Customer Services Executive

3 weeks ago


Bath, United Kingdom Novia Financial Full time

1

Role Profile

Role title: Customer Services Executive

Reports to: Service Delivery Manager

Office location Bath

Date of Issue: November 2021

Purpose of role
To provide a superior support service to financial advisers and end clients, delivering an industry leading level
of customer service and continually finding innovative solutions to improve our operational efficiency and
customer experience whilst proactively and effectively identifying and managing any risks that arise.

Key Responsibilities
- Responsible for the investment servicing and administration of the Wealthtime Wrap, which

includes Pensions, ISAs, General Investment Accounts and Offshore bonds which are investing in a
wide range of collectives and unit trusts
- Supporting adviser firms, clients and other third parties by resolving their queries, building their

platform knowledge, and working in close partnership with them to maximise their customer

experience and journey
- Processing a wide variety of customer and adviser instructions, including taking calls and responding

in a timely and comprehensive manner whilst adhering to company standards and timescales
- Continually question the way we do things and identify improvements to team processes and

procedures, removing waste and failure demand to deliver excellent service
- Working as a team to maximise team and company results by focusing on developing, implementing,

and sharing best practices while collaborating with and supporting other team members when

needed
- An active advocate of the customer who seeks to better understand how we serve their needs,

leading by your own action and behaviours
- Effective management of workload
- Adherence to all regulatory/legislative requirements and quality standards
- Taking ownership of your own development, and embrace all opportunities to learn and grow
- Support key business projects

Personal competencies

Qualifications & Training - Financial Service qualifications (E.g. IOC or CII)
- Financial services experience, preferably in SIPP or WRAP

2

Skills & Behaviours - We use a range of IT systems to support our clients, a working

knowledge of Microsoft Office, Word, and Excel is required
- We aspire to provide industry leading levels of customer service. To

help us achieve this you will need high levels of commitment, strong

customer empathy and a desire to help all customers, no matter how

challenging the request
- Ability to demonstrate experience and understanding of working within

a Financial Services environment
- Flexible and proactive in your approach to your work and change

within the workplace
- You will represent our brand, a very high level of professionalism is

always expected
- Excellent verbal and numeracy skills are essential, as is being able to

communicate in a confident, professional, and sincere manner
- Strong attention to detail
- Ability to work well individually and as part of a team
- Excellent time management skills enabling organisation of workload to

meet challenging timescales and strict deadlines
- Good problem-solving skills coupled with the ability to present

complex matters to financial advisers and customers in a way that is

easy to understand
- Confident and precise when escalating issues

Desirable:

- Experience in administering pensions, especially income drawdown
- Understanding of investments and Model Portfolios
- Pension/ISA product knowledge
- Regulatory knowledge



  • Bath, United Kingdom Brook Street Full time

    Brook Street are looking for enthusiastic individuals who want to further their customer service skills, change their career direction or just try something new in the customer service sector. We have numerous full and part time customer focused roles for a Public Sector client based in Bath, UK - currently we have a FT position 9:00-5:30pm Monday -...


  • Bath, United Kingdom eFinancialCareers Full time

    At M&G our purpose is **to **help people manage and grow their savings and investments, responsibly.** As a business, we are continuing to take steps towards a sustainable future, delivering better long-term solutions for our customers and clientsand identifying new opportunities to make a positive impact for our environment and communities. To help us...


  • Bath, United Kingdom Reed Business Support Full time

    Customer Service Advisor - Bath - £24,000 plus bonus Reed Recruitment Bath are delighted to be recruiting for a Luxury leading independent supplier as they look to grow their team. **Benefits**: Hours: 39 per week Monday to Friday. Bonus: Company bonus approximately £3000 per year. 25 days holiday a year plus option to purchase more. Life Assurance...


  • Bath, United Kingdom CareerBliss Full time

    Interviews are ongoing for this role.Curo, a leading housing association in Bath, are seeking an empathetic individual to take on the role of Customer Service Advisor, to be the first point of contact for Curo's customers. This is an opportunity to take the first step in your career within Social Housing, where you get to make a real difference in people's...


  • Bath, United Kingdom CURO GROUP (ALBION) LIMITED Full time

    Interviews are ongoing for this role.Curo, a leading housing association in Bath, are seeking an empathetic individual to take on the role of Customer Service Advisor, to be the first point of contact for Curo's customers. This is an opportunity to take the first step in your career within Social Housing, where you get to make a real difference in people's...


  • Bath, United Kingdom CURO GROUP (ALBION) LIMITED Full time

    Interviews are ongoing for this role.Curo, a leading housing association in Bath, are seeking an empathetic individual to take on the role of Customer Service Advisor, to be the first point of contact for Curo's customers. This is an opportunity to take the first step in your career within Social Housing, where you get to make a real difference in people's...


  • Bath, United Kingdom Berry Recruitment Full time

    Berry Recruitment is looking for enthusiastic individuals with a 'can do' attitude for numerous full-time customer focused roles for a Public Sector client based in Bath. As part of a team, you will enjoy helping people, ensuring each individual receives a professional, efficient and considerate customer experience. Roles are initially for a six-months'...

  • Customer Assistant

    4 weeks ago


    Bath, United Kingdom Marks & Spencer Full time

    **Customer Assistant - Visual Merchandiser** **Working Pattern**: Week 1: Mon: 7:00-13:30 Tues: 7:00-14:30 Fri: 7:00-13:30 Sat: 10:30-17:00 Mon: 7:00-13:30 Tues: 7:00-13:30 Wed: 7:00-14:30 Fri: 7:00-13:30 **Purpose** Visual Merchandiser to be focused 100% on visual execution and coaching in a Best in Town store. **Key Accountabilities** **Best in town...


  • Bath, United Kingdom Appcastenterprise Full time

    **Job**: Sales Executive **Salary**: £24,405 (OTE £31,405) **Bonus**: Fantastic Annual bonus based on company performance **Hours**: You will work 42.5 hours, 5 days out of 7, Weekend work involved Mon - Fri:9:30am-7pm Sat: 9am-6pm Sun:10am-5pm We are the UK’s favourite car-buying service and we are growing FAST! We have over 500 branches and are...


  • Bath, Somerset, United Kingdom Peaple Talent Full time

    Marketing Executive Location: Bath (once a month in office) Peaple Talent have partnered with a Financial Services company that prides themselves on their commitment to excellence, innovation, and customer service. Due to ongoing growth, they are looking for a Marketing Executive to join their collaborative team. Working closely with the marketing...


  • Bath, United Kingdom Omega Resource Group Full time

    Role: Business Development Executive Location: Bath Pay Range/details: Competitive salary  Contract Type: Permanent My highly regarded and established client is looking for a Business Development Executive to join their highly skilled and experienced team at their site near Bristol. The Business Development Executive (BDE) works as part of the...


  • Bath, United Kingdom Omega Resource Group Full time

    Role: Business Development ExecutiveLocation: BathPay Range/details: Competitive salary Contract Type: Permanent My highly regarded and established client is looking for a Business Development Executive to join their highly skilled and experienced team at their site near Bristol.The Business Development Executive (BDE) works as part of the client's global...


  • Bath, United Kingdom Dialect Ltd Full time

    **Role**: Client Services Account Executive Intern **Salary**: £11.44 per hour **Hours**: 3 days per week (Tues, Wed, Thurs) **Start date**: 1st June 2024 **Location**: Central Bath **The opportunity**: We’re a TRULY integrated creative marketing agency specialising in gaming and breakthrough tech audiences. We speak the audience’s language and...


  • Bath, United Kingdom TRUESPEED Full time

    Customer Service Advisor / Contact Centre Agent / Customer Care Representative with a great combination of administrative, customer service and organisational / time-management skills, as well as a good understanding of Microsoft Office is required to join our team at Truespeed based in Bath, Somerset. SALARY: GBP25,000 - GBP28,000 per annum +...

  • Ecommerce Executive

    1 week ago


    Bath, United Kingdom playsportsnetwork Full time

    If you are an eCommerce Executive or have retail experience, and are passionate about bikes, then our eCommerce Executive position could be perfect for you. We are looking for a passionate eCommerce Executive to join our eCommerce team, to help grow ouronline shops. The shops you will be working on are the GCN, GMBN, GTN, and EMBN stores. Day to day, you...


  • Bath, United Kingdom Adecco Full time

    Pay rate: £10.90 per hour with an increase after 12 weeks. Shifts: Various - x2 assistance until mid-November? You would be on 5-days per week, alternating early / late turns on a weekly basis. Times usually look like 0615-1345 and 1300 - 2000 As the first or last point of contact on a customer's journey, you'll be assisting the customers in the station...


  • Bath, United Kingdom Coral Full time

    **About The Role**: At Entain, our Customer Service Managers are great listeners, part of their local community, we help everyone be part of the entertainment we provide. We keep it real. Bring your character to a Retail Customer Service Manager role and you can be yourself, building relationships with our customers and making sure that they enjoy our...


  • Bath, United Kingdom AWD Recruitment Limited Full time

    Customer Service Advisor / Contact Centre Agent / Customer Care Representative with a great combination of administrative, customer service and organisational / time-management skills, as well as a good understanding of Microsoft Office is required to join our team at Truespeed based in Bath, Somerset. **SALARY**: £25,000 - £28,000 per annum + Commission...


  • Bath, United Kingdom AWD Recruitment Limited Full time

    Customer Service Advisor / Contact Centre Agent / Call Centre Customer Care Representative who has a polite and professional telephone manner with good administration and communication skills is required for well-established company based in Bath, Somerset. **SALARY**: £25,000 - £28,000 per annum + Commission + Benefits **LOCATION**: Hybrid Working from...

  • Executive Assistant

    7 days ago


    Bath, United Kingdom Rotork Full time

    **Reports To**: Engineering Director **Location**: Bath, UK **Area Of Interest**: Administrative **Contact**: Rotork Recruitment Position Summary This role is crucial in supporting our CTO to carry out their duties effectively and efficiently. On offer is the chance to work with high level stakeholders within a varied position where no two days will be...