Fantastic opportunity to work with a forward thinking client within a leading wealth management business and provider of product wrappers to the investment market, and they are looking for a Client Services Executive to join their team based from their offices in Bath.
The role is a core function within Client Services as it is the initial client contact role and the face of the business.
The central responsibilities are to own the relationship with Financial Advisers, Clients, Sales Team members, Third Party Service Providers and colleagues.
You will require excellent relationship management and influencing skills, as well as being able to demonstrate market leading customer service skills. The ideal candidate will have experience of working within Wealth Management/Pensions/Investments.
This is a full time role offering a salary of £20,000-£25,000 (dependant on skills and experience) Benefits include holiday, pension, health care and much more.
Please contact Gemma Lawrence at Meridian on 01722 328038 to apply and find out more or email email@example.com
Meridian Business Support is acting on behalf of our Client as a Recruitment Agency.