Client Services Executive

Posted 17 September by Skilling Gate

OWN YOUR FUTURE. Savings. Investments. Pensions.

With over £1.6 trillion in savings and investments in the UK, looking after people’s money is big business and an even bigger responsibility. Assisting individuals to save and invest for their future is not only rewarding, it’s also a privilege.

As more people engage with saving and investing, our client’s business continues to grow and evolve. The service they provide uses cutting-edge technology to help investment advisors manage their clients’ money.

We are recruiting for several teams, unified in their approach - they each understand the importance of looking after the firm’s advisors, investors and assets.

Client Services Executive

No two days are the same, the work is varied and challenging. Talking to advisors on the telephone or responding to emails, you’ll develop skills in relationship management, training, how to handle enquiries effectively and valuable industry knowledge.

You must be diligent, patient and articulate with either previous experience of working within the financial services industry or a keen interest in personal finance. You’ll have a natural talent for delivering fabulous customer service.

The knowledge and skills acquired by client services executives is much sought after within the organisation creating a fantastic opportunity for personal career development and progression. You’ll also be involved in project work that helps keep the business at the forefront of innovation.

As you might expect for a forward-thinking, mindful business, the internal mentoring scheme continues to prove a success and now is the perfect time to get involved with the firm’s new charitable foundation.

Based in central Bath, a short walk from the bus and train stations, the positions are permanent and fulltime (37.5 hours per week Monday-Friday).

Alongside the many benefits offered; bonus scheme, pension, cycle to work scheme, season ticket loans, gym membership, private medical insurance - you’ll become part of a progressive, inspiring organisation where team members are valued, ideas are encouraged, and ambitions are supported.

Further information and a job description can be found on our job board on the Skilling Gate website.

Required skills

  • Call Centre
  • Customer Service
  • Financial Services
  • Personal Finance
  • Telephone Manner

Application questions

Do you have the right to work in the UK?
Financial services experience minimum 1 year?
Previous telephone-based customer service experience minimum 1 year?

Reference: 36128980

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