client services occupations Work, Jobs in yate, gls (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
Customer Service Advisor
Kinaxia Transport & Warehousing —Yate
- Full-time
- CRM software
- Employee assistance programme
- Employee discount
Quick apply
2d
Customer Service Representative - Part Time
Western Global —Engine Common
- £26,000 - £27,500 a year
- Part-time
- Microsoft Word
- Microsoft Outlook
- Customer service
- Annual leave
- Employee assistance programme
Quick apply
Customer Support Coordinator
Taylor Wimpey —Bristol
- Customer service
- Annual leave
- Employee discount
4d
Customer Care Coordinator
Wain Homes (South West) Ltd —Bristol
- £24,420 - £35,000 a year
- Full-time
- Salesforce
- Analysis skills
- Financial services
- Free parking
- Employee assistance programme
Quick apply
4d
Customer Service Representative
Reconomy Connect —Bristol
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee assistance programme
- Referral programme
Customer Feedback Officer
Brighter Places —Bristol
- £30,015 a year
- Part-time
- Hybrid work
- Customer service
- Salesforce
- Analysis skills
- Free parking
- Flexitime
Quick apply
Customer Success Manager
Spruce —Bristol
- £50,000 - £72,000 a year
- Full-time
- Hybrid work
Quick apply
11d
Customer Success Manager
Legal 500 —Bristol
- Hybrid work
Customer Services Representative
Holcim —Swindon
- CRM software
- Sales
- Customer service
- Employee discount
Assistant Client Manager x2
Computershare —Bristol
- Full-time
- Hybrid work
- Travel
- Financial services
- Communication skills
- Work from home
2d
Customer Success Manager (Legal SaaS)
Hoowla —Bristol
- £28,000 - £36,000 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- In-person
Quick apply
Customer Service Coordinator
Macfarlane Group —Cricklade
- £25,000 - £26,000 a year
- Full-time
- Customer service
- Administrative experience
- Communication skills
- Free parking
- Annual leave
Customer Complaints Officer
Ayvens —Bristol
- Full-time
- Communication skills
- Time management
- Free parking
- Annual leave
Customer Service Specialist (Business Export)
Good Energy —Chippenham
- £26,500 - £30,500 a year
- Full-time
- Hybrid work
- Communication skills
- Time management
- Annual leave
Quick apply
Client Services Manager, Pension Administration
Gallagher Benefit Services —Bristol
- Microsoft Office
- Continuous improvement
- Communication skills
- Employee stock purchase plan
- Life insurance
Senior Partner Success Advisor
Onecom —Gloucester
- Monday to Friday
- CRM software
- Customer service
- IT
- Employee discount
Quick apply

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Client Services Executive
Wealthtime —Bath
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.
£27,000 - £31,000 a year
Information Analyst
South Gloucestershire Council —Yate
As part of our benefits package, you will receive generous annual leave (pro rata), employee wellbeing support and you will have access to a range of staff…
£36,363 - £39,152 a year
1d

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client services occupations jobs near yate, gls

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 occupations jobs in yate, gls

Client Services Executive

Customer Service Advisor

Customer Service Representative - Part Time

Customer Support Coordinator

Customer Care Coordinator

Customer Service Representative

Customer Feedback Officer

Customer Success Manager

Customer Success Manager

Customer Services Representative

Assistant Client Manager x2

Customer Success Manager (Legal SaaS)

Customer Service Coordinator

Customer Complaints Officer

Customer Service Specialist (Business Export)

Client Services Manager, Pension Administration

Senior Partner Success Advisor

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