At a Glance
- Tasks: Be the first point of contact for clients and advisers, handling queries with professionalism.
- Company: Join an award-winning investment platform that values innovation and collaboration.
- Benefits: Enjoy a clear career progression path, competitive salary, and supportive team culture.
- Other info: Thrive in a people-first culture with opportunities for personal and professional growth.
- Why this job: Make a real impact in client services while developing your skills in a dynamic environment.
- Qualifications: Strong communication skills and a proactive mindset are essential; financial services experience is a bonus.
The predicted salary is between 30000 - 40000 £ 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. 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
We’re looking for a positive, passionate individual with a strong work ethic to join our Client Services team. You’ll be the first point of contact for Financial Advisers, Clients, and Sales Teams, handling queries via phone and email with professionalism and care. Office experience and confidence speaking with customers over the phone are essential, along with great attention to detail and a proactive mindset.
Comments From The Hiring Managers
In Client Services, we’re looking for team members who put the customer at the heart of everything they do. We’re excited to welcome passionate individuals who have a mindset geared toward continuous improvement, a strong drive to grow, and a genuine ambition to progress are key qualities we value. We especially appreciate individuals who are proactive about improvement, whether that’s personal development or identifying ways to enhance our internal processes and customer experience. Our team thrives on feedback, and we expect everyone to contribute to that culture by giving and receiving constructive feedback to support growth and learning.
You’ll need to be eager to learn, as the role requires you to be a true generalist, navigating a wide range of processes and systems. Strong multitasking skills and excellent interpersonal abilities are essential, as you’ll be working across various teams and engaging with diverse stakeholders. We value those who can adapt their communication style to suit different audiences and time-management is crucial, as we rely on our team members to take ownership and see cases through to resolution.
We’re looking for a passionate, collaborative individual to join our Client Services team, someone who thrives in a supportive, people-first environment. At Wealthtime, team culture is central to everything we do, and we’re excited to welcome someone who will contribute positively to that. While financial services experience is a bonus, it’s not essential. What matters most is a can-do attitude, a willingness to tackle challenges head on, and a genuine pride in delivering excellent customer service and outcomes. Strong communication skills and a problem-solving mindset are key. We value people who can think critically, work through issues constructively, and communicate clearly with clients and colleagues alike.
We’re especially proud of our bespoke team Elevate progression scheme, which provides a clear, structured pathway for career development. Each level includes a defined salary banding, so you can grow and be financially recognised within your current role as your skills and impact evolve. Many of our team members have progressed to Subject Matter Expert and management roles through Elevate, supported by regular feedback, coaching, and opportunities to showcase their strengths.
About You
Financial services experience and knowledge of wrap platforms are a bonus, but your attitude and commitment to great service matter most. 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. You’ll thrive in a collaborative environment, working closely with colleagues to deliver excellent outcomes and continuously improve how we serve. If you’re organised, solution-focused, and ready to grow in a supportive team, we’d love to hear from you.
Client Services Executive employer: Wealthtime
Wealthtime is an exceptional employer that prioritises a supportive and collaborative work culture, empowering employees to innovate and grow within their roles. With a strong focus on personal development through the bespoke Elevate progression scheme, team members are encouraged to take ownership of their career paths while receiving regular feedback and coaching. Located in a dynamic environment, Wealthtime offers a unique opportunity to be part of a forward-thinking investment platform that values customer service excellence and fosters a people-first ethos.
StudySmarter Expert Advice🤫
We think this is how you could land Client Services Executive
✨Tip Number 1
Get to know the company inside out! Research Wealthtime's values, recent partnerships, and their approach to client services. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your phone skills! Since you'll be handling queries over the phone, it’s crucial to sound confident and professional. Try role-playing with a friend or family member to get comfortable with common customer service scenarios.
✨Tip Number 3
Show off your problem-solving skills! Think of examples from your past experiences where you tackled challenges head-on. Be ready to share these during your interview to demonstrate your proactive mindset and ability to deliver excellent service.
✨Tip Number 4
Don’t forget to ask questions! When you get the chance, engage with your interviewers by asking about their team culture and how they support personal development. This shows that you’re eager to grow and contribute positively to the team.
We think you need these skills to ace Client Services Executive
Some tips for your application 🫡
Show Your Passion:When writing your application, let your enthusiasm for the role shine through! We want to see that you’re genuinely excited about joining our Client Services team and making a positive impact.
Tailor Your Application:Make sure to customise your application to reflect the skills and qualities we value. Highlight your customer service experience and any proactive improvements you've made in previous roles—this will really catch our eye!
Be Clear and Concise:Keep your application straightforward and to the point. We appreciate clarity, so make sure your communication is easy to follow and showcases your problem-solving mindset effectively.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to be part of our team!
How to prepare for a job interview at Wealthtime
✨Know the Company Inside Out
Before your interview, take some time to research Wealthtime and its core values. Understand their mission, recent partnerships, and how they aim to deliver exceptional service. This will not only show your genuine interest but also help you align your answers with their culture.
✨Showcase Your Customer Service Skills
Since the role is all about client interaction, prepare examples from your past experiences where you’ve successfully handled customer queries or resolved issues. Highlight your communication skills and how you adapt your style to different audiences, as this is crucial for the position.
✨Demonstrate a Proactive Mindset
Wealthtime values individuals who are proactive about improvement. Think of instances where you’ve identified a problem and taken the initiative to solve it. Be ready to discuss how you can contribute to enhancing internal processes and customer experience.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and how you handle pressure. Practice responding to hypothetical scenarios related to client services, focusing on your thought process and how you would ensure a positive outcome for the client.
