Client Services Executive

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

Job summary

A leading financial services firm in Bristol is seeking a professional to join its Client Services team. The role involves managing client onboarding and ongoing service queries, ensuring efficient communication and documentation management. Candidates should have previous experience in financial services, strong attention to detail, and excellent communication skills. The company promotes diversity and offers a supportive, inclusive environment with a focus on continuous growth and development.

Benefits

Private medical

Discounted health checks

Stakeholder pension contribution

Cycle to work scheme

Gym discounts

Purchase additional holiday

Responsibilities

• Managing leads with the Client Relationship Management (CRM) system.
• Accurate and timely client data entry onto platforms/systems to specified Service Level Agreement.
• Ensuring all new business queries are directed to the relevant team.

Skills

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

Job description

Overall Summary

Join TrinityBridgeClient 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

Qualifications

• 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. 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 balance work and home life and make practical choices for wellbeing while delivering impact where it matters, thereby contributing 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 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, or political beliefs.

Key Skills

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

Employment Type: Unclear

Experience: years

Vacancy: 1

Yearly Salary: 30001 - 35000