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- Tasks: Join our team to manage client onboarding and service queries efficiently.
- Company: TrinityBridge, a diverse and inclusive financial services provider.
- Benefits: Gain valuable experience in a supportive environment with growth opportunities.
- Why this job: Make a real difference by ensuring clients receive top-notch service.
- Qualifications: Previous financial services experience and strong communication skills required.
- Other info: Dynamic role with a focus on teamwork and operational efficiency.
The predicted salary is between 25000 - 32000 £ per year.
Join TrinityBridge Client Services Team where you will ensure client onboarding and ongoing service queries are managed efficiently and in a timely manner.
Key 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
About You | Qualifications, skills and strengths
- Previous financial services experience
- Excellent attention to detail
- IT skills
- Team player
- Good communication skills - verbal and written
- Excellent record keeping and reporting capabilities
- Proactive nature to gain efficiencies
- Ability to multi-task
- Demonstration of initiative
As an employer, TrinityBridge is committed to equality and valuing diversity within its workforce. We provide equality of opportunity and will aim to ensure that no employee’s or candidates are subject to discrimination on grounds of any characteristics including but not withstanding gender, gender identity, marital status, sexual orientation, race, colour, nationality, religion, age, disability, working pattern, caring responsibilities, political beliefs.
Client Service Executive in Chester employer: TrinityBridge
Contact Detail:
TrinityBridge Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Service Executive in Chester
✨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 Client 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 interviews by practising common questions related to client service and CRM systems. We recommend doing mock interviews with friends or using online resources to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your attention to detail! During interviews, share specific examples of how you've managed client queries or maintained accurate records in previous roles. This will demonstrate that you’re the perfect fit for the meticulous nature of the job.
✨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 the initiative to engage directly with us.
We think you need these skills to ace Client Service Executive in Chester
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in financial services. We want to see how your skills align with the Client Service Executive role, so don’t hold back on showcasing your attention to detail and communication skills!
Show Off Your IT Skills: Since you'll be managing client data and using CRM systems, it's crucial to mention any relevant IT skills you have. We love tech-savvy candidates, so let us know how you've used technology to improve efficiency in your previous roles.
Be Proactive in Your Approach: In your application, demonstrate your proactive nature. Share examples of how you've taken the initiative in past jobs to solve problems or streamline processes. We appreciate candidates who can think ahead and contribute to our team's success!
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 you're keen on joining our team!
How to prepare for a job interview at TrinityBridge
✨Know Your CRM Inside Out
Since you'll be managing leads with a Client Relationship Management system, make sure you understand how it works. Familiarise yourself with its features and functionalities so you can confidently discuss your experience and how you can leverage it to improve client onboarding.
✨Show Off Your Attention to Detail
With the emphasis on accurate data entry and record keeping, be prepared to demonstrate your attention to detail. Bring examples of how you've maintained accuracy in previous roles, and maybe even share a story about a time when your meticulousness saved the day.
✨Communicate Like a Pro
As a Client Service Executive, communication is key. Practice articulating your thoughts clearly and concisely. You might want to prepare for common questions about handling client queries or managing appointments, showcasing your ability to keep clients informed and satisfied.
✨Be Ready to Multi-Task
This role requires juggling various tasks, from diary management to document handling. Think of examples from your past where you successfully managed multiple responsibilities at once. Highlighting your proactive nature and ability to prioritise will show you're the right fit for the fast-paced environment.