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Client Services Executive

  • Full Time
  • Bath/Hybrid
  • £20,000 - £25,000 DOE

HR Star are proud to be recruiting a Client Services Executive to join our clients growing Wealth Management software business in Bath, who are about to launch their own Self Invested Personal Pension (SIPP) as Trustees and administrators so it is a really exciting time to join the business. 

The main purpose of this role will be to support top tier client accounts with Administration, Customer Relations, and Escalations. 

Key Responsibilities:

  • Continually focus on delivery of excellent customer service to ensure that the Company is highly valued by our clients.
  • Ensure that the FCA Treating Customers Fairly (TCF) principles are adhered to, including raising any areas for concern with either Line Manager or Compliance.
  • Provide administration support across all areas of the Client Services function.
  • Process any external queries received via telephone, email or post. 
  • Work as part of a team to ensure that all work gets completed within set Service Level Agreements (SLAs).
  • Manage risk effectively by informing Line Manager of any incidents, ‘near misses’ or exposures to our risk profile. Comply with all Company policies and report any risk concerns to Line Manager.

You will, from time to time, be required to undertake other activities that fall within your capabilities as directed by management. 

Specialist Skills, Qualifications and Experience:


  • Excellent interpersonal and communication skills.
  • Ability to work well individually, and as part of a team.
  • Data processing skills.
  • Good attention to detail.
  • Self-motivated.
  • Work as part of a team to achieve team and personal objectives.
  • Willingness to learn.


  • Have Wrap platform knowledge and/or experience, although on-the-job training will be provided.
  • Have experience working with Self Invested Personal Pensions (SIPPs).
  • Have a Financial Services qualification (E.g. IOC or CII).
  • An interest in financial markets and investments.


If you would like to be considered for this role, please apply now! 

If you would like any more information on the role, please contact [email protected]

Apply now

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