Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage client onboarding and service queries efficiently with a proactive approach.
- Company: Join the dynamic TrinityBridge Client Services Team focused on client success.
- Benefits: Full-time role with opportunities for flexible work and career growth.
- Why this job: Be part of a diverse team making a real impact in client services.
- Qualifications: Customer service experience, strong communication skills, and attention to detail.
- Other info: Embrace inclusivity and enjoy a supportive work environment.
The predicted salary is between 30000 - 42000 £ per year.
Join TrinityBridge Client Services Team where you will ensure client on-boarding and ongoing service queries are managed efficiently and in a timely manner.
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
We Would Love To Hear From You If
- Previous customer/client 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
At TrinityBridge we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.
Client Service Executive employer: TrinityBridge
Contact Detail:
TrinityBridge Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Service Executive
✨Tip Number 1
Get to know the company inside out! Research TrinityBridge, its values, and its services. This way, when you get that interview, you can show off your knowledge and enthusiasm for the role.
✨Tip Number 2
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider info and even a foot in the door.
✨Tip Number 3
Practice makes perfect! Prepare for common interview questions related to client service roles. Think about your past experiences and how they relate to the skills TrinityBridge is looking for.
✨Tip Number 4
Follow up after your interview! A quick thank-you email can go a long way in showing your appreciation and keeping you top of mind for the hiring team at TrinityBridge.
We think you need these skills to ace Client Service Executive
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the Client Service Executive role. Highlight your previous customer service experience and any relevant IT skills. We want to see how you can bring your unique flair to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your communication skills and proactive nature. Tell us why you're excited about joining TrinityBridge and how you can contribute to our client services.
Show Off Your Attention to Detail: In this role, accuracy is key! When filling out your application, double-check for typos and ensure all information is correct. We appreciate candidates who take the time to present their best selves.
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’re considered for the role. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at TrinityBridge
✨Know Your Client Service Basics
Before the interview, brush up on your understanding of client service principles. Familiarise yourself with common client queries and how to handle them efficiently. This will show that you’re proactive and ready to tackle the role head-on.
✨Showcase Your Attention to Detail
Since this role requires excellent record-keeping and data entry skills, be prepared to discuss examples from your past experiences where your attention to detail made a difference. Highlight any specific tools or systems you've used to manage client information accurately.
✨Demonstrate Your Communication Skills
Effective communication is key in client services. Practice articulating your thoughts clearly and concisely. You might even want to prepare a few scenarios where you successfully managed client communications or resolved issues, as this will illustrate your capabilities.
✨Be Ready to Multi-task
In this role, you'll likely juggle multiple tasks at once. Think of examples where you successfully managed competing priorities. During the interview, convey your ability to stay organised and efficient under pressure, which is crucial for success in client service.
