Client Service Executive - Telephones

08 Aug 2017
15 Aug 2017
Contract Type
Full Time

*Client Service Executive - Global Asset Management Bank, Edinburgh City Centre - 12 month contract initially.*

My client, a Global Asset Management Bank, is looking to recruit a Client Service Executive on an initial 12 month contract.

Team Description

The Client Support Team is responsible for all verbal and written contact with clients and Independent Financial Advisers (IFAs). The tasks undertaken by the Client Support Team are a fundamental part of the service provided by Transfer Agency.

Job Purpose:

To provide a high standard of customer service for existing and potential clients who contact us by telephone, in writing and by electronic media (email and secure message).

Principal Responsibilities:

  • Handle client enquiries into the organisation in a polite & professional manner within the timescales detailed in our Service Level Agreement, and within the standards of the Client Support Team
  • Take ownership of providing client with satisfactory resolution within the timescales detailed in our SLAs
  • Undertake training and coaching as directed in order to facilitate the high level of client service required
  • Liase in a professional and friendly manner with other business areas to facilitate response to client enquiries
  • Communicate effectively with all levels of management, other departments and clients
  • Be aware of changing market conditions and their impact on the business
  • Have a working knowledge of Management Company products and procedures
  • Maintain accurate data for all client enquiries
  • Read and respond where necessary to internal communications
  • Participate in projects at the discretion of management
  • Develop skills and knowledge to ensure personal contribution to team and wider objectives
  • Demonstrate the shared values of the organisation (Client Focus, Trust, Teamwork and Outperformance) and the application of TCF.
  • Demonstrate personal responsibility for escalating and resolving concerns/incidents in line with TA Escalation Guidelines and TA Incident Escalation and Management process.


  • Excellent communication skills and telephone manner
  • Experience working within Financial Services/Banking
  • Telephony experience
  • Close attention to detail
  • Ability to work well in a team

*Client Service Executive - Global Asset Management Bank, Edinburgh City Centre - 12 month contract initially.*

If you wish to apply for the above position, please call me or email

Please be advised if you haven't heard from us within 24 hours then unfortunately your application has not been successful on this occasion, we may however keep your details on file for any suitable future vacancies and contact you accordingly. Adecco is an employment consultancy and operates as an equal opportunities employer.

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