Client Services Executive - Hybrid, Growth & Impact

Wealthtime; Bath; Hybrid; GBP 28,000 - 36,000; Full time

Benefits offered by this job

Hybrid Working

Yearly discretionary bonus

34 days holiday per year

Private medical scheme

Job summary

Wealthtime is seeking a Client Services Executive to join its award-winning service team in a hybrid role. You will be the first point of contact for Financial Advisers, Clients, and internal stakeholders, delivering expert support by phone, email, and written communication with care and professionalism.

You will handle a wide range of platform inquiries, remain calm under pressure, listen actively, and resolve queries efficiently, while contributing to service improvements within a

Qualifications

• 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.

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.

Skills

Customer service experience

Call handling

MS Office

Attention to detail

Interpersonal skills

Teamwork

Resilience under pressure

Organisational skills

Tools

Microsoft Office

Job description

Wealthtime is seeking a Client Services Executive to join its award-winning service team in a hybrid role. You will be the first point of contact for Financial Advisers, Clients, and internal stakeholders, delivering expert support by phone, email, and written communication with care and professionalism.

You will handle a wide range of platform inquiries, remain calm under pressure, listen actively, and resolve queries efficiently, while contributing to service improvements within a