Client Support Executive

Are you a customer-focused individual with a passion for providing exceptional service? Founded in 1833 our client is leading the Private Banking and Wealth Management industry and are now seeking a dedicated and enthusiastic Client Support Executive to join their team! A unique opportunity for someone with a background in financial services, banking or corporate services to develop their career or someone leaving education to kickstart theirs!

JOB TITLE: Client Support Executive

LOCATION: Exeter

SALARY:£28,000 - £33,000 dependant on experience

HOURS:?Monday to Friday, 09:00am - 5:00pm with flexibility for WFH twice a week after an initial training period

BENEFITS: Competitive salary, pension and holiday allowance, private health cover, discretionary bonuses, progression opportunities.

THE COMPANY: Our client is a well-established Private/Commercial Banking and Wealth Management company. They have a key focus on a commitment to client relationships and understanding each individual journey delivering a bespoke service. They are a continually growing company that offer endless progression opportunities!

THE ROLE: As a Client Support Executive, you will play a crucial role in ensuring that client queries and requests are handled accurately and efficiently. Working within a team you will act as a first point of contact from a variety of clients from commercial banking to wealth management and private investors. The role is predominantly phone based, with general administration support required.

Duties include:

• Handle incoming calls and respond to internal and external client inquiries related to account balances, statements, and transactions.
• Process internal transfers and ensure all payment process requirements are met.
• Address card-related queries, including activation requests, PIN reminders, and unauthorised card transactions.
• Handle client payment requests, ensuring adherence to company procedures.
• Provide support for Online Banking and Mobile App queries, password resets, and online payment verifications.
• Assist with cheque queries, stop cheque requests, and standing order and direct debit inquiries.
• Manage amendments to static data, including address changes.
• Process other requests such as audit letters and tax certificates.
• Maintain client records, ensuring efficient archiving and filing.
• Handle clients' complaints and errors promptly, following the established process.

YOUR SKILLS & EXPERIENCE:

• Experience in delivering excellent customer care
• Education A Levels or equivalent
• Ability to provide a high level of client service, ensuring the client is at the heart of everything we do.
• Strong numeracy, literacy, and computer skills
• Knowledge of savings, banking, or financial services is desirable but not essential
• Previous experience in a client-facing role is desirable but not essential
• Ability to work effectively within a team environment.
• Excellent verbal and written communication skills
• Strong organisational and time management skills
• Ability to maintain confidentiality and exercise discretion
• High level of accuracy and attention to detail
• Willingness to learn various banking systems and tasks
• A positive and can-do attitude

Join our client's dynamic and supportive team and take on this exciting role as a Client Support Executive. Apply now to be part of an organisation that values excellent service and offers opportunities for growth and development!

TO APPLY:Please apply online, email your CV to or call to speak to Vicky on .

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