Role: Client Services Executive
Location: Bedford
Hours: Full time
Salary: GBP 30,000 per annum
An excellent opportunity has now arisen for a Client Services Executive to join our client s successful team.
Who are we?
Our client is a long:established, member:focused organisation with a strong heritage and values:driven approach. Operating within financial services, they are known for putting people at the heart of everything they do both their members and their employees.
With a collaborative and supportive culture, this is a business where quality, care and attention to detail really matter. The team work closely together, take pride in delivering a high level of service, and value individuals who bring a proactive and thoughtful approach to their work.
This is an organisation that offers stability, a strong sense of purpose, and an environment where people tend to stay and grow over the long term.
Duties of a Client Services Executive:
. Process client and intermediary requests accurately using internal systems
. Support new business administration, including onboarding new clients and processing changes to existing accounts
. Handle queries via phone, email and post, providing a high level of customer service at all times
. Maintain and update client records, ensuring all data is accurate and up to date
. Manage incoming post, scanning and distributing to relevant teams
. Support with processing withdrawals, claims and returned mail
. Monitor and manage shared mailboxes, responding within agreed service levels
. Assist with payment processing, including direct debit and credit submissions
. Produce reports and provide administrative support to the wider team
. Work closely with internal teams, including underwriting, to gather required information
. Ensure all processes are followed in line with company procedures and regulatory requirements
. Support the wider business with ad:hoc administrative tasks as required
What we would like from you:
. Previous experience within an administrative or customer service role
. Confident handling customer queries via telephone and email
. Strong attention to detail and accuracy
. Good organisational skills with the ability to prioritise workload
. A team player with a proactive and flexible approach
. Comfortable using Microsoft Office (Word, Excel and Outlook)
. Willingness to learn and develop within the role
If you are interested in this role, please apply below with your most recent CV.
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