Client Services Executive

Role: Client Services Executive
Location: Bedford
Hours: Full time
Salary: £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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