At Siamo recruitment, we're proud to be partnering with a highly respected, relationship-driven financial firm known for its personal approach and currently seeking to find a new Client Services Representative. This well-established and trusted wealth management firm has built its reputation on trust and truly understanding the long-term goals of its clients. Their high standards of client care are matched by their professional, welcoming culture - making this an excellent opportunity for someone who values professionalism, and clear, effective communication between clients and a team. Would you like to join a team where your skills and attention to detail are truly valued? Joining this firm as a Client Services Representative means stepping into a role where your contribution truly matters. You’ll be part of a team that values initiative, willingness to learn, and attention to detail, working alongside experienced professionals who are passionate about delivering a high-quality service to every client. If this grabs your attention, don’t hesitate! apply today and take the next step in your career. What benefits are in store for you as a Client Services Representative? Salary is reviewed annually Bonus scheme linked to Company and Individual performance (option to be paid as PAYE payment or pension contribution) 25 days annual leave, increasing by 1 day a year (up to 30 days) Option to buy another week holiday A week’s extra holiday for every 10th year Pension scheme Opportunity to complete relevant training and qualifications all funded for Weekly cake run As a Successful Candidate you will have these responsibilities: Providing technical support to the team Use initiative to locate answers Manage and resolve technical queries Liase with clients to provide help and give information Show willingness to increase knowledge of all areas of financial services Deal with meeting preparation Complete and check fund transfers Balance conflicting demands in a calm and friendly manner Answer the phone and respond to emails when required Work well autonomously, remotely and within a team on electronic systems Keep up with business submissions Personally manage workflow What experience and makes a perfect Client Services Representative? Precise attention to detail Experience of Microsoft Outlook, Excel & Word Well-mannered and effective communication skills Skilled in developing long-term partnerships Experienced in relationship-led service delivery Exceptional stakeholder management Confidential when handling sensitive information Strong organisational skills with the ability to multitask and to manage workflow Experience within financial services or customer/client facing roles Responsive and timely in all client interactions Proven ability to represent a brand with professionalism Likeminded Job Titles: Client Service Advisor, Client Services Consultant, Wealth Management Assistant, Customer Service Specialist, Customer Relations Coordinator. This employer is within the commutable distance from: Cirencester, Royal Wootton Bassett, Wroughton, Highworth, Marlborough, Chippenham, Devizes