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Join Barclays as a Client Service Executive where you will be part of our dedicated Investment Servicing team. This role is perfect for someone who thrives in a telephony-based environment and enjoys resolving complex client queries. If you have a passion for delivering outstanding service and enjoy problem-solving, we want to hear from you! As a Client Service Executive, you will be the first point of contact for clients, handling a wide range of client servicing requests over the phone, via email and through written correspondence. You’ll provide support on investment-related queries, investigate account issues and ensure a smooth experience for clients. Your role will combine both telephony-based interactions and offline workflows, providing a dynamic and varied working day. A typical day involves a balance of handling inbound calls from clients and managing a variety of offline servicing tasks. You may find yourself researching and resolving detailed account issues, responding to corporate actions and coordinating with different teams to bring a client’s request to resolution. The role is fast-paced, highly collaborative and requires excellent problem-solving skills.
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
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
Nice to have:
Experience working in a financial services or investment environment (in a hands-on role)
Prior experience in a telephony-based role
Familiarity with corporate actions, client onboarding, or account servicing processes