Client Services Executive

This is an exciting opportunity to join us as a Client Service Executive, Private Bank. You will be the first point of contact for our clients and responsible for creating a world class client experience. You are expected to communicate with clients in a confident, professional and knowledgeable manner. You will also liaise with both internal and external stakeholders to resolve queries and understand requirements in order to meet client needs.

You will handle a wide variety of telephony calls and administration activities for clients covering every aspect of Barclays investment servicing and banking products. You will also develop the client relationship through the delivery of a consistently excellence and professional service. You must effectively manage your workload whilst adhering to strict regulations.

You may be assessed on key critical skills relevant for success in the role, such as risk and controls, change and transformation, business acumen, strategic thinking, as well as job-specific technical skills.

To be successful for this role, you should possess the following skills set or experience:

• Prior few years of client service experience in Private Banking serving UHNW individuals or experienced in customer service roles within any industry / sector with the ability to build rapport

• Excellent attention to detail

• Excellent command of English language with strong written and verbal communications skills

• Able to negotiate and influence across a wide range of internal and external stakeholders 

• High level of computer literacy and able to interpret screen-based information whilst continuing a dialogue with clients

• Good organisational skills and able manage time effectively

• Adaptable to change in processes and procedures

Barclays is required by law to confirm that you have the Legal Right to Work in any role that you apply for. If you currently hold a work visa sponsored by Barclays, or you would require sponsorship from Barclays, you must declare this as part of your application. Sponsored visas are role and entity specific, and any changes must be reviewed. It is important that you ensure you are working on the correct visa at all times. Failure to accurately disclose your visa status or Legal Right to Work may result in your application or any employment offer being withdrawn at any time.

Purpose of the role

To provide resolutions for customer queries/issues and personalise each interaction through the use of multiple communication channels. 

Accountabilities

• Collaboration across multiple digital channels to personalise each interaction with a customer.
• Enhancing the bank's digital capabilities when current technology is identified as not yet ready to support.
• Provision of exceptional customer service to clients by responding to inquiries, resolving issues and handling client requests efficiently.
• Support the collaboration of internal stakeholders including sales, operational, and risk management teams to meet client needs and expectations, so that transactions are executed accurately and on time.
• Support teams within the business operations function as needed, including risk management, compliance and collections.
• Comply with all regulatory requirements and internal policies related to customer care.
• To provide resolutions for customer queries/issues and personalise each interaction through the use of multiple communication channels.

Analyst Expectations

• Will have an impact on the work of related teams within the area.
• Partner with other functions and business areas.
• Takes responsibility for end results of a team’s operational processing and activities.
• Escalate breaches of policies / procedure appropriately.
• Take responsibility for embedding new policies/ procedures adopted due to risk mitigation.
• Advise and influence decision making within own area of expertise.
• Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct.
• Maintain and continually build an understanding of how own sub-function integrates with function, alongside knowledge of the organisations products, services and processes within the function.
• Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.
• Make evaluative judgements based on the analysis of factual information, paying attention to detail.
• Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents.
• Guide and persuade team members and communicate complex / sensitive information.
• Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation.

All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.