Exeter Client Services Exec – Hybrid & Growth‑Oriented
Exeter Client Services Exec – Hybrid & Growth‑Oriented

Exeter Client Services Exec – Hybrid & Growth‑Oriented

Exeter Full-Time 28800 - 43200 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Provide exceptional client service and support Financial Planners in managing client interactions.
  • Company: Leading financial services firm with a focus on client satisfaction.
  • Benefits: Competitive salary, hybrid working options, and professional development opportunities.
  • Why this job: Join a supportive team and grow your career in a dynamic environment.
  • Qualifications: Organised, detail-oriented, and strong communication skills required.
  • Other info: Great opportunity for personal and professional growth.

The predicted salary is between 28800 - 43200 £ per year.

A leading financial services firm is looking for a motivated Client Executive in Exeter to provide exceptional client service. You will assist Financial Planners by managing client interactions and maintaining thorough records. The ideal candidate should be organized, detail-oriented, and possess strong communication skills. This role offers a competitive salary and hybrid working options, along with opportunities for professional development in a supportive team setting.

Exeter Client Services Exec – Hybrid & Growth‑Oriented employer: PKF Francis Clark

Join a leading financial services firm in Exeter, where you will thrive in a dynamic and supportive work environment that prioritises client satisfaction and employee growth. With competitive salaries, hybrid working options, and ample opportunities for professional development, this role is perfect for those seeking a meaningful career in client services while enjoying the benefits of a collaborative team culture.
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Contact Detail:

PKF Francis Clark Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Exeter Client Services Exec – Hybrid & Growth‑Oriented

Tip Number 1

Network like a pro! Reach out to people in the financial services industry, especially those who work at firms you're interested in. A friendly chat can open doors and give you insider info on what they're really looking for.

Tip Number 2

Prepare for interviews by practising common questions and scenarios related to client service. We recommend role-playing with a friend or using online resources to boost your confidence and communication skills.

Tip Number 3

Showcase your organisational skills! During interviews, share examples of how you've managed client interactions or maintained records effectively. This will demonstrate that you're detail-oriented and ready for the role.

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 are proactive about their job search!

We think you need these skills to ace Exeter Client Services Exec – Hybrid & Growth‑Oriented

Client Service
Organisational Skills
Attention to Detail
Communication Skills
Record Management
Teamwork
Motivation
Professional Development

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your relevant experience and skills that match the Client Executive role. We want to see how your background aligns with providing exceptional client service, so don’t hold back on showcasing your organisational and communication skills!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about this role and how you can contribute to our team. Be sure to mention your detail-oriented nature and any experience you have in managing client interactions.

Showcase Your Growth Mindset: We love candidates who are eager to learn and grow! In your application, highlight any professional development experiences or training you've undertaken. This shows us that you're not just looking for a job, but a place to build your career.

Apply Through Our Website: To make sure your application gets to us quickly and efficiently, apply directly through our website. It’s the best way to ensure we see your application and can get back to you as soon as possible!

How to prepare for a job interview at PKF Francis Clark

Know Your Client Services

Make sure you understand the basics of client services in the financial sector. Brush up on how to manage client interactions and what exceptional service looks like. This will show your potential employer that you're not just interested in the role, but that you’re ready to hit the ground running.

Showcase Your Organisational Skills

Since the job requires being detail-oriented and organised, prepare examples from your past experiences where you successfully managed multiple tasks or maintained thorough records. This will help demonstrate your ability to handle the responsibilities of the role effectively.

Communicate Clearly and Confidently

Strong communication skills are key for this position. Practice articulating your thoughts clearly and confidently. You might even want to do a mock interview with a friend to get comfortable with discussing your experiences and answering questions.

Emphasise Your Growth Mindset

This role offers opportunities for professional development, so be prepared to discuss how you plan to grow within the company. Share your enthusiasm for learning and how you can contribute to the team while also developing your own skills.

Exeter Client Services Exec – Hybrid & Growth‑Oriented
PKF Francis Clark
Location: Exeter
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  • Exeter Client Services Exec – Hybrid & Growth‑Oriented

    Exeter
    Full-Time
    28800 - 43200 £ / year (est.)
  • P

    PKF Francis Clark

    250-500
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