Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage client onboarding and service queries efficiently while ensuring smooth communication.
- Company: Join a dynamic team at TrinityBridge, focused on client success.
- Benefits: Gain valuable experience, develop your skills, and enjoy a supportive work environment.
- Why this job: Be the key point of contact for clients and make a real difference in their experience.
- Qualifications: Strong communication skills and a knack for organisation are essential.
- Other info: Opportunity to grow within a collaborative and innovative company.
The predicted salary is between 36000 - 60000 £ per year.
Join TrinityBridge Client Services team as a Client Service Executive. It is the CSE's responsibility to ensure client onboarding and ongoing service queries are managed efficiently and in a timely manner.
RESPONSIBILITIES
- Managing leads with the Client Relationship Management (CRM) system.
- Accurate and timely client data entry onto TrinityBridge and third party platforms/systems to specified Service Level Agreement.
- Adherence to TrinityBridge Client Service procedures.
- Ongoing client communication regarding meetings, arranging appointments, diary management and processing of client queries and instructions - be that directly or by referring to the relevant team, as appropriate.
- Preparing meeting packs, annual review packs and valuations for client appointments.
- Call management/client contact.
- Ensuring all new business and centralised servicing queries are directed to the relevant team to be processed within set SLAs.
- Document management - ensure documentation is scanned, saved and archived in accordance with department operating procedures.
- General ad hoc duties as required by the Practice or assigned by the Client Service Manager.
- Liaising and working with colleagues within the Practice to ensure success and operational efficiency and profitability.
WE WOULD LOVE TO HEAR FROM YOU IF:
Ability to demonstrate an understanding of the regulatory framework relevant to the role, whilst practising effective risk management.
Client Service Executive in Crawley Down employer: Close Brothers Group
Contact Detail:
Close Brothers Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Service Executive in Crawley Down
✨Tip Number 1
Network like a pro! Reach out to your connections on LinkedIn or even in person. Let them know you're on the hunt for a Client Service Executive role. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for those interviews! Research TrinityBridge and understand their client service procedures. Be ready to discuss how you can manage client queries efficiently and adhere to SLAs. Show them you’re the perfect fit!
✨Tip Number 3
Practice makes perfect! Do mock interviews with friends or family. Focus on common questions related to client management and communication. The more comfortable you are, the better you'll perform when it counts.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect directly with us.
We think you need these skills to ace Client Service Executive in Crawley Down
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Client Service Executive role. Highlight any relevant experience with client onboarding, CRM systems, and communication skills to show us you’re the right fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about client service and how your background aligns with our needs. Be specific about your achievements and how they relate to the responsibilities listed in the job description.
Showcase Your Attention to Detail: Since accuracy is key in this role, make sure your application is free from typos and errors. Double-check your documents before submitting them to demonstrate your attention to detail and commitment to quality.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. This way, we can easily track your application and ensure it gets the attention it deserves. Plus, it shows us you’re keen on joining our team!
How to prepare for a job interview at Close Brothers Group
✨Know Your CRM Inside Out
Familiarise yourself with Client Relationship Management (CRM) systems before the interview. Be ready to discuss how you've used similar tools in past roles, as this will show your understanding of managing client data efficiently.
✨Master the Art of Communication
Since the role involves ongoing client communication, practice articulating your thoughts clearly and concisely. Prepare examples of how you've successfully managed client queries or arranged meetings in previous positions.
✨Showcase Your Organisational Skills
Be prepared to discuss how you manage your time and prioritise tasks. Think of specific instances where your organisational skills led to successful outcomes, especially in a fast-paced environment.
✨Understand Regulatory Frameworks
Brush up on the regulatory frameworks relevant to client services. Being able to demonstrate your knowledge in this area will not only impress but also show that you take risk management seriously.
