Client Services Executive

Close Brothers Group; Birmingham; On-site; GBP 30,000 - 35,000; Full time

Job summary

A financial services company in Birmingham is seeking a Client Services professional to manage client onboarding and address ongoing service queries. This role involves CRM management, accurate data entry, and proactive communication with clients to ensure efficient interactions. The ideal candidate will demonstrate strong IT skills, exceptional attention to detail, and the ability to thrive in a team environment. The position offers a competitive salary range of £30,001 to £35,000 annually, along with various benefits including private medical care and gym discounts.

Benefits

Private medical

Discounted health checks

Stakeholder pension contribution

Cycle to work scheme

Gym discounts

Purchase additional holiday

Qualifications

• Previous financial services experience is required.
• Excellent attention to detail is necessary.
• Strong IT skills are essential.
• Ability to work in a team environment.
• Good verbal and written communication skills are needed.
• Exceptional record keeping and reporting capabilities.
• A proactive nature to gain efficiencies is important.
• Ability to multi-task and handle various tasks at once.
• Demonstration of initiative is valuable.

Responsibilities

• Managing leads with the Client Relationship Management (CRM) system.
• Accurate data entry into specified platforms according to SLAs.
• Ongoing client communication and appointment management.
• Preparing meeting packs and valuations for client appointments.
• Ensuring servicing queries are processed within set SLAs.
• Document management according to department procedures.

Skills

Financial services experience

Attention to detail

IT skills

Team player

Good communication skills

Record keeping

Proactive nature

Multi-tasking ability

Demonstration of initiative

Job description

Overview

OVERALL SUMMARY

Join TrinityBridge Client ServicesTeam where you willensure 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

Qualifications / We Would Love to Hear From You If

• 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 dont 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 thatspeculative CVs received by TrinityBridge that have not been authorised in advance by us will be ineligible for an agency fee. Thank you.

#LI-EM1 #LI-SY1 #LI-JJ1

The Company

At TrinityBridge we are all connected by our mission to be the best place in the UK for wealth professionals and their clients.

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 .

The Benefits

Private medical

Discounted health checks

Stakeholder pension contribution

Cycle to work scheme

Gym discounts

Purchase additional holiday

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 employees 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.

Key Skills

Abinitio,Business Analysis,Logistics & Procurement,Client Services,Business Analytics

Employment Type : Unclear

Experience : years

Vacancy : 1

Yearly Salary Salary : 30001 - 35000