRA/other regulators
  • You must pay due regard to the interests of customers and treat them fairly
  • You must observe proper standards of market conduct

Reference ID: CustomerSupport

Job Types: Full-time, Permanent

Salary: From £20,000.00 per year


  • Work from home


  • Monday to Friday

COVID-19 considerations:
The safety and well-being of our candidates and employees remain our priority. Please note that the recruitment process for opportunities in Castlefield will be conducted only via an online format for the time being.

Application question(s):

  • When applying for one of our roles, bear in mind that we need to know that you want to work with us, not that you just want a job. your cover letter is essential. Did you manage to include one?


  • customer service: 1 year (preferred)

Work remotely:

  • Yes

Job Location Information:
City: Manchester
State: Eng
Country: Gb
Location: Manchester

Date Posted: 2021-09-15
Job Listing No# : 331094

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