Client services Work, Jobs in Beckington, Som (with Salaries)

Client Services Executive
Wealthtime —Bath
- £27,000 - £31,000 a year
- Full-time
- Hybrid work
- Customer service
- Financial services
- In-person
- Health & wellbeing programme
- Work from home
Project Co-Ordinator
Ramudden Global UK —Somerton
- Monday to Friday
- Organisational skills
- Communication skills
- Employee assistance programme
- Referral programme
Quick apply
Immigration Caseworker/Paralegal
Onis Legal Services —Bristol
- From £24,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Trainee Financial Adviser
Douglas Steers & Company —Bristol
- £50,000 a year
- Full-time
- Sales
- Analysis skills
- Driving
- Free parking
- Health & wellbeing programme
Quick apply
Office Administrator
Williams Lea —Bath
- £26,227.50 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Referral programme
12d
Adviser Support
Clifton Wealth Partnership —Bristol
- £26,000 - £33,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- Microsoft Office
- Free parking
Quick apply
7d
Visitor Experience Assistant
Cove Group —Shepton Mallet
- £12.80 an hour
- Part-time
- Hospitality
- Customer service
- In-person
- Employee discount
Quick apply
3d
Attraction Assistant
Cove Group —Shepton Mallet
- £12.80 an hour
- Part-time
- Customer service
- In-person
- Café
- Employee discount
Quick apply
3d
Probate case manager
WDS Associates Legal Services —Bristol
- £30,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
Quick apply
Client Accounts Assistant
Andrews Property Group —Keynsham
- £28,000 a year
- Full-time
- Data entry
- Financial services
- In-person
- Free parking
- Health & wellbeing programme
Quick apply
11d
Commercial Administrator
Antac Support Services —Bulford
- Up to £30,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Accounting
- Free parking
- Employee assistance programme
Quick apply
14d
Field Interviewer - Bath
the National Centre for Social Research —Bath
- £15.12 an hour
- Part-time
- Hybrid work
- English
- Travel
- Time management
- Annual leave
Quick apply
Post Completions Clerk
Awdry Law —Bath
- Part-time
- Administrative experience
- IT
- Communication skills
Quick apply
19h
Insurance Advisor
Howden Group Holdings —Bath
- Full-time
- Hybrid work
- Employee discount
Administration Associate
Evlo —Trowbridge
- Microsoft Office
- Communication skills
- Time management
- Employee discount
- Life insurance
Quick apply
Commercial Administrator
M Group —Bath
- Microsoft Excel
- Microsoft Office
- IT
- Annual leave
- Employee assistance programme
Pharmaceutical Sales Representative (Respiratory)
NSHI Ltd —Bristol
- £50,000 - £55,000 a year
- Full-time
- Sales
- Customer service
- Analysis skills
- Annual leave
- Employee assistance programme
Quick apply
14d
Property Details Administrator
Cj Hole Southville —Bristol
- £24,500 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- Accounting
Quick apply
11d
National Account & Export Sales Manager
The Gifted Stationery Company —Bath
- £50,000 a year
- Full-time
- Hybrid work
- Sales
- Salesforce
- Presentation skills
- Health & wellbeing programme
- Work from home
Quick apply
3d
Care Coordinator - Frome
Trinity Homecare —Frome
- Up to £27,000 a year
- Organisational skills
- IT
- Communication skills
12d

I want to receive the latest job alerts for client services in beckington, som

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Client Services Executive

Wealthtime -
Bath

Apply Now

Job details

Permanent | Full-time
£27,000 - £31,000 a year

Benefits

Health & wellbeing programme
Cycle to work scheme
Company pension
Work from home
Private medical insurance
Life insurance

Qualifications

Customer service
Financial services
Communication skills
Office experience

Full job description

Job Specification
Location

Bath

Employment Type

Full time

Department

Customer Experience

Appointment Type

Permanent

Hours

37.50

Ref No

10197

Job Information

About Us:
At Wealthtime, we take pride in our role as a multi-award-winning financial technology company, known for our outstanding 5-star service platform. Our journey is guided by our shared values and behaviours: 'Seek Opportunity', 'Nurture Each Other' and 'Simply Get Going.'

With new ownership since 2021 and significant investments of over £17 million, Wealthtime is on an exciting path of growth. Our team, consisting of approximately 300 dedicated individuals, is at the heart of our journey, and we welcome you to join us as we continue to make our mark in the industry.

About the Role
We’re looking for a positive, passionate individual with a strong work ethic to join our Client Services team.

You’ll be the first point of contact for Financial Advisers, Clients, and Sales Teams, handling queries via phone and email with professionalism and care. Office experience and confidence speaking with customers over the phone are essential, along with great attention to detail and a proactive mindset.

Comments from the hiring managers:

“In Client Services, we’re looking for team members who put the customer at the heart of everything they do. We’re excited to welcome passionate individuals who have a mindset geared toward continuous improvement, a strong drive to grow, and a genuine ambition to progress are key qualities we value.

We especially appreciate individuals who are proactive about improvement, whether that’s personal development or identifying ways to enhance our internal processes and customer experience. Our team thrives on feedback, and we expect everyone to contribute to that culture by giving and receiving constructive feedback to support growth and learning.

You’ll need to be eager to learn, as the role requires you to be a true generalist, navigating a wide range of processes and systems. Strong multitasking skills and excellent interpersonal abilities are essential, as you’ll be working across various teams and engaging with diverse stakeholders. We value those who can adapt their communication style to suit different audiences and time management is crucial, as we rely on our team members to take ownership and see cases through to resolution.”

“We’re looking for a passionate, collaborative individual to join our Client Services team, someone who thrives in a supportive, people first environment. At Wealthtime, team culture is central to everything we do, and we’re excited to welcome someone who will contribute positively to that. While financial services experience is a bonus, it’s not essential. What matters most is a can-do attitude, a willingness to tackle challenges head on, and a genuine pride in delivering excellent customer service and outcomes. Strong communication skills and a problem solving mindset are key. We value people who can think critically, work through issues constructively, and communicate clearly with clients and colleagues alike.

We’re especially proud of our bespoke team Elevate progression scheme, which provides a clear, structured pathway for career development. Each level includes a defined salary banding, so you can grow and be financially recognised within your current role as your skills and impact evolve. Many of our team members have progressed to Subject Matter Expert and management roles through Elevate, supported by regular feedback, coaching, and opportunities to showcase their strengths.”

About You
Financial services experience and knowledge of wrap platforms are a bonus, but your attitude and commitment to great service matter most.

You’ll need to be confident speaking on the phone, including in challenging situations, and able to remain calm and solution-focused under pressure. Your ability to listen, communicate clearly, and resolve queries effectively will be essential to maintaining our high standards of service.

You’ll thrive in a collaborative environment, working closely with colleagues to deliver excellent outcomes and continuously improve how we serve. If you’re organised, solution-focused, and ready to grow in a supportive team, we’d love to hear from you.

Rewards & Benefits:
Competitive Compensation: We offer a competitive salary that reflects your skills and contributions.

Hybrid Working: Enjoy the flexibility of a hybrid work model, balancing the comforts of home with the camaraderie of the office.

Yearly Discretionary Bonus: Look forward to a yearly discretionary bonus as a token of appreciation for your dedication.

Generous Holiday Package: You'll receive 34 days of holiday per calendar year, including bank holidays. Plus, we offer the option to purchase or sell up to 5 additional days per year, tailoring your time off to suit your needs.

Wellbeing at Heart: We understand the importance of your well-being, which is why we offer a Wellbeing day, allowing you to take a break when you need it most, whether it's for your birthday, moving house, or simply pampering yourself.

Professional Growth: We're committed to your professional development and will support and encourage your career advancement.

Comprehensive Health: You and your family's health is a priority for us. We provide a Private Medical scheme that can be extended to full family coverage, an Income protection scheme, and a Life assurance scheme.

Financial Security: Prepare for your future with our Group contributory pension scheme.

Travel with Ease: We offer interest-free season ticket loans to help with travel costs.

Giving Back: You can participate in our Wealthtime Foundation Day to support charitable activities.

Opportunities for Growth: We actively promote internal progression, so your journey with us can take you from agent to team leader and beyond.

Recognition Matters: Our excellent in the moment recognition scheme ensures your hard work is acknowledged and celebrated.

Wealthtime is an equal opportunities employer that places high value on a diverse and inclusive workplace. We recognise that people work in different ways, appreciate alternative viewpoints, celebrate individuality, and cultivate a culture where everyone can be their authentic selves at work. We are deeply committed to fostering a diverse workforce and welcome applications from individuals of all backgrounds, beliefs, cultures, gender identities, ethnicities, sexual orientations, abilities, and long-term health conditions.

Pay: £27,000.00-£31,000.00 per year

Benefits:

Company pension
Cycle to work scheme
Health & wellbeing programme
Life insurance
Private medical insurance
Work from home

Work Location: In person

Apply Now

Refine Your Search

client services jobs in beckington, som

Client Services Executive

Project Co-Ordinator

Immigration Caseworker/Paralegal

Trainee Financial Adviser

Office Administrator

Adviser Support

Visitor Experience Assistant

Attraction Assistant

Probate case manager

Client Accounts Assistant

Commercial Administrator

Field Interviewer - Bath

Post Completions Clerk

Insurance Advisor

Administration Associate

Commercial Administrator

Pharmaceutical Sales Representative (Respiratory)

Property Details Administrator

National Account & Export Sales Manager

Care Coordinator - Frome

I want to receive the latest job alerts for client services in beckington, som

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected