Job Opportunities API

Permanent Do you have excellent interpersonal and communication skills, with good attention to detail? Our client, a growing wealth management platform, is looking for a Client Services Executive to join their Bath based team. Your responsibilities: Manage daily tasks, ensuring high service levels and quality Serve as the primary contact for customers, advisers, and third parties across all channels Identify client solutions, enhance the customer journey, and suggest process improvements Participate in team meetings, providing feedback to Operations Managers and contributing to Consumer Duty goals Understand and follow regulations, swiftly escalate incidents, and support root cause analysis Complete mandatory training on risk, confidentiality, data security, GDPR, and CASS rules Your skills: Excellent interpersonal, communication, and telephone skills Ability to work independently and in a team to meet objectives Strong data processing and analytical skills with attention to detail Self-motivated, proactive, and eager to learn Experience in handling phone calls and platform knowledge (training provided) Knowledge of ISA/SIPP, financial services qualifications, and an interest in financial markets If this sounds like you, please apply today. Apply for Operations Executive (Client Services):