logo for Red Recruitment

Client Services Representative - City, Bristol, United Kingdom, BS1


Fantastic starting salary - Open spacious offices - City Centre location - Client Services Representative

An exciting opportunity has arisen for an existing Client Services Representative to support the Client Services team in a Bristol city centre location. The successful candidate will be used to a fast paced environment, and be able to manage calls from customers, Financial Advisers and third parties, so a high level of enthusiasm and customer service is crucial. Excellent relationship management and influencing skill is key to this position and experience in financial services, with a reasonable understanding of Wrap platforms.

Client Services Representative duties;

  • Accommodating and managing a vast array of queries
  • Providing exceptional customer service to all customers and clients
  • Communicating with other departments
  • Preparing valuations and illustrations

Client Services Representative Skills;

  • Financial Services qualifications
  • Reasonable understanding of trading and Wrap platforms
  • Good knowledge of Bonds, GIA, ISA and SIPP

If you are an existing Client Services Representative or have experience in a similar environment within a Financial Services Environment, then please send your CV today!

Job Title: Client Services Representative

Hours: Monday - Friday

Contract type: Permanent

Salary: £20,000 - £26,000 (DOE)

Location: City Centre