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We are working with a boutique financial services company known for their personalised approach and dedication to providing tailored solutions to clients. As a smaller firm, they focus on building strong, long-lasting relationships and delivering exceptional service through close collaboration and innovative thinking. The team is passionate about fostering a supportive environment where every member has the opportunity to contribute and grow.
Position Overview: We are looking for a dynamic and motivated Client Services Executive to join the team. In this versatile role, you will work closely with clients and internal teams, ensuring a seamless client experience and maintaining our high standards of service. This role offers a fantastic opportunity to develop a wide range of skills and grow within a boutique financial services environment.
Key Responsibilities:
- Build and nurture strong relationships with clients, understanding their goals and objectives.
- Collaborate closely with internal teams to enhance the overall client experience.
- Assist in identifying opportunities for clients to benefit from our wide range of services.
- Support various administrative and operational tasks to ensure efficient service delivery.
Requirements:
- Previous experience in customer service, client support, or a similar role.
- Excellent communication and interpersonal skills, with a talent for building rapport and trust.
- Strong problem-solving abilities and attention to detail.
- A proactive and adaptable approach, with the ability to work independently and as part of a team.
- Must live in Poole or the surrounding area.
Benefits:
- Comprehensive training and professional development opportunities.
- Bonuses based on performance and client satisfaction.
- A supportive and collaborative work environment within a growing boutique firm.
- Opportunities for career progression and personal growth.
