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Client Services Assistant

  • Exeter
  • Permanent
  • £25,000 - £30,000 + Bonus and benefits

Job details.

Mbf are working with a market leading Private Bank & Wealth Management organisation to recruit a Client Services Assistant. Our client has an exceptional reputation in the industry, with a commitment to excellence and a customer-centric approach, they strive provide an excellent service to every client they work with.

They are now seeking to recruit a passionate and customer-focused individual to join their team as a Customer Services Assistant. You will be at the forefront of ensuring a seamless and positive experience for their valued customers. Your role will involve handling inquiries, resolving issues, and providing personalised assistance to enhance overall customer satisfaction. This is an exciting opportunity to contribute to the success of a leading bank while building strong relationships with clients.

  • Serve as the first point of contact for customers, addressing inquiries, and providing information on a range of products and services.
  • Handle customer transactions efficiently
  • Proactively identify and address customer needs, offering solutions
  • Maintain accurate and up-to-date customer records and documentation.
  • Collaborate with internal teams to ensure a cohesive and customer-centric approach to service delivery.
  • Stay informed about industry trends, banking products, and regulatory requirements to provide accurate and informed assistance.

The client is looking to recruit an individual with previous customer service experience, ideally from a banking or financial services background. You should have strong attention to detail with a commitment to accuracy.


Basic salary to £30,000, discretionary bonus, hybrid working, generous holiday allowance, pension, life assurance, income protection, health cover etc.

Be part of a team that values customer satisfaction, innovation, and professional growth. Elevate your career in a dynamic and rewarding environment where your contributions make a significant impact.


  1. Financial Services

Thomas Williams

Director - Financial Services

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