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For Companies At a Glance
- Tasks: Be the go-to person for client queries and deliver top-notch customer service.
- Company: Join a dynamic and empowering organisation in Bromsgrove.
- Benefits: Enjoy hybrid working, competitive salary, and extra holiday days.
- Why this job: Make a real impact by building strong client relationships and enhancing service experiences.
- Qualifications: Experience in Financial Services and proficiency in Microsoft applications required.
- Other info: Great opportunities for growth and a fun work culture with events.
The predicted salary is between 30000 - 40000 £ per year.
Oakley Recruitment is working in partnership with an expanding organisation based in Bromsgrove. This is an excellent opportunity to join the team as a Client Services Executive on a full-time permanent basis.
Culture and Environment
Our client fosters a dynamic and professional culture that is both welcoming and empowering. They are committed to delivering exceptional service to their clients while cultivating an environment where employees feel valued, supported, and driven to grow. Innovation, development, and excellence are at the heart of everything they do.
Personality
We are looking for a proactive and client-focused professional who thrives in a fast-paced, detail-driven environment. You will be someone who takes real pride in delivering an exceptional service experience, building strong relationships, and ensuring clients always feel valued and supported. The ideal candidate is organised, dependable, and confident in managing multiple priorities, with the initiative to see tasks through to completion and the flexibility to adapt as the business evolves.
Reward
- Competitive salary
- Hybrid working opportunities
- Contributory pension scheme
- Medical cash plan scheme
- Discounts on products and services
- Annual bonus
- Christmas party and summer events
- Additional holiday days for long service
- 25 days annual leave plus 8 bank holidays
- Buy and sell an extra 5 days of holiday
- Gifted birthday holiday day
- Employee referral bonus scheme
- Secure parking
- Discounted gym access
- Discounted financial advice
- Referral schemes
Job Role:
- Acting as the first point of contact for client queries
- Delivering excellent customer service and maintaining strong relationships with advisers, clients, and support teams
- Managing client relationships by working with advisers to ensure all client requests are handled efficiently from start to finish
- Holding regular 1:1 meetings to set workflow priorities, and keeping clients fully informed throughout
- Liaising with providers and third parties to follow up on client requests, escalating issues when necessary to ensure timely resolution
- Providing administrative and technical support to advisers
- Preparing client review and new business packs
- Completing pre-populated forms, conducting AML checks and fact finds
- Coordinating with paraplanners
- Overseeing payment requests
- Maintaining accurate client records
- Identifying and implementing process improvements
- Adhering to internal policies and FCA guidelines
Skills and experience:
- Experience within a Financial Services IFA support role
- Sound knowledge of a variety of modern platforms
- Working knowledge of a variety of financial products, including pensions, investments, and protection
- Experienced using all Microsoft applications, including Word, Excel, Teams and Outlook
- GCSE level A-C/5-9 in English and Maths
Client Services Executive in Bromsgrove employer: Oakley Recruitment
Contact Detail:
Oakley Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Executive in Bromsgrove
✨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 Services Executive role. You never know who might have a lead or can put in a good word for you!
✨Tip Number 2
Prepare for interviews by researching the company culture and values. Since this role is all about delivering exceptional service, think of examples from your past experiences that showcase your client-focused approach. We want to see that passion shine through!
✨Tip Number 3
Practice makes perfect! Get a friend or family member to do mock interviews with you. This will help you articulate your thoughts clearly and boost your confidence. Remember, being organised and dependable is key for this role!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to connect directly with us. Good luck!
We think you need these skills to ace Client Services Executive in Bromsgrove
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Services Executive role. Highlight your experience in financial services and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your proactive, client-focused attitude and how you thrive in fast-paced environments. Let us know why you're excited about joining our dynamic culture.
Showcase Your Skills: Don’t forget to mention your experience with Microsoft applications and any knowledge of financial products. We’re looking for someone organised and dependable, so make sure to highlight those traits in your application.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and get you one step closer to joining our fantastic team!
How to prepare for a job interview at Oakley Recruitment
✨Know Your Client Services Inside Out
Make sure you understand the role of a Client Services Executive and the specific responsibilities it entails. Familiarise yourself with the company's culture and values, as well as their approach to client relationships. This will help you demonstrate your alignment with their goals during the interview.
✨Showcase Your Proactive Attitude
Prepare examples from your past experiences where you've taken the initiative to solve problems or improve processes. Highlight how your proactive nature has led to positive outcomes for clients or your team, as this aligns perfectly with what they’re looking for in a candidate.
✨Master the Art of Relationship Building
Think about how you can convey your ability to build strong relationships with clients and colleagues. Prepare anecdotes that showcase your communication skills and how you've successfully managed client expectations in previous roles. This will illustrate your fit for their client-focused environment.
✨Be Ready for Technical Questions
Brush up on your knowledge of financial products and platforms relevant to the role. Be prepared to discuss your experience with Microsoft applications and any specific tools mentioned in the job description. Showing confidence in your technical abilities will reassure them that you can handle the demands of the position.