Client Services Representative

  • Permanent, full-time
  • Bristol
  • Posted 2 months ago


Are you looking for the opportunity to start your financial career? Do you have proven excellent communication skills and would be comfortable in a client facing environment?

Our client, a leading wealth management firm based in Bristol, is seeking a Client Services Representative to join their growing team.

You will:
– You will provide training support to Financial Advisers as and when directed 
– You will liaise with relevant parties to chase outstanding documentation required to complete tasks
– You will provide sales support to the firm’s sales staff and Financial Advisers
– You will manage all online queries through to completion 
– You will investigate and resolve complex queries/issues within service standards ensuring ownership through to completion
– You will provide online support and guidance for New Business applications on Portal
– You will complete basic administration processes and produce client documentation 
– You will continually focus on delivery of excellent customer service to ensure that the firm is highly valued by their customers

Your skills and qualifications:
– You will have previous experience within the financial services industry, particularly externally-facing client servicing
– You will have a good understanding of model portfolios
– You will have an understanding of Bonds, GIA, ISA and SIPP
– You will have a reasonable understanding of Wrap platforms
– You will either be studying form or completed a Financial Services qualification, for example IOC, CII or Certificate in Financial Planning

If you would like to apply, please email or call 01179706505 to find out more.

If you know someone else who would be appropriate for the role, please share this with them – if you refer someone who is successful we will reward you with vouchers of your choice.

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