Client Services Executive

Location: Bath
Salary: Up to £25,000
Sector: Financial Services
Type: Permanent
Reference: SGG-032

Who is our client?  A fast-growing financial services firm based in central Bath

Our client combines the latest in investment platform technology, online functionality and management information.  They are committed to delivering a first-class customer service and have a reputation for hard work, outstanding results, and for fostering a “great culture”.

What do they do?  They provide fantastic service and great careers

Our client provides a comprehensive wealth management service and interacts with their clients by helping to solve their queries, looking after them in the way they deserve.

This is done by telephone, email, web and occasionally via face to face interactions.

Our client ensures their team members are provided with opportunities for career development and progression. If you want a career, you can make it happen.

What position is availableClient Services Executive

As a Client Services Executive you will form the “face” of the firm, handling initial client contact and managing relationships with client Financial Advisor firms, 3rd party service providers, private clients and colleagues. 

What does an average day look like? Varied, challenging and dynamic

Predominantly telephone-based, you’ll thrive in a dynamic and fast paced environment handling high call volumes and quickly and accurately investigating and resolving queries within service standards.

A typical day will see you working up to 7.5hrs per day in a lively and vibrant environment. With an hour for lunch you’ll have time to catch up with friends or go and grab something to eat from the many options in Bath.

You will talk to a variety of clients with different needs. Some may want a quick update or to provide further information, others may require some more in-depth assistance.

What do we need from you? People skills and a flair for financial services

A minimum standard of education; A Level or equivalent plus Grade C or above in English Language and Mathematics GCSE.  A degree and/or professional qualifications from CII advantageous.

A good attitude and a natural talent for identifying how best to interact with a wide variety of stakeholders.

The ability to handle challenging calls with resilience and determination.

Flexibility, great attendance and good time-keeping ensuring you’re available for clients

A knowledge and interest in personal finance products, including ISAs, pensions and investments

What will you get? Plenty… 

Comprehensive training, plus support from experienced members of the team who are on hand to help.

Access to an in-house mentoring scheme

Opportunity to contribute to the firm’s charitable foundation

The chance to showcase your skills and progress your career

A fun social scene

Competitive salary and access to the company’s discretionary bonus scheme

A host of other company benefits including cycle to work scheme, discounted gym membership, PMI, holiday purchase scheme 

The position is fulltime (37.5 hours per week) Monday to Friday.  A full job specification can be found here.

Apply Now


Get in Touch


0117 428 6388
07711 622 676

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Skilling Gate Group Limited
St Nicholas House
31-34 High Street
Bristol BS1 2AW