NEW - Client Services Executive

Recruiter
Flair for Recruitment
Location
Bath, UK
Salary
Competitive
Posted
17 Jun 2019
Closes
26 Jun 2019
Ref
1151949978
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Are you a proactive and confident individual with Client Services experience? Do you have the ability to work well under pressure and to tight deadlines?

Our client, an award winning wealth management firm based in central Bath is seeking a Client Services Executive to join their dynamic Client Services team.

Reporting to the Client Services Executives Team Manager, you will:

  • Manage high volumes of calls from Financial Advisors, Clients, Sales Team and Third Party Service Providers
  • Ensure technical referrals are dealt with in line with service standards and regulations
  • Assist with issues to any potential cases by obtaining outstanding information
  • Focus on developing, implementing and sharing best practice
  • Provide support and training to the team
  • Own and manage relationships with Financial Advisors and clients
  • Get involved in technical projects

Your skills and qualities:
  • You will have previous Client Services experience
  • You will have excellent organisational skills
  • You will be a proactive and confident individual with high attention to detail
  • You will be PC literate
  • You will have the ability to to work well individually and as part of a team

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