Job Details

• Bath – Hybrid (2 days work from home)
• Monday – Friday 37.5 hours per week
• £24,000 - £30,000 p/a – depending on experience

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 Senior Client Services Executive to join their friendly customer service team!

You will be supporting clients with a range of complex 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 high standards of administrative support
• Accurately inputting and updating client details
• Ensuring all FCA regulations are adhered to
• Raising any areas for concern with management
• Processing external queries received via telephone, email, and post
• Working with the team to ensure all tasks are completed within set SLAs
• Managing risk by informing management of any incidents, ‘near misses’ or exposures to company risk profile

Required skills and experience:

• Experience with Wrap platforms and Self Invested Personal Pensions is essential
• Previous experience in a similar financial services role is required
• Excellent written and verbal communication skills
• Strong IT and data processing skills

If this role is of interest to you, please apply today!