At a Glance
- Tasks: Support financial advisers and DFMs with onboarding and operational service delivery.
- Company: Flair for Recruitment, connecting talent with opportunities in financial services.
- Benefits: Bonus scheme, 33 days annual leave, and career development opportunities.
- Other info: Hybrid role with a dynamic work environment.
- Why this job: Join a supportive team and make a difference in financial services.
- Qualifications: Experience in financial services and strong customer service skills.
The predicted salary is between 30000 - 40000 £ per year.
Flair for Recruitment is seeking a Customer Service Executive for their client in Bristol. The role requires experience in financial services, focusing on supporting DFMs and Financial Advisers with onboarding and operational service delivery.
Successful candidates will handle 15-20 calls per day and participate in important projects.
Benefits include:
- a bonus scheme
- 33 days annual leave
- opportunities for career development in a supportive environment
Wealth Client Services Executive - Hybrid in Bristol employer: Flair for Recruitment
Flair for Recruitment offers an exceptional work environment in Bristol, where employees are valued and supported in their professional growth. With a strong focus on customer service within the financial sector, the company provides generous benefits such as a bonus scheme and 33 days of annual leave, fostering a culture of collaboration and development that empowers staff to excel in their roles.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Client Services Executive - Hybrid in Bristol
✨Tip Number 1
Make sure you know your stuff! Brush up on financial services knowledge and be ready to chat about how you've supported DFMs and Financial Advisers in the past. This will show you're not just a candidate, but the right fit for the role.
✨Tip Number 2
Practice your phone skills! Since you'll be handling 15-20 calls a day, it’s crucial to sound confident and friendly. Try role-playing with a mate or even record yourself to see how you come across.
✨Tip Number 3
Get involved in projects! If you have any experience with project participation, highlight that in your conversations. It shows you’re proactive and ready to contribute to the team beyond just the basics.
✨Tip Number 4
Don’t forget to apply through our website! We love seeing candidates who take the extra step. Plus, it gives us a chance to see your enthusiasm for joining our supportive environment.
We think you need these skills to ace Wealth Client Services Executive - Hybrid in Bristol
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your experience in financial services, especially any roles where you've supported DFMs and Financial Advisers. We want to see how your skills align with the job description, so don’t hold back!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Wealth Client Services Executive role. Share specific examples of your customer service experience and how you’ve handled similar responsibilities in the past.
Showcase Your Communication Skills:Since you'll be handling 15-20 calls a day, it's crucial to demonstrate your communication prowess. In your application, mention any relevant experience that showcases your ability to engage effectively with clients and colleagues alike.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates regarding your application status!
How to prepare for a job interview at Flair for Recruitment
✨Know Your Financial Services
Make sure you brush up on your knowledge of financial services, especially around DFMs and Financial Advisers. Being able to discuss industry trends or recent changes will show that you're not just familiar with the basics but are genuinely interested in the field.
✨Practice Your Call Handling Skills
Since you'll be handling 15-20 calls a day, it’s crucial to demonstrate your customer service skills during the interview. Consider role-playing common scenarios with a friend or family member to get comfortable with responding to client queries effectively.
✨Showcase Your Project Involvement
Be prepared to discuss any relevant projects you've participated in. Highlight your role, the challenges faced, and how you contributed to the project's success. This will illustrate your ability to work collaboratively and manage operational service delivery.
✨Emphasise Your Career Development Goals
The company values career development, so share your aspirations and how this role aligns with your goals. Discussing your desire to grow within the company can demonstrate your commitment and enthusiasm for the position.
