Banking relationship Work, Jobs in Bristol, Eng (with Salaries)

Client Services Administrator
Milne Wealth Management Ltd —Bristol
- £13.50 - £15.00 an hour
- Part-time
- Hybrid work
- Salesforce
- Data analysis skills
- English
- Work from home
Quick apply
7d
Private Banking - Private Banking Executive
Arbuthnot Latham —Bristol
- Organisational skills
- Computer skills
- Banking
Protective Threat Intelligence Analyst
Lloyds Banking Group —Bristol
- £44,901 - £54,879 a year
- Full-time
- Hybrid work
- Analytics
Corporate Relationship Manager - Bristol
Metro Bank PLC —Bristol
- Hybrid work
- Banking
Lead Customer Journey Manager
Lloyds Banking Group —Bristol
- Full-time
- Hybrid work
- AI
- Leadership
- Communication skills
1d
Regional Lead - Direct Relationship Management - South
Allica Bank —Bristol
- Full-time
- Hybrid work
- Customer service
- Business development
- Team management
Assistant Relationship Manager
Ultimate Finance —Bristol
- AI
- Communication skills
- Time management
HR Administrator
Doubletree by Hilton Bristol City Centre —Bristol
- £14.92 an hour
- Part-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
- Free parking
- Employee discount
Quick apply
Managing Associate - Banking
Michelmores LLP —Bristol
- Call to connect
- Business development
- Mentoring
- Communication skills
People & Development Specialist
Thrings —Bristol
- Part-time
- Hybrid work
- Travel
- Mentoring
- Recruiting
- Life insurance
Senior Customer Success Manager
SBS —Bristol
- Hybrid work
- Communication skills
- Annual leave
1d
Lloyds Banking Group Customer Support - Cardiff
Lloyds Banking Group —Cardiff
- £20,960 - £26,200 a year
- Part-time
- Banking
6d
Head of Retention Pricing
RAC —Bristol
- Analysis skills
- Presentation skills
- Leadership
Data Management Manager - Corporate & Institutional Banking
Lloyds Banking Group —Bristol
- £67,023 - £74,470 a year
- Full-time
- Hybrid work
- Data analysis skills
- Communication skills
5d
School Leaver Accounts Trainee (ACA)
Saffery —Bristol
- Profit sharing
- Annual leave
6d
Manager - Portfolio Management Loans Support
Homes England —Bristol
- £39,933 - £46,573 a year
- Full-time
- Presentation skills
- Travel
- Communication skills
- Annual leave
- Employee assistance programme
6d
Finance Consultant
Christie Finance —Bristol
- Hybrid work
- Business development
- Financial services
- Referral programme
14d
Private Banker (Bristol)
Arbuthnot Latham —Bristol
- Writing skills
- Business development
- Banking
AML Manager
Thrings —Bristol
- Hybrid work
- Analysis skills
- Team management
- Travel
- Life insurance
Corporate Capacity & Budget Planning Manager
Ayvens —Bristol
- Full-time
- Analysis skills
- Communication skills
- Free parking
- Annual leave
5d

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Client Services Administrator

Milne Wealth Management Ltd
Bristol

Quick apply

Job details

Part-time
£13.50 - £15.00 an hour
7 days ago

Benefits

Casual dress
Additional leave
Company pension
Work from home

Qualifications

Meeting coordination
Client engagement
Salesforce
Data analysis skills
English
Analysis skills
Relationship management
Customer support
Financial services
Customer interaction
AI
Communication skills
Time management

Full job description

Job Overview

This is primarily a CLIENT SERVICE/ADMINISTRATION role in the retail financial planning sector and is NOT suitable for someone seeking accountancy, data analysis, banking or a similar role. Please review company website for further information about our firm and what we do in order that you are applying for a role which suits your skillset.

If this role is of interest, please apply with CV and include a covering letter explaining why you are interested in this role. Applications with no cover letter will not be considered.

Planned Start Date October 2026.

We are seeking a dedicated and professional Client Services Administrator to join our team within a busy and successful financial advice practice. This role involves engaging with clients to provide exceptional support, ensuring their needs are met efficiently and effectively. The successful candidate will play a vital part in maintaining strong client relationships and supporting the organisation’s commitment to outstanding service delivery. Prior experience in financial services and familiarity with Salesforce are advantageous, alongside excellent communication and IT skills.

Responsibilities

Act as the primary point of contact for clients, addressing enquiries promptly and professionally.
Manage the diary of the Financial Adviser, booking and recording all client meetings and all aspects of the client journey on our internal systems.
Utilise Salesforce to manage client information, track interactions, and update records accurately.
Utilise all software systems used by the firm to ensure alignment of information recording and compliant completion of processes.
File preparation in advance of client meetings between clients and advisers.
Provide tailored solutions based on client needs, demonstrating a thorough understanding of our services.
Collaborate with internal teams and external providers to ensure client requests are fulfilled efficiently.
Maintain detailed records of all client interactions and follow-up actions.
Support the organisation in developing strategies to enhance customer satisfaction and retention.

Requirements

Proven experience in client services or a related role within the financial services/wealth management sector is essential.
Ability to understand and respond to the needs of the advisers in the firm in order that all client needs are supported.
Strong and accurate communication skills, both written and verbal, with the ability to convey information clearly and professionally.
Proficiency in learning and utilising all internal software and AI used in the business to support the needs of the client and the business processes. Examples of systems used are Salesforce, Outlook 365, Word and Excel, Calendly, SOFI AI, PreMeet, Zoom, internal Intranet.
Analytical skills to interpret data, generate insights, and support decision-making processes.
Exceptional organisational ability with excellent attention to detail and time management abilities to manage tasks in a timely manner.
Ability to work collaboratively within a team environment while managing multiple priorities effectively.
Willingness to develop compassionate, empathetic relationships with clients in order that their needs are responded to is a must.
Must have the ability to think proactively and strategically in line with seeing situations from the client's perspective in order that we achieve the highest levels of client care and service.
A proactive approach to problem-solving and a commitment to delivering exceptional customer service.

Job Type: Part-time

Pay: £13.50-£15.00 per hour

Benefits:

Additional leave
Casual dress
Company pension
Work from home

Experience:

Financial services: 2 years (required)

Language:

English (required)

Work authorisation:

United Kingdom (required)

Work Location: Hybrid remote in Bristol

Quick apply

Refine Your Search

banking relationship jobs in bristol, eng

Client Services Administrator

Private Banking - Private Banking Executive

Protective Threat Intelligence Analyst

Corporate Relationship Manager - Bristol

Lead Customer Journey Manager

Regional Lead - Direct Relationship Management - South

Assistant Relationship Manager

HR Administrator

Managing Associate - Banking

People & Development Specialist

Senior Customer Success Manager

Lloyds Banking Group Customer Support - Cardiff

Head of Retention Pricing

Data Management Manager - Corporate & Institutional Banking

School Leaver Accounts Trainee (ACA)

Manager - Portfolio Management Loans Support

Finance Consultant

Private Banker (Bristol)

AML Manager

Corporate Capacity & Budget Planning Manager

I want to receive the latest job alerts for banking relationship in bristol, eng

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