Client Services Executive
17 hours ago
**CLIENT SERVICES EXECUTIVE**
**Financial Services**
**Bath Office/Hybrid working**
**£20-30k**
**The Client**:
Working for an industry leading Investment Platform who due to a period of growth are adding further client services expertise to the team.
The client has a strong ethos on rewarding and professionally developing the team for their contributions. This underpinned with hybrid working, flexibility and wellbeing.
**Rewards and benefits**:
- Clients offer a highly competitive suite of rewards, benefits and recognition packages of which some are;
- Discretionary, performance-based bonus up to 15% of gross salary
- Client contributes 6% of your gross salary into your pension each month - you can select what % you would like to contribute
- 33 days holiday that includes English statutory bank and public holidays plus the opportunity to buy or sell an additional 5 days
- Free Bupa health care for yourself. With contributions, you can add your family
**The Role**:
This role offers an opportunity to join a quickly growing and specialised client services function supporting the clients top tier accounts.
**Job description**:
- Continually focus on delivery of excellent customer service to ensure that the Company is highly valued by our clients.
- Ensure that the FCA Treating Customers Fairly (TCF) principles are adhered to, including raising any areas for concern with either Line Manager or Compliance.
- Provide administration support across all areas of the Client Services function.
- Work as part of a team to ensure that all work gets completed within set Service Level Agreements (SLAs).
- Manage risk effectively by informing Line Manager of any incidents, ‘near misses’ or exposures to our risk profile. Comply with all Company policies and report any risk concerns to Line Manager.
**Essential skill set**:
- Excellent interpersonal and communication skills.
- Ability to work well individually, and as part of a team.
- Data processing skills.
- Good attention to detail.
- Self-motivated.
- Work as part of a team to achieve team and personal objectives.
- Willingness to learn.
**Desirable skill set**:
- Knowledge of ISA & SIPP platform business
- Product knowledge of pensions, transfers and services
**Job Types**: Full-time, Permanent
**Salary**: £20,000.00-£30,000.00 per year
**Benefits**:
- Casual dress
- Company events
- Company pension
- Private medical insurance
- Wellness programme
- Work from home
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus scheme
- Performance bonus
- Yearly bonus
Work Location: Hybrid remote in Bath, BA1 1JT
Reference ID: KohortIAP713
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