Client Services Executive – Bristol

  • Permanent, full-time
  • Bristol
  • Posted 1 month ago


Do you have experience managing end-to-end administration processes within Financial Services? Are you committed to providing excellent customer service? then this may be the role for you.

Our client, an ethical and sustainable investment services firm, is looking for a Client Service Executive to join their Bristol office.

You will be:

  • Managing the client facing administration process to ensure a timely and efficient client experience
  • Acting as the main liaison between the investment team and the operation teams
  • Providing end to end management of account opening, on-boarding and transfer processes
  • Supporting the quarterly portfolio valuation processes
  • Maintaining client support systems and data

Your skills and qualifications:

  • Experience of working in a similar role within Financial Services, Investment or Wealth Management
  • Experience managing administrative staff would be desirable
  • Knowledge of regulatory environments
  • Grades A-C or equivalent in English and Maths
  • Willing to undertake further professional qualifications

If this sounds like you, please apply today.

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