Client Support Executive

Office Angels; Exeter; On-site; GBP 28,000 - 33,000; Full time

Job summary

A leading company in the Private Banking and Wealth Management industry is seeking a Client Support Executive in Exeter. This role is perfect for individuals passionate about providing exceptional service, with responsibilities that include managing client inquiries and supporting banking operations. Offering competitive salary, benefits, and opportunities for career growth, this position is great for those looking to build their career in financial services.

Benefits

Private health cover

Discretionary bonuses

Progression opportunities

Competitive salary

Pension and holiday allowance

Qualifications

• Customer service experience desired.
• Ability to maintain confidentiality.
• Willingness to learn banking systems.

Responsibilities

• Handle client inquiries related to account balances and transactions.
• Process internal transfers and maintain client records.
• Manage client complaints and ensure service quality.

Skills

Customer care

Numeracy

Communication

Organizational skills

Attention to detail

Education

A Levels or equivalent

Job description

Are you a customer-focused individual with a passion for providing exceptional service? Founded in 1833 our client is leading the Private Banking and Wealth Management industry and are now seeking a dedicated and enthusiastic Client Support Executive to join their team! A unique opportunity for someone with a background in financial services, banking or corporate services to develop their career or someone leaving education to kickstart theirs!

JOB TITLE: Client Support Executive

LOCATION: Exeter

SALARY:£28,000 - £33,000 dependant on experience

HOURS:Monday to Friday, 09:00am - 5:00pm with flexibility for WFH twice a week after an initial training period

BENEFITS: Competitive salary, pension and holiday allowance, private health cover, discretionary bonuses, progression opportunities.

THE COMPANY: Our client is a well-established Private/Commercial Banking and Wealth Management company. They have a key focus on a commitment to client relationships and understanding each individual journey delivering a bespoke service. They are a continually growing company that offer endless progression opportunities!

THE ROLE: As a Client Support Executive, you will play a crucial role in ensuring that client queries and requests are handled accurately and efficiently. Working within a team you will act as a first point of contact from a variety of clients from commercial banking to wealth management and private investors. The role is predominantly phone based, with general administration support required.

Duties include:

• Handle incoming calls and respond to internal and external client inquiries related to account balances, statements, and transactions.


• Process internal transfers and ensure all payment process requirements are met.


• Address card-related queries, including activation requests, PIN reminders, and unauthorised card transactions.


• Handle client payment requests, ensuring adherence to company procedures.


• Provide support for Online Banking and Mobile App queries, password resets, and online payment verifications.


• Assist with cheque queries, stop cheque requests, and standing order and direct debit inquiries.


• Manage amendments to static data, including address changes.


• Process other requests such as audit letters and tax certificates.


• Maintain client records, ensuring efficient archiving and filing.


• Handle clients' complaints and errors promptly, following the established process.

YOUR SKILLS & EXPERIENCE:

• Experience in delivering excellent customer care


• Education A Levels or equivalent


• Ability to provide a high level of client service, ensuring the client is at the heart of everything we do.


• Strong numeracy, literacy, and computer skills


• Knowledge of savings, banking, or financial services is desirable but not essential


• Previous experience in a client-facing role is desirable but not essential


• Ability to work effectively within a team environment.


• Excellent verbal and written communication skills


• Strong organisational and time management skills


• Ability to maintain confidentiality and exercise discretion


• High level of accuracy and attention to detail


• Willingness to learn various banking systems and tasks


• A positive and can-do attitude

Join our client's dynamic and supportive team and take on this exciting role as a Client Support Executive. Apply now to be part of an organisation that values excellent service and offers opportunities for growth and development!

TO APPLY:Please apply online, email your CV to [e-mail] or call to speak to Vicky on 01392 426200.

Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.