Client Service Executive

Meraki Talent's industry leading Financial Services client are looking for a Client Service Executive to join an expanding team in Bristol

This is a key role as you will be managing client processes and creating an excellent client experience.
Responsibilities of the Position:

- Provide administrative support & assistance to the Front Office
- Monitor, resolve, escalate outstanding aged queries
- Management of account opening, transfers, and onboarding
- Log, maintain and respond to written client enquiries in a timely manner
- Contribute to the review of team tasks, identifying improvements with a view to enhancing client service
- Processing client payments and account amendments
- Support management in the production of various MI, KPIs and KRIs
- Organise workflow and allocate tasks within the team

Background of the Position:

- Operations experience gained within a financial institution, advantageous but not essential
- Demonstrable interest in ESG and in particular Ethical and Sustainable investment
- Working knowledge of Microsoft Office packages: Minimum basic level Word and basic level excel
- Ability to communicate effectively, both verbally and written to those at all levels of the organisation
- Grades A-C at GCSE or equivalent in English and Maths
- Willing to undertake further professional qualifications

This is a key role as you will be managing client processes and creating an excellent client experience.
Responsibilities of the Position:

- Provide administrative support & assistance to the Front Office
- Monitor, resolve, escalate outstanding aged queries
- Management of account opening, transfers, and onboarding
- Log, maintain and respond to written client enquiries in a timely manner
- Contribute to the review of team tasks, identifying improvements with a view to enhancing client service
- Processing client payments and account amendments
- Support management in the production of various MI, KPIs and KRIs
- Organise workflow and allocate tasks within the team

Background of the Position:

- Operations experience gained within a financial institution, advantageous but not essential
- Demonstrable interest in ESG and in particular Ethical and Sustainable investment
- Working knowledge of Microsoft Office packages: Minimum basic level Word and basic level excel
- Ability to communicate effectively, both verbally and written to those at all levels of the organisation
- Grades A-C at GCSE or equivalent in English and Maths
- Willing to undertake further professional qualifications

This is a key role as you will be managing client processes and creating an excellent client experience.
Responsibilities of the Position:

- Provide administrative support & assistance to the Front Office
- Monitor, resolve, escalate outstanding aged queries
- Management of account opening, transfers, and onboarding
- Log, maintain and respond to written client enquiries in a timely manner
- Contribute to the review of team tasks, identifying improvements with a view to enhancing client service
- Processing client payments and account amendments
- Support management in the production of various MI, KPIs and KRIs
- Organise workflow and allocate tasks within the team

Background of the Position:

- Operations experience gained within a financial institution, advantageous but not essential
- Demonstrable interest in ESG and in particular Ethical and Sustainable investment
- Working knowledge of Microsoft Office packages: Minimum basic level Word and basic level excel
- Ability to communicate effectively, both verbally and written to those at all levels of the organisation
- Grades A-C at GCSE or equivalent in English and Maths
- Willing to undertake further professional qualifications

This is a key role as you will be managing client processes and creating an excellent client experience.
Responsibilities of the Position:

- Provide administrative support & assistance to the Front Office
- Monitor, resolve, escalate outstanding aged queries
- Management of account opening, transfers, and onboarding
- Log, maintain and respond to written client enquiries in a timely manner
- Contribute to the review of team tasks, identifying improvements with a view to enhancing client service
- Processing client payments and account amendments
- Support management in the production of various MI, KPIs and KRIs
- Organise workflow and allocate tasks within the team

Background of the Position:

- Operations experience gained within a financial institution, advantageous but not essential
- Demonstrable interest in ESG and in particular Ethical and Sustainable investment
- Working knowledge of Microsoft Office packages: Minimum basic level Word and basic level excel
- Ability to communicate effectively, both verbally and written to those at all levels of the organisation
- Grades A-C at GCSE or equivalent in English and Maths
- Willing to undertake further professional qualifications