Client Services Executive

Are you currently looking to join a budding Wealth Management firm in the beautiful City of Bath? Our client is seeking a Client Services Executive to join their brilliant team and become a key player in the company's success. You will be responsible for delivering sharp first-class customer service as you will be the initial point of contact for incoming contact.

Key responsibilities include:

• Continually focus on the delivery of excellent customer service to ensure that the company is highly valued by their clients
• Manage high volumes of calls from Financial Advisors, clients, sales team and third party service providers
• Own and manage relationships with clients and Financial Advisors
• Ensure technical referrals are dealt with in line with service standards and regulations
• Investigate and resolve complex queries/issues within service standards through to completion
• Assist with issues in any potential cases by obtaining outstanding information
• Partake in any technical projects as and when required

Our client is on the lookout for somebody who has prior Client Services and telephony experience, with candidates from a Financial Services background or those with the IOC qualifications being of particular interest. You will have excellent communication skills and work well as a team and individually. You should be PC Literate, in particular MS Office products and have good attention to detail.