At a Glance
- Tasks: Manage client onboarding and service queries efficiently while using CRM systems.
- Company: Join TrinityBridge, a leading UK Wealth Manager with a focus on client relationships.
- Benefits: Inclusive benefits, flexible working options, and a supportive team environment.
- Other info: Diverse and inclusive workplace with excellent career growth opportunities.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Previous financial services experience and strong communication skills required.
The predicted salary is between 30000 - 40000 £ per year.
Join TrinityBridge Client Services team as a Client Service Executive. It is the CSE’s responsibility to 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
Regulatory responsibilities | Compliance/T&C
- Ability to demonstrate an understanding of the regulatory framework relevant to the role, whilst practising effective risk management taking account of outcomes for clients.
- Understand, follow and demonstrate compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business.
- Follow principles and rules of the Financial Conduct Authority (FCA) and the internal requirements set out in the Compliance Manual, local and Group Compliance and Risk policies.
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
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.
We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role. To avoid any ambiguity around fees, please note that speculative CVs received by TrinityBridge, that have not been authorised in advance, by us, will be ineligible for an agency fee.
The Company
At TrinityBridge we are all connected by our mission to be leading UK Wealth Manager, growing trusted client relationships that last for generations. We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments.
We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients. Sustainability is fundamental to our purpose, and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people.
We offer a wide range of inclusive benefits that provides our people with all the support they need to find a healthy balance in all aspects of their lives. We also invest in the growth of our people providing a sense of belonging and team spirit and the ability to thrive.
We recruit people from all backgrounds and are open to discussing all types of flexible working options, helping our people to balance work and home life and make practical choices for wellbeing while delivering impact where it matters, all of which contributes to our exceptional client experience.
We are committed to ensuring our recruitment process is accessible to everyone. We make adjustments for people who have a disability or long-term condition so, if you need a job description or application form in an alternative format, or would like to discuss the recruitment process with us, please get in touch at TalentAcquisition@trinitybridge.com.
Equal Opportunities
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 London employer: TrinityBridge
TrinityBridge is an exceptional employer that prioritises employee well-being and professional growth, offering a supportive work culture where diversity and inclusivity are celebrated. With a commitment to sustainability and community engagement, employees enjoy a range of benefits designed to promote a healthy work-life balance while contributing to meaningful client relationships. The opportunity for career development within a dynamic team of around 900 professionals across the UK makes TrinityBridge a rewarding place to build a fulfilling career.
StudySmarter Expert Advice🤫
We think this is how you could land Client Service Executive in London
✨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 Service Executive role at TrinityBridge. You never know who might have the inside scoop or can put in a good word for you!
✨Tip Number 2
Prepare for those interviews! Research TrinityBridge and understand their values and mission. Think about how your skills, like attention to detail and communication, align with what they’re looking for. Practice common interview questions so you can shine when it’s your turn to impress.
✨Tip Number 3
Show off your proactive nature! During interviews, share examples of how you've taken initiative in past roles. Whether it’s improving processes or managing client queries efficiently, let them see that you’re the kind of person who gets things done.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining the TrinityBridge team. So, get that application in and let’s make it happen!
We think you need these skills to ace Client Service Executive in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Client Service Executive role. Highlight your previous financial services experience 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 explain why you're passionate about client service and how your proactive nature can help us achieve operational efficiency. Keep it concise but impactful!
Showcase Your Communication Skills:Since good communication is key for this role, make sure your written application reflects your ability to convey information clearly. We love seeing candidates who can articulate their thoughts well, so don’t hold back!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, it shows you’re keen on joining the TrinityBridge family!
How to prepare for a job interview at TrinityBridge
✨Know Your CRM Inside Out
Familiarise yourself with Client Relationship Management (CRM) systems, as this role heavily relies on managing leads and client data. Be prepared to discuss your experience with similar systems and how you ensure accurate and timely data entry.
✨Demonstrate Attention to Detail
Since the role requires excellent record-keeping and reporting capabilities, be ready to share examples of how you've maintained accuracy in previous roles. Highlight any specific processes you followed to ensure compliance with internal and external regulations.
✨Showcase Your Communication Skills
Effective communication is key in this position. Prepare to discuss how you've managed client queries and arranged appointments in the past. Think of examples where your proactive nature helped resolve issues or improve client satisfaction.
✨Emphasise Team Collaboration
As a Client Service Executive, you'll need to work closely with colleagues. Share experiences that demonstrate your ability to collaborate effectively within a team, especially in high-pressure situations. Highlight how you contribute to operational efficiency and profitability.
