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Client Service Executive

Resolve complex client investment issues over multiple communication channels efficiently
Glasgow, Scotland, United Kingdom
Entry Level
16 hours agoBe an early applicant
Barclays

Barclays

A multinational banking and financial services company headquartered in London, offering retail, wholesale, and investment banking services globally.

Client Service Executive

Join Barclays as a Client Service Executive where you will be part of our dedicated Investment Servicing team. This role is perfect for someone who thrives in a telephony-based environment and enjoys resolving complex client queries. If you have a passion for delivering outstanding service and enjoy problem-solving, we want to hear from you!

As a Client Service Executive, you will be the first point of contact for clients, handling a wide range of client servicing requests over the phone, via email and through written correspondence. You'll provide support on investment-related queries, investigate account issues and ensure a smooth experience for clients. Your role will combine both telephony-based interactions and offline workflows, providing a dynamic and varied working day.

A typical day involves a balance of handling inbound calls from clients and managing a variety of offline servicing tasks. You may find yourself researching and resolving detailed account issues, responding to corporate actions and coordinating with different teams to bring a client's request to resolution. The role is fast-paced, highly collaborative and requires excellent problem-solving skills.

To be successful as a Client Service Executive, you should have experience with:

  • Excellent verbal and written communication skills.
  • Previous experience in a customer service environment.
  • Strong time management and organizational skills.
  • A proactive and accountable approach to daily workloads.

Some other highly valued skills may include:

  • Experience working in a financial services or investment environment (in a hands-on role).
  • Prior experience in a telephony-based role.
  • Familiarity with corporate actions, client onboarding, or account servicing processes.
  • You may be assessed on key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen, strategic thinking and digital and technology, as well as job specific technical skills.

    This role is based in Glasgow.

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Client Service Executive
Glasgow, Scotland, United Kingdom
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About Barclays
A multinational banking and financial services company headquartered in London, offering retail, wholesale, and investment banking services globally.