Client Service Executive

3 weeks ago

Bristol, United Kingdom Resource Solutions Full time

You will support a global asset management company, working alongside a team of Portfolio Directors and will be a critical part of the client team, in some cases serving as the first port of call for clients in their dealings and administrative requests.

**What you'll do**
- Work closely with Portfolio Managers and Directors and have a comprehensive understanding of the needs of the clients you are working with; be a valued contributor to developing relationships of trust
- Handle administrative duties promptly for our clients, such as cash transfer requests and monitoring overdrafts
- Set up accounts for new clients
- Help to ensure client accounts are compliant and in-keeping with current regulation and procedures
- Be a point of contact for clients and professional advisers: react to all enquires in a timely manner and maintain a record of responses
- Have regular communication with the client team to discuss client queries
- Help team members complete and distribute client reports, such as portfolio valuations and tax reports, particularly at the end of the quarter
- You may be asked to contribute to business-wide client service and internal process committees. You will build a strong internal network and have a good understanding of the key client service issues affecting the business
- Work closely with our Operations teams to make our clients' experience seamless

**The knowledge, experience and qualifications you need**
- Excellent IT skills, especially with the Microsoft Office suite
- Experience of client service
- A keen interest in helping our clients and their families
- Excellent communication skills and an ability to multi-task
- Previous experience of collaboration and teamwork

**What you'll be like**
- A really good communicator - great at listening, being clear and giving reassurance
- Self-motivated and enthusiastic
- Good at working in a team, and with other teams
- You’ll have great attention to detail

**Job Types**: Full-time, Permanent, Graduate

**Salary**: £20,000.00-£38,000.00 per year

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Bristol, BS1 6BY: reliably commute or plan to relocate before starting work (required)

Work Location: Hybrid remote in Bristol, BS1 6BY

Reference ID: GD01

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