Client Services Executive
2 weeks ago
Meraki Talent are recruiting a Client Services Executive for a leading Investment Management firm in the heart of Glasgow.Working as part of an established team, you will be responsible for being the first point of contact for client enquiries, providing a first class client service.This role will require applicants to build and maintain relationships with Investment Managers as well as other parties, ensuring compliance with internal policies, procedures and regulatory frameworks.Key Duties; First point of contact for clients, providing life cycle adviceProviding administration experience relating to financial productsEnsuring client queries are responded too, within strict timescalesEnsuring onboarding, transfers and payments are completed by the middle office functionGathering and reporting data for client review meetingsEnsuring client administration is completed to set SLA’s and Investment Managers are kept up to date on the progressGathering data for suitability reviews Applicants should have come from a Financial Services background, in particular Investment or Wealth Management, where you have a proven track record in managing the client administration process. It is imperative you are able to build and retain relationships with Investment Managers and other third parties, ensuring a first class client service.This is a permanent opportunity, which adopts a hybrid...
-
Client Service Executive
3 days ago
Glasgow, United Kingdom Barclays Full timeJoin us at Barclays and step into the role of a Client Service Executive. In this role you will provide first-class customer service by supporting our clients in their day-to-day banking and helping through various communication channels. To be successful within the role of a Client Service Executive you should have: - Customer Service experience,...
-
Client Service Executive
5 days ago
Glasgow, United Kingdom Barclays Full timeDate live: **15/09/2025** Business Area: **Private Bank Processing** Area of Expertise: **Banking Operations** Contract: **Permanent** Reference Code: **JR-0000073451** Join Barclays as a Client Service Executive where you will be part of our dedicated Investment Servicing team. This role is perfect for someone who thrives in a telephony-based...
-
Client Service Executive
5 days ago
Glasgow, United Kingdom Barclays Full timeClient Service Executive Join us at Barclays and step into the role of a Client Service Executive. In this role, you will provide first‑class customer service by supporting our clients in their day‑to‑day banking and by helping them through various communication channels. Location Glasgow, Scotland, United Kingdom Purpose To address customer questions,...
-
Client Service Executive
6 days ago
Glasgow, United Kingdom Barclays UK Full timeJoin us at Barclays and step into the role of a Client Service Executive. In this role, you will provide first-class customer service by supporting our clients in their day-to-day banking and by helping them through various communication channels. To be successful within the role of a Client Service Executive you should have: Customer Service experience,...
-
Client Service Executive
1 week ago
Glasgow, United Kingdom Barclays Full timeJoin us at Barclays and step into the role of a Client Service Executive. In this role you will provide first-class customer service by supporting our business clients in corporate banking and helping via email and telephone. To be successful within the role of a Client Service Executive you should have: Customer Service experience, interacting with clients...
-
Client Service Executive
5 days ago
Glasgow, United Kingdom Barclays Full timeJoin us at Barclays and step into the role of a Client Service Executive. In this role, you will provide first-class customer service by supporting our clients in their day-to-day banking and by helping them through various communication channels. To be successful within the role of a Client Service Executive you should have: - Customer Service experience,...
-
Client Service Executive
2 weeks ago
Glasgow, Glasgow City, United Kingdom Barclays Full time £25,000 - £55,000 per yearJob DescriptionPurpose of the roleTo address customer questions, concerns or requests while maintaining customer service expectations. AccountabilitiesProvision of customer service to customer questions, concerns and requests regarding accounts, products, and services in a timely and professional manner.Collaboration with teams across the bank to align,...
-
Client Services Executive
1 week ago
Glasgow, United Kingdom Meraki Full timeClient Services - Investment Management - Financial Services Meraki Talent’s industry leading Financial Services client are looking for a Client Services Executive to join an expanding team. This is a key role as you will act as the first point of contact for client enquiries and managing client administrative processes and resources to contribute to an...
-
Client Service Executive
7 days ago
Glasgow, United Kingdom Barclays Full timeDate live: **12/09/2025** Business Area: **Private Bank Processing** Area of Expertise: **Banking Operations** Contract: **Permanent** Reference Code: **JR-0000072962** Join us at Barclays and step into the role of a Client Service Executive. In this role, you will provide first-class customer service by supporting our clients in their day-to-day...
-
Client Service Executive
1 week ago
Glasgow, United Kingdom Meraki Full timeMeraki Talent are recruiting a Client Services Executive for a leading Investment Management firm in the heart of **Bristol**. Working as a part of an established team, you will be responsible in supporting the efficient delivery of client services across the business. Working as part of an established team, you will be responsible for being the first...