Client Service Executive Job at Barclays (Douglas)

Client Service Executive

This role is different; you’ll make an impact on people’s lives. You'll spend yo...

Location

United Kingdom , Harrogate

Salary:

30000.00 GBP / Year

Stowe Family Law

Expiration Date

Until further notice

Requirements

Telephony Sales background
Exceptional client service with the ability to deal sensitively with emotional or upset clients

Job Responsibility

Dealing with New Business Enquiries
Supporting the Client Service Team by dealing with New Business Enquiries and really understanding each client’s needs through inbound and outbound calls (all warm calls)
Reassuring the client and dealing with their requests professionally with empathy
Accurately taking down their information and entering it into a case management system (Salesforce)
Converting these clients to either a fixed fee meeting or an immediately progressing client for our lawyers across the company
Liaising with our Lawyers across the country to establish best practice ways of working
Understanding our lawyer's availability to speak to our clients
Preferred ways of working across different regions
Knowledge of specific skill sets within regions and teams to ensure the client speaks with the most suitable Lawyer for their case

What we offer

Wellbeing culture, including Mental Wellbeing days, and access to counselling sessions
Volunteering leave
Diversity public holidays
26 days holiday
Enhanced adoption, maternity and paternity pay
Paid leave for fertility treatment
Emergency dependants leave
Bereavement leave
Medicash health insurance - 24/7 GP’s, dental, counselling, gym discounts
Training grants

Fulltime

Client Service Executive

Idex Consulting is working with a boutique discretionary fund management (DFM) f...

Location

United Kingdom , Edinburgh

Salary:

32000.00 - 35000.00 GBP / Year

IDEX Consulting Ltd

Expiration Date

August 07, 2026

Requirements

Level 3 IOC (Investment Operations Certificate) or willingness to study towards
Ideally 2 years' experience in a similar client services or financial services role (entry-level candidates with strong potential also considered)
Strong communication and organisational skills
CRM experience (e.g. Xplan) desirable

Job Responsibility

Act as a main point of contact for clients and intermediaries
Handle queries, instructions and maintain accurate client records
Prepare meeting packs and support client reporting and valuations
Assist with onboarding, including KYC and suitability checks
Coordinate with operations, risk & compliance and data teams
Process client payments following verification
Support general office duties including admin, diary and reception cover

Fulltime

Client Service Executive

An exciting opportunity has opened up within the UK Client Service Team, part of...

Location

United Kingdom , Milton Keynes; Southampton; Dartford; Reading; Maidstone; Sutton; Croydon; Slough; Portsmouth; Brighton

Salary:

Not provided

Social Value Portal Ltd

Expiration Date

Until further notice

Requirements

Self motivated, confident professional
A strong team player who has integrity
Excellent organisation and problem solving skills
Great communication and relationship building skills

Job Responsibility

Delivering and managing excellent client service to maintain high levels of client satisfaction
Updating and delivering databases and reports to clients within agreed deadlines, which will include co-ordination and collaboration with wider CIRCANA teams
Performing quality control checks to ensure high quality and accuracy of client deliverables
Build strong relationships with clients by engaging frequently via email and arranged meetings to be their initial point of contact for all queries.
Building wider product and industry knowledge to support colleagues and deliver the best possible client service
Networking and engaging with other CIRCANA teams to build strong client-focused relationships
Informing and contributing to internal client solution review meetings

What we offer

Agile working – mix of office and home working
State of the art office
Me Days – four days over and above our 25 contracted annual leave days (total 29 days + Bank Holidays)
Growth – skill-building and mentorship opportunities
Feedback – consistent, timely feedback and coaching
Recognition – public displays of appreciation
Challenge – right mix of challenge and support
Fun – work hard and play

Fulltime

Client Service Executive

We’re looking for a Client Service Executive to join the Client Services team in...

Location

Australia , Sydney

Salary:

Not provided

Blis

Expiration Date

Until further notice

Requirements

Ability to be a client-facing lead, who drives the direction, communications and outcomes across the teams
Excellent communication skills
written and verbal
Works well both within a team and individually
Has excellent organizational and time management skills to juggle multiple tasks
Strong Excel and PowerPoint skills
Technically savvy with commercial acumen

Job Responsibility

Serve as the main point of contact for all inquiries and overseeing programmatic advertising campaigns and strategies
Serve as the consultant for product solutions and best practices
Oversee internal client account operations (e.g. troubleshooting issues, account set up etc.)
Develop data-based insights to guide KPI strategy and activation
Produce reporting & conduct client performance review meetings
Identify optimization opportunities for KPI improvement
Create and present post campaign analysis & quarterly business reviews
Orchestrate the month end billing reconciliation
Showcase appropriate product insights in line with our offering
Guide media and creative strategy, planning, and implementation of campaigns to deliver against key Performance Indicators

What we offer

Competitive commission
Superannuation
Wellness payment
Competitive PTO
Enhanced parental leave
Career Coaching

Client Service Executive

Join us at Barclays and step into the role of a Client Service Executive. In thi...

Location

United Kingdom , Glasgow

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Customer Service experience, interacting with clients daily and be able to provide support and understanding around any queries they may have
Strong Communication
Proficiency in customer service
Strong working knowledge of Microsoft Tools and their usage

Job Responsibility

Collaboration across multiple digital channels to personalise each interaction with a customer
Enhancing the bank's digital capabilities when current technology is identified as not yet ready to support
Provision of exceptional customer service to clients by responding to inquiries, resolving issues and handling client requests efficiently
Support the collaboration of internal stakeholders including sales, operational, and risk management teams to meet client needs and expectations, so that transactions are executed accurately and on time
Support teams within the business operations function as needed, including risk management, compliance and collections
Comply with all regulatory requirements and internal policies related to customer care
To provide resolutions for customer queries/issues and personalise each interaction through the use of multiple communication channels

What we offer

Fitness Suite
fitness classes
an on-site GP
a bicycle store
rooftop bar
clubs and societies
working parents club

Fulltime

Client Service Executive

Join the largest, fastest-growing specialist family law firm in the country. We ...

Location

United Kingdom , Harrogate; Leeds; York; Wetherby

Salary:

30000.00 GBP / Year

Stowe Family Law

Expiration Date

Until further notice

Requirements

Telephony Sales background
Exceptional client service with the ability to deal sensitively with emotional or upset clients

Job Responsibility

Dealing with New Business Enquiries: Supporting the Client Service Team by dealing with New Business Enquiries and really understanding each client’s needs through inbound and outbound calls (all warm calls)
Reassuring the client and dealing with their requests professionally with empathy
Accurately taking down their information and entering it into a case management system (Salesforce)
Converting these clients to either a fixed fee meeting or an immediately progressing client for our lawyers across the company
Liaising with our Lawyers across the country to establish best practice ways of working, including: Understanding our lawyer's availability to speak to our clients
Preferred ways of working across different regions
Knowledge of specific skill sets within regions and teams to ensure the client speaks with the most suitable Lawyer for their case

What we offer

A wellbeing culture, including Mental Wellbeing days, and access to counselling sessions
Volunteering leave
Diversity public holidays
26 days holiday
Enhanced adoption, maternity and paternity pay
Paid leave for fertility treatment
Emergency dependants leave
Bereavement leave
Medicash health insurance - 24/7 GP’s, dental, counselling, gym discounts
Training grants

Fulltime

Client Service Executive

An exciting opportunity has opened up within the UK Client Service Team, part of...

Location

United Kingdom

Salary:

Not provided

Social Value Portal Ltd

Expiration Date

Until further notice

Requirements

Self motivated, confident professional
A strong team player who has integrity
Excellent organisation and problem solving skills
Great communication and relationship building skills

Job Responsibility

Delivering and managing excellent client service to maintain high levels of client satisfaction
Updating and delivering databases and reports to clients within agreed deadlines, which will include co-ordination and collaboration with wider CIRCANA teams
Performing quality control checks to ensure high quality and accuracy of client deliverables
Build strong relationships with clients by engaging frequently via email and arranged meetings to be their initial point of contact for all queries.
Building wider product and industry knowledge to support colleagues and deliver the best possible client service
Networking and engaging with other CIRCANA teams to build strong client-focused relationships
Informing and contributing to internal client solution review meetings

What we offer

Agile working – a mix of office and home working
State of the art office
Me Days – four days over and above 25 contracted annual leave days
Growth – help to build your skills, explore new interests, and work across different functions
Feedback – consistent, timely feedback and coaching
Recognition – applaud consistently great performance and initiative
Challenge – deliver the right mix of challenge and support
Fun – work hard and recognise that’s only achievable with some play

Fulltime

Client Service Executive

Join Barclays as a Client Service Executive where you will be part of our dedica...

Location

United Kingdom , Glasgow

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Excellent verbal and written communication skills
Previous experience in a customer service environment
Strong time management and organisational skills
A proactive and accountable approach to daily workloads

Job Responsibility

Collaboration across multiple digital channels to personalise each interaction with a customer
Enhancing the bank's digital capabilities when current technology is identified as not yet ready to support
Provision of exceptional customer service to clients by responding to inquiries, resolving issues and handling client requests efficiently
Support the collaboration of internal stakeholders including sales, operational, and risk management teams to meet client needs and expectations, so that transactions are executed accurately and on time
Support teams within the business operations function as needed, including risk management, compliance and collections
Comply with all regulatory requirements and internal policies related to customer care
To provide resolutions for customer queries/issues and personalise each interaction through the use of multiple communication channels

Fulltime

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