Client Service Executive

Purpose

Provide resolutions for customer queries or issues and personalise each interaction through multiple communication channels.

• Collaborate across multiple digital channels to personalise each interaction with a customer.
• Enhance the bank's digital capabilities when current technology is not yet ready to support the required service.
• Provide exceptional customer service by responding to inquiries, resolving issues, and handling client requests efficiently.
• Support collaboration of internal stakeholders including sales, operations and risk management teams to meet client needs and ensure accurate and timely transactions.
• Support teams within business operations such as risk management, compliance and collections as needed.
• Comply with all regulatory requirements and internal policies related to customer care.

Deliver specialist advice and support to meet stakeholder and customer needs. Perform prescribed activities in a timely manner and to a high standard, impacting both the role and related teams.

For team leaders: supervise and develop a team, allocate work, coordinate resources, and demonstrate the LEAD behaviours (Listen, Energise, Align, Develop).

For individual contributors: manage own workload, implement systems and processes, participate in broader projects, collaborate across teams, and ensure quality by checking colleagues"’ work where appropriate.

Take ownership for managing risk and strengthening controls, deliver work in line with rules and codes of conduct, and continually develop understanding of the broader sub‑function.

• Excellent verbal and written communication skills.
• At least three years of experience in a customer service environment.
• Strong time‑management and organisational skills.
• Proactive and accountable approach to daily workloads.

• Experience in the financial services or investment environment.
• Experience in a back‑office role.
• Familiarity with corporate actions, client onboarding, or account servicing processes.
• Assessment in key critical skills: risk and controls, change and transformation, business acumen, strategic thinking, digital and technology, and job‑specific technical skills.

Glasgow.