Client Services Executive

Do you have excellent interpersonal and communication skills, with good attention to detail? Our client, a growing wealth management platform, is looking for a Client Services Executive to join their Bath based team.Your responsibilities: Manage daily tasks, ensuring high service levels and qualityServe as the primary contact for customers, advisers, and third parties across all channelsIdentify client solutions, enhance the customer journey, and suggest process improvementsParticipate in team meetings, providing feedback to Operations Managers and contributing to Consumer Duty goalsUnderstand and follow regulations, swiftly escalate incidents, and support root cause analysisComplete mandatory training on risk, confidentiality, data security, GDPR, and CASS rulesYour skills:Excellent interpersonal, communication, and telephone skillsAbility to work independently and in a team to meet objectivesStrong data processing and analytical skills with attention to detailSelf-motivated, proactive, and eager to learnExperience in handling phone calls and platform knowledge (training provided)Knowledge of ISA/SIPP, financial services qualifications, and an interest in financial marketsIf this sounds like you, please apply today. ..... full job details .....