Client Services Executive

Do you have excellent interpersonal and communication skills, with good attention to detail?

Our client, a growing wealth management platform, is looking for a Client Services Executive to join their Bath based team.

Your responsibilities:

• Manage daily tasks, ensuring high service levels and quality


• Serve as the primary contact for customers, advisers, and third parties across all channels


• Identify client solutions, enhance the customer journey, and suggest process improvements


• Participate in team meetings, providing feedback to Operations Managers and contributing to Consumer Duty goals


• Understand and follow regulations, swiftly escalate incidents, and support root cause analysis


• Complete mandatory training on risk, confidentiality, data security, GDPR, and CASS rules

• Excellent interpersonal, communication, and telephone skills


• Ability to work independently and in a team to meet objectives


• Strong data processing and analytical skills with attention to detail


• Self-motivated, proactive, and eager to learn


• Experience in handling phone calls and platform knowledge (training provided)


• Knowledge of ISA/SIPP, financial services qualifications, and an interest in financial markets

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