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Senior Client Service Executive

Location: Other
Posted: 04/08/2023

Salary: £24,000 - £30,000 p/a
Job Type: Permanent

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  • 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!