Client Services Executive - Bath, United Kingdom - Juice Recruitment Ltd

Tom O´Connor

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Tom O´Connor

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Description
Are you seeking a new role in a dynamic and progressive financial services company?

Juice is supporting a progressive and ambitious company in their search for a new Client Services Executive.


Joining at a time of exceptional growth and development, you will play a key role within the ongoing new shape of the Operations function.

As CSA you will be responsible for providing exceptional support to Adviser businesses and networks, dealing with all enquiries and requests in an efficient manner.

This is a fantastic opportunity for someone looking to start their career within a Financial Setting/ Pensions Management or Investments.


DAY TO DAY:


  • Liaising with relevant parties to chase outstanding documentation
  • Data cleansing of systems and client databases as and when require
  • Completing all administrative tasks in a timely manner
  • Participating in team projects

WE WOULD LOVE TO SEE:


  • Excellent PC skills to include Excel, Outlook, Word
  • Super accuracy and attention to detail
  • An ability to work towards and meet deadlines
  • A proactive work ethic

AND FOR YOU:


  • Annual discretionary bonus
  • Gym membership
  • Generous pension and discounts on season tickets for trains
  • Professional training is also supported and encouraged, alongside regular opportunities for promotion.
  • A healthy work life balance is supported with a hybrid model of working. There are also regular opportunities to participate in charitable, team and social events.

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