Client Services Executive

Client Services Executive | Bath | £24,000K - £32,000K DOE (On site)

We are seeking a Client Services Executive for our Financial Services client based in Bath.

Our client is seeking a motivated, confident team player to join their friendly team on a full time, permanent basis. You will be assisting the Financial Advisers and wider team to provide an outstanding service to all clients in this heavily regulated environment.

Duties include:

• Making and receiving calls, being the first point of contact
• Accurately updating the client database
• Taking ownership of queries and recognising when they need to be escalated
• Providing exceptional customer service to the client
• Liaising with third party's to obtain Letters of Authority, other information and documentation
• Preparing packs for the Advisers for client meetings

The person:

You will be a highly motivated individual who is not afraid to roll up their sleeves and contribute to the overall success of the team.

Previous experience within a Financial Services environment is preferable but applicants with transferable skills from a similar, regulated background will be considered.

Full training will be provided and support to develop your career is available.

Please note, the successful candidate will be subject to a basic identity check for this role.

Job Types: Permanent, Full-time

Pay: £24,000.00-£32,000.00 per year

Benefits:

• Company events
• Company pension
• Employee mentoring programme
• Financial planning services
• Free parking
• Gym membership
• On-site parking

Work Location: Hybrid remote in Bath BA2 1BY