At a Glance
- Tasks: Be the first point of contact for clients, handling queries with professionalism and care.
- Company: Join Wealthtime, a multi-award-winning financial tech company with a people-first culture.
- Benefits: Enjoy competitive salary, hybrid working, generous holiday, and professional growth opportunities.
- Other info: Embrace a culture of feedback and continuous improvement with clear pathways for career advancement.
- Why this job: Make a real impact in customer service while growing your career in a supportive environment.
- Qualifications: Strong communication skills and a proactive mindset are essential; financial services experience is a bonus.
The predicted salary is between 22700 - 28700 £ per year.
About Us
Wealthtime is an award-winning investment platform that helps advisers deliver the best outcomes for their clients, bringing together smart technology and expert support. In the last year, we’ve taken bold steps to future-proof our proposition, entering a strategic partnership with Wipro and strengthening our relationship with GBST. This 10-year partnership guarantees automatic annual upgrades ensuring we’re always on the very latest technology, enhanced functionality, improved security, and regulatory resilience.
About Us
Wealthtime is an award-winning investment platform that helps advisers deliver the best outcomes for their clients, bringing together smart technology and expert support. In the last year, we’ve taken bold steps to future-proof our proposition, entering a strategic partnership with Wipro and strengthening our relationship with GBST. This 10-year partnership guarantees automatic annual upgrades ensuring we’re always on the very latest technology, enhanced functionality, improved security, and regulatory resilience.
About Us
Wealthtime is an award-winning investment platform that helps advisers deliver the best outcomes for their clients, bringing together smart technology and expert support. In the last year, we’ve taken bold steps to future-proof our proposition, entering a strategic partnership with Wipro and strengthening our relationship with GBST. This 10-year partnership guarantees automatic annual upgrades ensuring we’re always on the very latest technology, enhanced functionality, improved security, and regulatory resilience.
With over £12 billion in assets under administration and a growing team of more than 100 professionals, we’re building something truly exceptional.
Our culture is driven by three core behaviours—Seek Opportunity, Nurture Each Other, and Simply Get Going—empowering our people to innovate, collaborate, and create meaningful impact every day.
Wealthtime is part of Quanta group, a next-generation financial services Group, providing a full wealth management service through three core businesses – Wealthtime, Copia Capital Management and Craven Street Wealth.
About The Role
As a Client Services Executive (CSE), you'll be a key part of Wealthtime's award-winning service team, acting as the first point of contact for Financial Advisers, Clients, Regional Sales Managers (RSMs), and Business Development Managers (BDMs).
You'll handle a wide range of platform-related enquiries via phone, email, and written communication, delivering expert support with professionalism, empathy, and care.
You'll need to be confident speaking on the phone, including in challenging situations, and able to remain calm and solution-focused under pressure. Your ability to listen, communicate clearly, and resolve queries effectively will be essential to maintaining our high standards of service.
Our CSEs are technical specialists with deep knowledge across the entire Wealthtime platform, providing consistent, high-level guidance without the limitations of product-specific teams. You'll also contribute to service improvement by identifying opportunities for enhancement and sharing feedback.
You'll be part of a supportive and collaborative team culture, where your contributions are valued and your development is actively supported. Through our CSE Elevate progression scheme, you'll have access to a transparent career pathway with defined salary bandings and two flexible tracks Leadership and Specialist allowing you to grow your career in a way that suits your strengths and ambitions.
Key Responsibilities
- Deliver exceptional customer outcomes by fostering a supportive, customer-centric culture, with particular attention to the needs of vulnerable customers in line with company policy.
- Act as the first point of contact for Financial Advisers, Clients, Sales Teams, and Third-Party Providers, managing and resolving queries via phone, email, and written communication in accordance with service standards, procedures, and compliance requirements.
- Take ownership of complex queries and issues, ensuring thorough investigation and resolution within agreed timeframes, and maintaining accountability through to completion.
- Build and maintain effective working relationships across teams and departments, contributing to a collaborative and high-performing environment.
- Champion continuous improvement by identifying, developing, and sharing best practices, and actively participating in team and business projects aimed at enhancing service delivery and operational efficiency.
- Ensure full adherence to Consumer Duty principles, proactively raising risks, near misses, or concerns with your Line Manager or Compliance.
- Support business-wide initiatives by undertaking additional responsibilities aligned with your skills and capabilities, as directed by management.
- Drive process improvement by challenging existing procedures and contributing to the development of new, more efficient and accurate ways of working.
- Take responsibility for personal development by maintaining and executing a structured training and development plan.
About You
Essential
Specialist Skills, Qualifications and Experience:
- Proven customer service experience, ideally within the financial services sector.
- Strong background in call handling and administrative tasks.
- Proficient in Microsoft Office applications, including Word, Excel, and Outlook.
- Demonstrates high levels of accuracy and attention to detail when managing client and adviser enquiries, ensuring all communications and processes meet regulatory standards.
- Excellent interpersonal and communication skills, with the ability to engage effectively across various channels.
- Able to work independently and collaboratively within a team environment.
- Maintains professionalism and resilience when managing challenging interactions, competing priorities, and tight deadlines, consistently delivering high-quality service.
- Proactive and self-motivated, with a solution-focused approach to problem-solving.
- Strong organisational skills, with the ability to manage workload efficiently.
Desirable
- Knowledge and experience of wrap platforms (minimum 1 year preferred).
- Understanding of Consumer Duty principles and regulations relating to vulnerable customers.
- Previous telephony experience specifically within the financial services industry.
- Experience in financial services (minimum 1 year preferred).
- Familiarity with investment products such as SIPP, Drawdown, GIA, ISA, and Offshore Bonds.
Rewards & Benefits:
Competitive Compensation:
We offer a competitive salary that reflects your skills and contributions.
Hybrid Working:
Enjoy the flexibility of a hybrid work model, balancing the comforts of home with the camaraderie of the office.
Yearly Discretionary Bonus:
Look forward to a yearly discretionary bonus as a token of appreciation for your dedication.
Generous Holiday Package:
You'll receive 34 days of holiday per calendar year, including bank holidays. Plus, we offer the option to purchase or sell up to 5 additional days per year, tailoring your time off to suit your needs.
Wellbeing at Heart:
We understand the importance of your well-being, which is why we offer a Wellbeing day, allowing you to take a break when you need it most, whether it's for your birthday, moving house, or simply pampering yourself.
Professional Growth:
We're committed to your professional development and will support and encourage your career advancement.
Comprehensive Health
You and your family's health is a priority for us. We provide a Private Medical scheme that can be extended to full family coverage, an Income protection scheme, and a Life assurance scheme.
Financial Security
Prepare for your future with our Group contributory pension scheme.
Travel with Ease:
We offer interest-free season ticket loans to help with travel costs.
Giving Back:
You can participate in our Wealthtime Foundation Day to support charitable activities.
Opportunities for Growth:
We actively promote internal progression, so your journey with us can take you from agent to team leader and beyond.
Recognition Matters
Our excellent in the moment recognition scheme ensures your hard work is acknowledged and celebrated.
Wealthtime is an equal opportunities employer that places high value on a diverse and inclusive workplace. We recognise that people work in different ways, appreciate alternative viewpoints, celebrate individuality, and cultivate a culture where everyone can be their authentic selves at work. We are deeply committed to fostering a diverse workforce and welcome applications from individuals of all backgrounds, beliefs, cultures, gender identities, ethnicities, sexual orientations, abilities, and long-term health conditions.
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Client Services Executive in Bath employer: Wealthtime
Craven Street Wealth is an exceptional employer, offering a dynamic work environment where collaboration and innovation thrive. With a strong commitment to employee growth, we provide comprehensive training opportunities and flexible working patterns to accommodate diverse needs. Our offices across London and the South of England foster a culture of inclusivity and support, ensuring that every team member can contribute to delivering outstanding client service while enjoying a rewarding work-life balance.
StudySmarter Expert Advice🤫
We think this is how you could land Client Services Executive in Bath
✨Get to Know the Company Culture
Before jumping into applications, it’s super helpful to understand the vibe at Wealthtime. Check out their social media, read reviews on sites like Glassdoor, and see how they engage with customers. It'll give you clues on their values and help tailor your conversation during interviews.
✨Join Customer Support Communities
Dive into online communities like those on Reddit or LinkedIn where customer support pros hang out. Participating in discussions or asking questions can make you more visible to potential recruiters and help you learn about job openings at companies like Wealthtime before they even post them.
✨Attend Job Fairs or Networking Events
Look out for local job fairs or events specifically for customer support roles. This is your chance to meet hiring managers face-to-face, and you might even get the opportunity to interview on the spot!
✨Show Off Your Skills with Customer Interactions
In the customer support world, showcasing your communication skills is key. Consider creating a short video introducing yourself or even doing a mock call to showcase your abilities. It's a memorable way to stand out, especially if you can share this during your interview process!
We think you need these skills to ace Client Services Executive in Bath
Some tips for your application 🫡
Show Off Your Communication Skills:In customer support, clear communication is key. Make sure your CV highlights any experience you've had in customer-facing roles and your ability to resolve issues. Don't shy away from including specific examples of how you've gone above and beyond to help customers – this really shows your potential in the role.
Tailor Your Cover Letter to Wealthtime:Your cover letter is your chance to shine! Tell us why you want to work at Wealthtime specifically. Mention any unique aspects of our company that resonate with you and how your skills can enhance our customer support. This personal touch will set your application apart from the rest!
Highlight Any Relevant Tools or Tech Skills:If you've used customer support software like Zendesk or Freshdesk or have experience with CRM systems, make sure to mention these in your application. Being familiar with industry-standard tools can be a big plus for us when we’re reviewing applications, as it shows you can hit the ground running!
Demonstrate Your Problem-Solving Skills:Customer support roles often require a knack for problem-solving. In your application, share examples of past experiences where you've tackled tough situations or resolved conflicts effectively. This will give us a good sense of how you handle challenges—an essential skill for success at Wealthtime!
How to prepare for a job interview at Wealthtime
✨Show Off Your People Skills
In customer support, it's all about communicating effectively. Prepare to share instances from your past experiences where you handled difficult customers or resolved conflicts. We want to hear how you empathised and found the best solutions, so think of specific examples to back up your stories!
✨Know the Tools of the Trade
Familiarise yourself with common customer support tools like Zendesk or Freshdesk, and make sure to review how you’ve used any similar systems in the past. During the interview, being able to discuss your hands-on experience with software or ticketing systems can really set you apart from the competition, so don’t skip this prep!
✨Show Genuine Enthusiasm
As this is a full-time role, employers want someone who isn’t just looking for any job, but wants to grow within customer support. Make sure to express your enthusiasm for helping customers and your desire to develop your skills. Show them why you're passionate about this field!
✨Practice Common Scenarios
Be prepared for role-playing scenarios where you might have to reassess a solution with a frustrated customer or explain a complex process in simple terms. Practising these common scenarios can help us feel more confident and demonstrate our practical skills effectively during the interview.
