Client Services Executive

Do you have excellent interpersonal and communication skills, with good attention to detail?

Our client, a growing wealth management platform, is looking for a Client Services Executive to join their Bath based team.

Your responsibilities:

• Manage daily tasks, ensuring high service levels and quality
• Serve as the primary contact for customers, advisers, and third parties across all channels
• Identify client solutions, enhance the customer journey, and suggest process improvements
• Participate in team meetings, providing feedback to Operations Managers and contributing to Consumer Duty goals
• Understand and follow regulations, swiftly escalate incidents, and support root cause analysis
• Complete mandatory training on risk, confidentiality, data security, GDPR, and CASS rules

Your skills:

• Excellent interpersonal, communication, and telephone skills
• Ability to work independently and in a team to meet objectives
• Strong data processing and analytical skills with attention to detail
• Self-motivated, proactive, and eager to learn
• Experience in handling phone calls and platform knowledge (training provided)
• Knowledge of ISA/SIPP, financial services qualifications, and an interest in financial markets

If this sounds like you, please apply today.