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Client Service Representative

2 months ago


Bristol, Bristol, United Kingdom Close Brothers Group Full time
{"Overall Summary": "

At Close Brothers Asset Management, we are seeking a highly organized and detail-oriented Client Service Executive to join our Client Services team. The successful candidate will be responsible for ensuring seamless client onboarding and ongoing service queries are managed efficiently and in a timely manner.

", "Responsibilities": "
  • Manage client relationships and ensure timely communication regarding meetings, appointments, and client queries.
  • Accurately and efficiently enter client data onto CBAM and third-party platforms/systems, adhering to Service Level Agreements.
  • Prepare meeting packs, annual review packs, and valuations for client appointments.
  • Ensure all new business and centralized servicing queries are directed to the relevant team for processing within set SLAs.
  • Document management - ensure documentation is scanned, saved, and archived in accordance with department operating procedures.
  • Collaborate with colleagues to ensure success, operational efficiency, and profitability.
", "Requirements": "
  • Previous financial services experience.
  • Excellent attention to detail.
  • Strong IT skills.
  • Team player with good communication skills.
  • Excellent record-keeping and reporting capabilities.
  • Proactive nature to gain efficiencies.
  • Ability to multi-task.
", "Company Culture": "

Close Brothers Asset Management is committed to equality and valuing diversity within its workforce. We provide equality of opportunity and aim to ensure that no employees or candidates are subject to discrimination.

", "Disclaimer": "

Please note that speculative CVs received by Close Brothers without prior authorization will be ineligible for an agency fee.

", "Language": "en-US"}