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Client Services Representative
Job Posted: 10 hours ago
Salary: £ 25,000 - 27,000 / Annum
Job Type: Permanent
Location: Swindon
Expire in: a month
Job Description
At Siamo recruitment, we're proud to be partnering with a highly respected, relationship-driven financial firm known for its personal approach and currently seeking to find a new Client Services Representative.
This well-established and trusted wealth management firm has built its reputation on trust and truly understanding the long-term goals of its clients. Their high standards of client care are matched by their professional, welcoming culture - making this an excellent opportunity for someone who values professionalism, and clear, effective communication between clients and a team.
Would you like to join a team where your skills and attention to detail are truly valued? Joining this firm as a Client Services Representative means stepping into a role where your contribution truly matters. You’ll be part of a team that values initiative, willingness to learn, and attention to detail, working alongside experienced professionals who are passionate about delivering a high-quality service to every client.
If this grabs your attention, don’t hesitate! apply today and take the next step in your career.
What benefits are in store for you as a Client Services Representative?
Salary is reviewed annually
Bonus scheme linked to Company and Individual performance (option to be paid as PAYE payment or pension contribution)
25 days annual leave, increasing by 1 day a year (up to 30 days)
Option to buy another week holiday
A week’s extra holiday for every 10th year
Pension scheme
Opportunity to complete relevant training and qualifications all funded for
Weekly cake run
As a Successful Candidate you will have these responsibilities:
Providing technical support to the team
Use initiative to locate answers
Manage and resolve technical queries
Liase with clients to provide help and give information
Show willingness to increase knowledge of all areas of financial services
Deal with meeting preparation
Complete and check fund transfers
Balance conflicting demands in a calm and friendly manner
Answer the phone and respond to emails when required
Work well autonomously, remotely and within a team on electronic systems
Keep up with business submissions
Personally manage workflow
What experience and makes a perfect Client Services Representative?
Precise attention to detail
Experience of Microsoft Outlook, Excel & Word
Well-mannered and effective communication skills
Skilled in developing long-term partnerships
Experienced in relationship-led service delivery
Exceptional stakeholder management
Confidential when handling sensitive information
Strong organisational skills with the ability to multitask and to manage workflow
Experience within financial services or customer/client facing roles
Responsive and timely in all client interactions
Proven ability to represent a brand with professionalism
Likeminded Job Titles: Client Service Advisor, Client Services Consultant, Wealth Management Assistant, Customer Service Specialist, Customer Relations Coordinator.
This employer is within the commutable distance from: Cirencester, Royal Wootton Bassett, Wroughton, Highworth, Marlborough, Chippenham, DevizesBefore You Apply
Do not include the following in your job application, CV, or cover letter:
- Bank details.
- National Insurance number.
- Date of birth.
You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.
Looking for your next career move? Join a top company hiring Client Services Representative job near me in Swindon! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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