Client Service Executive

Overall Summary

Join Trinity Bridge Client Services team as a Client Service Executive. It is the CSE’s responsibility to ensure client onboarding and ongoing service queries are managed efficiently and in a timely manner.

• Managing leads with the Client Relationship Management (CRM) system
• Accurate and timely client data entry onto Trinity Bridge and third party platforms/systems to specified Service Level Agreement
• Adherence to Trinity Bridge Client Service procedures
• Ongoing client communication regarding meetings, arranging appointments, diary management and processing of client queries and instructions - be that directly or by referring to the relevant team, as appropriate
• Preparing meeting packs, annual review packs and valuations for client appointments
• Call management/client contact
• Ensuring all new business and centralised servicing queries are directed to the relevant team to be processed within set SLAs
• Document management - ensure documentation is scanned, saved and archived in accordance with department operating procedures
• General ad hoc duties as required by the Practice or assigned by the Client Service Manager
• Liaising and working with colleagues within the Practice to ensure success and operational efficiency and profitability

• Previous financial services experience
• Excellent attention to detail
• IT skills
• Team player
• Good communication skills - verbal and written
• Excellent record keeping and reporting capabilities
• Proactive nature to gain efficiencies
• Ability to multi-task
• Demonstration of initiative

At Trinity Bridge we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.

We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role. To avoid any ambiguity around fees, please note that speculative CVs received by Trinity Bridge, that have not been authorized in advance, by us, will be ineligible for an agency fee.

Thank you.