Client Services Executive

• Bath/Hybrid – work from home 2 days per week
• 12 Month Fixed Contract (with possibility of extension)

Looking for a new challenge to develop your financial services skills?

This is a fantastic opportunity to work as a Client Services Executive with a market leading financial services organisation, who are going through a period of significant growth.

The role requires someone who is happy working with a range of complex financial information and analysing commercial data from a variety of different sources. Strong attention to detail is required as you will be processing high volumes of financial information.

Required skills and experience:

• Previous experience of working the financial or professional services sector preferred but not essential
• The ability to analyse and interpret financial data and information
• Excellent written and verbal communication skills
• Strong organisational skills and keen attention to detail

As a Client Services Executive, you are responsible for dealing with a range of finance related enquiries, and processing high volumes of instructions.

Other duties will include:

• Dealing with requests from Financial Advisers and Investment Managers
• Processing new investment paperwork
• Allocating and transferring funds upon instruction from Financial Advisers
• Completing all related administrative duties
• Building and maintaining strong client relationships
• Offering knowledge and expertise to colleagues as needed
• Ensuring compliance with SLAs and legislative requirements

If you are looking to develop your skills with a growing global company, please apply today!