- Bath – Hybrid (2 days work from home)
- Monday – Friday 37.5 hours per week
- £22,000 - £24,000 p/a – depending on experience
Are you looking to join a fantastic company who will support your career growth?
Are you a self-motivated individual with experience in financial services?
Our client is a successful wealth management company based in the heart of Bath, and we’re excited to be recruiting for a Client Services Executive to join their friendly customer service team!
You will be supporting clients with a range of queries and requests as well as completing all related administrative duties. In return, you will receive a competitive salary with excellent benefits including a discretionary bonus scheme, income protection scheme, contributory pension, ongoing career development plans, and regular social events (just to name a few).
Duties will include:
- Acting as first point of contact for clients and assisting with their queries
- Providing general administration support
- Accurately inputting and updating client details
- Ensuring all policies and regulations are adhered to
- Processing external queries received via telephone, email, and post
- Working with the team to ensure all tasks are completed within set SLAs
- Ensuring high standards of service are provided to meet client expectations
Required skills and experience:
- Previous experience in a similar financial services role
- Experience with Wrap platforms and Self Invested Personal Pensions is desirable
- Excellent written and verbal communication skills
- Strong IT and data processing skills
If this role is of interest to you, please apply today!