Client Service Executive

Are you a proactive, detail-focused individual with experience in financial services client support?

We’re working with TrinityBridge to recruit a Client Service Executive for a 12-month fixed-term contract in Wimborne. This is a fantastic opportunity to join a respected wealth management firm and play a key role in supporting advisers and ensuring clients receive a first-class service experience from onboarding through to ongoing support.

?? Key Responsibilities:

• Manage client and lead records via the CRM system

• Ensure accurate and timely data entry across internal and third-party platforms

• Coordinate and schedule client meetings, manage adviser diaries, and confirm appointments

• Prepare review packs, valuations, and documentation ahead of client meetings

• Respond to and manage client queries, either directly or by referring to the appropriate internal teams

• Monitor and direct new business queries and servicing requests in line with service level agreements (SLAs)

• Maintain strong document management practices in line with company procedures

• Collaborate with internal teams to support efficient and profitable operations

• Provide general administrative support as required by the business or Client Service Manager

? Requirements:

• Previous experience in a client support or admin role within financial services

• High attention to detail with strong organisational skills

• Comfortable using CRM systems and Microsoft Office applications

• Excellent communication skills (both written and verbal)

• Strong record-keeping and documentation abilities

• Ability to multitask and manage competing deadlines

• Team player with a proactive and solutions-focused mindset

• Able to use initiative and work independently when required

?? What’s on Offer:

• Salary: £29,000 - £32,000 (dependent on experience)

• Join a professional, friendly, and well-supported team

• Opportunity to work in a respected and growing wealth management firm

• Hybrid working options available after onboarding

• Structured onboarding, training, and support throughout the contract

If you're looking to develop your career in client services within a well-established financial planning business, apply now or reach out for a confidential conversation.