Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Build relationships with clients and support their financial goals through excellent service.
- Company: Join Ascot Lloyd, a leading independent wealth management firm in the UK.
- Benefits: Enjoy competitive pay, private medical care, and perks like volunteering time off.
- Why this job: Make a real impact in clients' lives while growing your career in a supportive environment.
- Qualifications: 2+ years in client services with strong communication and teamwork skills.
- Other info: Dynamic team culture with ongoing training and opportunities for personal growth.
The predicted salary is between 30000 - 40000 £ per year.
Location: Birmingham - Hybrid working 3 days per week in office
Reports to: Client Services Executive Team Manager
SMCR Function: Conduct
Ascot Lloyd is one of the UK’s leading independent wealth management firms, proudly serving over 22,000 clients with a commitment to excellence. Backed by a prestigious private equity firm, Nordic Capital, we are at the forefront of transforming the wealth management landscape. Our strategy is built on three core tenets: delivering expert financial advice, providing exceptional client service, and harnessing innovative technology to make wealth management easier and more accessible.
What’s on offer at Ascot Lloyd?
- Skills accelerator: Ascot Lloyd counts as one of the UK’s fastest-growing national firms. A chance to work autonomously and strive for excellence in a high growth environment.
- Support to Succeed: investment long term in your personal and professional growth through our in-house Learning and Development Portal, tailored training plans, sponsorship of professional memberships, and supported study & leave!
- Benefits: a corporate pension, private medical, life assurance, critical illness cover, electric car salary sacrifice and paid time off for celebrations and volunteering, discounted Ascot Lloyd Financial advice for employees, enhanced parental leave—plus fun perks to help you thrive at work and beyond!
- Recognition: a package that includes performance bonuses and long-term incentives, giving you flexibility to balance work and life. We celebrate your commitment with length-of-service and values recognition awards.
At Ascot Lloyd, we’re proud to make a positive impact through our ESG initiatives—whether it’s volunteer days, charity partnerships, employee sponsorship funds, or fun team activities like walking challenges. Join a company where your success and community spirit truly matter. Apply today to Ascot Lloyd!
What does Client Services Executive look like at Ascot Lloyd?
We have a team of 8 Client Service Executives who work in a busy environment, working 35 hours a week between 9am and 5pm Monday to Friday. The CSE team are extremely supportive and have a vast amount of knowledge that will help to integrate you into the role. With ongoing Training and Coaching by the Senior CSE & Manager, you will work alongside Financial Advisers to help them to service their client's needs.
Your impact on stakeholders:
- Make your mark by building relationships with clients with a view to create business opportunities and support business growth.
- Transform lives by being part of a firm providing holistic financial advice processes that helps clients realise their goals and secure their futures.
- Build lasting partnerships by regular contact calls to AL clients (Inbound & Outbound), with a view to building relationships and ultimately securing client commitment to AL.
- Provide an efficient inbound/outbound call service to the Ascot Lloyd clients, taking ownership of the client journey and providing suitable outcomes including efficient handover to the relevant departments.
- Spark collaboration by liaising closely with Financial Advisers and internal stakeholders to best serve our clientele.
- Drive excellence by meeting personal referral targets with a view to providing fee generating referrals to other parts of the business supporting business growth.
- Support simplification of client communication and encourage digital interaction through promotion of the AL online account with all clients.
- Maintain compliance by ensuring accurate collation of client information and maintain up to date client records, enabling ease of ongoing client communication and meeting GDPR requirements. Ensure effective storage of all client documentation in line with GDPR. Ensure you operate within the AML requirements.
- Facilitate and process simple investments (non-advised top ups) and withdrawals, ensuring the appropriate non-advised process letter is produced in line with AL compliance process.
What you’ll bring to the position:
- Drive and ability to plan, prioritise and manage workloads.
- Ability to follow processes and procedures in a compliant manner.
- A collaborative individual who thrives in a team environment.
- Exceptional integrity and interpersonal communication skills both internally and externally.
- Confident with back-office systems and meticulous in your attention to detail with keeping records.
- At least 2 years of relevant experience with a broad pensions & investment knowledge.
Hybrid Client Success Executive in Birmingham employer: Ascot Lloyd group
Contact Detail:
Ascot Lloyd group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Hybrid Client Success Executive in Birmingham
✨Tip Number 1
Network like a pro! Reach out to current employees at Ascot Lloyd on LinkedIn or through mutual connections. A friendly chat can give you insider info and might just get your foot in the door.
✨Tip Number 2
Prepare for the interview by researching Ascot Lloyd’s values and recent news. Show us that you’re genuinely interested in their mission and how you can contribute to their growth.
✨Tip Number 3
Practice your pitch! Be ready to explain how your experience aligns with the role of Client Success Executive. Highlight your skills in client communication and relationship building.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining the team at Ascot Lloyd.
We think you need these skills to ace Hybrid Client Success Executive in Birmingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Hybrid Client Success Executive role. Highlight your relevant experience in client services and any specific skills that align with what we’re looking for. This shows us you’ve done your homework and are genuinely interested!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re the perfect fit for Ascot Lloyd. Share your passion for client service and how you can contribute to our mission of transforming wealth management.
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Use numbers and examples to demonstrate how you’ve made a positive impact in previous roles. We love seeing how you’ve driven excellence and built relationships.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Ascot Lloyd group
✨Know Your Stuff
Before the interview, make sure you brush up on your knowledge of wealth management and the specific services offered by Ascot Lloyd. Familiarise yourself with their core tenets: expert financial advice, exceptional client service, and innovative technology. This will show that you're genuinely interested in the role and the company.
✨Showcase Your Communication Skills
As a Client Success Executive, strong communication is key. Prepare examples of how you've effectively built relationships with clients in the past. Think about times when you’ve had to handle difficult conversations or provide exceptional service. This will demonstrate your interpersonal skills and ability to thrive in a team environment.
✨Be Ready for Scenario Questions
Expect scenario-based questions that assess your problem-solving abilities and compliance knowledge. For instance, you might be asked how you would handle a client who is unhappy with their service. Practise articulating your thought process clearly and confidently, as this will reflect your ability to manage client journeys effectively.
✨Emphasise Your Drive for Excellence
Ascot Lloyd values individuals who strive for excellence. Be prepared to discuss how you plan, prioritise, and manage workloads to meet targets. Share specific examples of how you’ve driven results in previous roles, especially in relation to client referrals or business growth, to align with their goals.