Client Representative

England, Bristol
£20000 - £23000 per annum
12 Jan 2021
09 Feb 2021
JN -012021-1996307
Rebecca Hall
Job Title
Customer Services
Industry Sector
Banking / Finance
Contract Type
Full Time

I am excited to say that I am looking for 2 permanent Client Representatives and 1 on a 12 month Fixed Term Contract (FTC) for a role based in Bristol.

Client Details

Our client is a leading Financial Services provider, based in Bristol. They pride themselves on offering a bespoke service for each of their clients to help them achieve whatever goals they have.

They are looking for

2 x permanent Client Representatives

1 x 12 month FTC Client Representative


The key responsibilities of a Client Representative are:

  • Manage high volumes of calls from internal and external Financial Advisers, Clients, Sales Team and Third Party Service Providers
  • Continually focus on delivery of excellent customer service to ensure that the Company is highly valued by our clients and in line with our service standards
  • Complete basic administration processes and produce client documentation
  • Provide support to Financial Advisers as and when directed
  • Provide support as and when required to the Client Operations Department
  • Liaise with relevant parties to chase outstanding documentation required to complete tasks
  • Complete all tasks in line with service standards, procedures and compliance guidelines
  • Meet all Financial Conduct Authority regulations
  • Manage all online queries through to completion
  • Provide online support and guidance for New Business applications


The successful Client Representative will have:


  • Worked in a client contact or largely telephone based environment/role

  • Clear communication skills and friendly, positive manner
  • Ability to handle difficult conversations
  • Excellent Administration skills


  • Previous exposure within the financial services industry, particularly externally-facing client servicing
  • Working towards Financial Services qualifications - either part or fully qualified i. IOC, CII, Certificate in Financial Planning
  • Good understanding of Wrap platforms and relevant investment and pension products

Job Offer

This role not only offers a great and competitive salary, but also has a great oath for progression.

Please note- this role will be home based during lock-downs, but will be an office based role contractually and when government guidelines allow.

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