Client Services Executive
Client Services Executive

Client Services Executive

Balerno Full-Time 28800 - 43200 £ / year (est.) No home office possible
Go Premium
A

At a Glance

  • Tasks: Engage with shareholders via phone, email, and webchat to resolve queries and provide support.
  • Company: Pontoon is an inclusive employment consultancy dedicated to enhancing workplace opportunities for all.
  • Benefits: Enjoy hybrid working, flexible hours, and a supportive team environment.
  • Why this job: Join a high-profile banking client and make a real impact in client services.
  • Qualifications: High school education required; contact centre experience preferred; MS Applications knowledge needed.
  • Other info: Initial 6-month contract with potential for extension; training requires full-time office presence.

The predicted salary is between 28800 - 43200 £ per year.

Pontoon is an employment consultancy. We put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities and more. We do this by showcasing their talents, skills, and unique experience in an inclusive environment that helps them thrive.

We are happy to be recruiting for one of our high-profile Banking clients. They are currently looking for a Client Services Executive to join them for an initial 6-month contract. However, there may be scope for extension.

Primary Responsibilities:
  • Responds to all shareholder queries received by phone, email, letter, or webchat. 80% of the role is phone based and the other 20% is investigating cases.
  • Places telephone trades in accordance with instructions received.
  • Responds to straightforward questions about shareholder accounts and provides more advanced technical assistance.
  • Responses are fast, efficient, and accurate.
  • Investigates errors in shareholder accounts and statements.
  • Routes issues that cannot be addressed at point of contact to appropriate team, in accordance with documented procedures and responds to shareholder once issue resolved.
  • Reviews daily open items to ensure proper follow-up and closure.
  • Responsible for the quality and completion of own work.
Experience Required:
  • High school/secondary school or the equivalent combination of education and experience is required.
  • Experience in contact centre or client services preferred.
  • Experience in MS Applications (MS).
Location:

This is a hybrid working role, with a requirement to work from the clients Edinburgh office at least 3 days a week. You will be required to be in office 5 days a week for the first few weeks whilst training commences.

Working hours:

Standard working hours with some flex where required.

If you feel that this is a role that would suit you then please apply today. If you do not hear from us within 48 hours of your application, please assume that you have been unsuccessful on this occasion.

Pontoon Solutions are an equal opportunities company.

Client Services Executive employer: Adecco

Pontoon Solutions is an exceptional employer that prioritises inclusivity and employee development, making it a fantastic place for a Client Services Executive to thrive. With a supportive work culture and opportunities for growth within the high-profile banking sector, employees benefit from a hybrid working model that promotes work-life balance while being based in the vibrant city of Edinburgh. Join us to be part of a team that values your unique skills and contributions in a dynamic environment.
A

Contact Detail:

Adecco Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Client Services Executive

✨Tip Number 1

Familiarise yourself with the banking sector and the specific services offered by the client. Understanding their products and how they operate will help you answer shareholder queries more effectively during the interview.

✨Tip Number 2

Practice your communication skills, especially over the phone. Since 80% of the role involves phone-based interactions, being articulate and confident on calls will set you apart from other candidates.

✨Tip Number 3

Demonstrate your problem-solving abilities by preparing examples of how you've handled customer queries or resolved issues in previous roles. This will showcase your capability to investigate and address shareholder concerns.

✨Tip Number 4

Research common shareholder questions and concerns in the banking industry. Being knowledgeable about typical issues can help you provide fast and accurate responses, which is crucial for this role.

We think you need these skills to ace Client Services Executive

Excellent Communication Skills
Customer Service Orientation
Problem-Solving Skills
Attention to Detail
Time Management
Ability to Work Under Pressure
Technical Proficiency in MS Applications
Active Listening Skills
Conflict Resolution
Adaptability
Team Collaboration
Data Entry Accuracy
Follow-Up Skills
Empathy and Understanding

Some tips for your application 🫡

Understand the Role: Read the job description carefully to understand the responsibilities and required skills for the Client Services Executive position. Tailor your application to highlight relevant experience in client services or contact centres.

Craft a Strong CV: Ensure your CV is up-to-date and clearly outlines your experience, particularly in handling shareholder queries and using MS Applications. Use bullet points for clarity and focus on achievements that demonstrate your ability to respond efficiently and accurately.

Write a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific examples of how your skills align with the responsibilities listed, such as your experience in investigating errors or providing technical assistance.

Proofread Your Application: Before submitting, thoroughly proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for the Client Services Executive role.

How to prepare for a job interview at Adecco

✨Know the Company

Before your interview, take some time to research Pontoon and their high-profile banking client. Understanding their values, mission, and the services they provide will help you tailor your responses and show genuine interest.

✨Prepare for Common Questions

Anticipate questions related to client services and contact centre experience. Be ready to discuss how you've handled shareholder queries in the past and provide examples of your problem-solving skills.

✨Demonstrate Communication Skills

Since 80% of the role is phone-based, practice clear and concise communication. During the interview, showcase your ability to articulate thoughts effectively and listen actively to questions.

✨Highlight Technical Proficiency

Familiarise yourself with MS Applications as they are essential for this role. Be prepared to discuss your experience with these tools and how they can aid in providing efficient and accurate responses to shareholder queries.

Client Services Executive
Adecco
Location: Balerno
Go Premium

Land your dream job quicker with Premium

You’re marked as a top applicant with our partner companies
Individual CV and cover letter feedback including tailoring to specific job roles
Be among the first applications for new jobs with our AI application
1:1 support and career advice from our career coaches
Go Premium

Money-back if you don't land a job in 6-months

A
  • Client Services Executive

    Balerno
    Full-Time
    28800 - 43200 £ / year (est.)
  • A

    Adecco

    10000+
Similar positions in other companies
UK’s top job board for Gen Z
discover-jobs-cta
Discover now
>