At a Glance
- Tasks: Build relationships with clients and support financial advisers in delivering exceptional service.
- Company: Join Ascot Lloyd, a leading independent wealth management firm in the UK.
- Benefits: Enjoy competitive perks like private medical, pension, and paid time off for celebrations.
- Other info: Dynamic team environment with ongoing training and excellent career growth opportunities.
- Why this job: Make a real impact by helping clients secure their financial futures.
- Qualifications: 2 years of relevant experience and strong communication skills required.
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: A chance to work autonomously and strive for excellence in a high growth environment.
- Support to Succeed: Long term investment 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 process 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.
Client Services Executive - Birmingham employer: Ascot Lloyd
Ascot Lloyd is an exceptional employer, offering a dynamic work environment in Birmingham with hybrid working options that promote a healthy work-life balance. Employees benefit from extensive personal and professional development opportunities, including tailored training plans and support for professional memberships, alongside a comprehensive benefits package that includes private medical care and performance bonuses. Join a supportive team where your contributions are recognised and valued, and be part of a company committed to making a positive impact through its community initiatives.
StudySmarter Expert Advice🤫
We think this is how you could land Client Services Executive - Birmingham
✨Tip Number 1
Network like a pro! Reach out to current or former employees at Ascot Lloyd on LinkedIn. A friendly chat can give you insider info and maybe even a referral, which can really boost your chances.
✨Tip Number 2
Prepare for the interview by practising common questions related to client services. Think about how you can showcase your experience in building relationships and driving business growth—those are key for this role!
✨Tip Number 3
Show your enthusiasm for the company’s values! Ascot Lloyd is all about client service and community spirit, so be ready to share examples of how you've embodied these in your previous roles.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining the team at Ascot Lloyd.
We think you need these skills to ace Client Services Executive - Birmingham
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Client Services Executive role. Highlight relevant experience and skills that match what we’re looking for, like your ability to build relationships and manage workloads effectively.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you’re passionate about joining Ascot Lloyd and how your background aligns with our mission of providing exceptional client service.
Showcase Your Communication Skills:Since this role involves a lot of client interaction, make sure to demonstrate your exceptional communication skills in your application. Whether it’s through your writing style or examples of past experiences, let us see your interpersonal flair!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and helps us get to know you better!
How to prepare for a job interview at Ascot Lloyd
✨Know the Company Inside Out
Before your interview, take some time to research Ascot Lloyd. Understand their core values, services, and recent developments in the wealth management sector. This will not only show your genuine interest but also help you tailor your answers to align with their mission.
✨Showcase Your Client Relationship Skills
As a Client Services Executive, building relationships is key. Prepare examples from your past experiences where you've successfully managed client interactions or resolved issues. Highlight your ability to communicate effectively and how you can contribute to enhancing client satisfaction at Ascot Lloyd.
✨Demonstrate Your Team Spirit
Ascot Lloyd values collaboration, so be ready to discuss how you work within a team. Share specific instances where you’ve collaborated with colleagues to achieve a common goal, especially in a busy environment. This will illustrate that you’re a supportive team player who thrives in a collaborative setting.
✨Prepare for Compliance Questions
Given the importance of compliance in this role, brush up on relevant regulations like GDPR and AML. Be prepared to discuss how you ensure compliance in your work and provide examples of how you’ve maintained accurate records and client information in previous roles.
