At a Glance
- Tasks: Support clients and financial advisers with onboarding and operational service delivery.
- Company: A growing financial services firm based in Bath with a collaborative culture.
- Benefits: Discretionary bonus, generous leave, private healthcare, and hybrid working options.
- Other info: Great opportunities for ongoing learning and career development.
- Why this job: Join a supportive team and make a real impact in wealth management.
- Qualifications: Experience in call handling within financial services and strong communication skills.
The predicted salary is between 30000 - 40000 £ per year.
A growing Financial Services Firm is seeking a Customer Services Executive to join their Bath-based team. This role is ideal for someone with experience in financial services who enjoys working in a fast-paced environment.
Within the role you would be supporting DFMs, Financial Advisers and clients across onboarding, compliance and operational service delivery - taking on average 15-20 calls per day (GIA, ISA, SIPP, dealing, login troubleshooting, transfer updates). You would also be able to get involved with important projects as well as BAU.
What We’re Looking For
- Call handling experience within financial services
- Excellent organisational skills with high attention to detail
- Ability to manage multiple workflows and deadlines effectively
- A proactive and process-driven approach to problem solving
- Strong written and verbal communication skills
Rewards & Benefits
- Discretionary bonus scheme (10% of salary)
- 9% employer pension contribution
- 33 days annual leave including English bank holidays
- Opportunity to buy or sell up to 5 additional days annual leave
- Private healthcare programme
- Hybrid working environment
- Ongoing learning and career development opportunities
Why Join?
This is an excellent opportunity to join a collaborative and growing wealth management business where operations and client experience are at the heart of what they do. You’ll gain exposure to a broad range of platform servicing activities while working within a supportive and professional team environment.
If this sounds like you - apply now!
Customer Service Executive in Bristol employer: Flair for Recruitment
Join a dynamic and supportive team at a growing Financial Services Firm in Bath, where your contributions to client service and operational excellence are valued. With a strong focus on employee development, you will benefit from ongoing learning opportunities, a generous pension contribution, and a hybrid working model that promotes work-life balance. This is an ideal workplace for those seeking meaningful engagement in the financial sector while enjoying a collaborative culture and competitive rewards.
StudySmarter Expert Advice🤫
We think this is how you could land Customer Service Executive in Bristol
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Customer Service Executive role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those calls! Since you'll be handling 15-20 calls a day, practice your call handling skills. Role-play with a friend or family member to get comfortable with common customer queries and how to respond effectively.
✨Tip Number 3
Show off your organisational skills! During interviews, share examples of how you've managed multiple workflows and deadlines in previous roles. This will demonstrate that you're the proactive, process-driven problem solver they're looking for.
✨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 genuinely interested in joining our collaborative team at the heart of wealth management.
We think you need these skills to ace Customer Service Executive in Bristol
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your call handling experience and any relevant financial services roles you've had. We want to see how you fit into our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about customer service and how your proactive approach can benefit us. Keep it concise but engaging – we love a good story!
Show Off Your Organisational Skills:In your application, give examples of how you've managed multiple workflows or deadlines in the past. We’re looking for someone who can juggle tasks like a pro, so don’t be shy about sharing your successes!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates. Plus, we love seeing applications come through our own channels!
How to prepare for a job interview at Flair for Recruitment
✨Know Your Financial Services
Brush up on your knowledge of financial services, especially around GIA, ISA, and SIPP. Being able to discuss these topics confidently will show that you understand the industry and can handle the calls effectively.
✨Showcase Your Call Handling Skills
Prepare examples from your past experiences where you successfully managed multiple calls or resolved customer issues. This will demonstrate your ability to thrive in a fast-paced environment and handle 15-20 calls a day with ease.
✨Highlight Your Organisational Skills
Be ready to discuss how you stay organised and manage deadlines. Share specific tools or methods you use to keep track of tasks, as this role requires excellent organisational skills and attention to detail.
✨Communicate Clearly and Confidently
Practice your verbal and written communication skills before the interview. Clear communication is key in customer service, so be prepared to articulate your thoughts and respond to questions in a concise manner.
