# Client Service Advisor

**Company**: Barclays
**Location**: Glasgow
**Work arrangement**: hybrid
**Job type**: full-time
**Category**: Customer Service
**Industry**: Finance

**Apply**: https://barclays.wd3.myworkdayjobs.com/en-US/External_Career_Site_Barclays/job/Glasgow-Campus/Client-Service-Executive_JR-0000072962?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_104b409d-69a

## Description

We are seeking a Client Service Advisor to join our Direct Investing team.

As a Client Service Advisor, you will provide high-quality support to investment customers through our telephony-based service.

In this fast-paced role, you’ll navigate a varied and sometimes complex range of investment-related queries, building your knowledge and expertise while delivering clear, accurate and confident support.

Your main responsibilities will include:

- Providing customer service to customer questions, concerns and requests regarding accounts, products, and services in a timely and professional manner.

- Collaborating with teams across the bank to align, promote, and integrate customer care initiatives.

- Managing and maintaining customer records and documentation to ensure accuracy.

- Participating in training and development initiatives to improve customer skills, knowledge, and services.

- Identifying industry trends and developments related to customer service to implement best practice in customer care.

- Executing escalation requests to the relevant team or senior management as required in a timely manner.

- Executing customer service activities through various communication channels including chat, email, and phone.

You 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.

You will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.

To be successful as a Client Service Advisor, you must have the following essential skills:

- Customer service experience, with a strong focus on understanding customer needs and delivering positive outcomes.

- Excellent verbal communication and active listening skills, with confidence supporting customers over the telephone.

- Strong problem-solving skills, with the ability to manage varied and sometimes complex customer queries accurately.

- Digital capability, with confidence navigating online platforms and supporting customers with digital services.

- Ability to recognise customer vulnerability, adapt your approach to individual needs and work within regulatory and quality standards.

Some other highly valued skills may include:

- Previous experience within financial services, investments, banking or a similar regulated customer-service environment.

- Knowledge or understanding of investment products, financial markets or investment platforms.

- Previous telephony or contact-centre experience, particularly handling varied or complex customer enquiries.

- Experience supporting customers through digital services and/or identifying and responding appropriately to vulnerable customers.

The working pattern for this role is Monday to Friday, with working hours scheduled between 7:30am and 7:00pm.

During your initial training period, you will be required to attend the office full time until you have successfully completed your training and received sign-off. Once signed off, you will move to a hybrid working model, with three days per week in the office.

## Skills

### Required
- customer service
- verbal communication
- problem-solving
- digital capability

### Nice to have
- financial services
- investments
- banking
- telephony experience

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Source: [Apply at barclays.wd3.myworkdayjobs.com](https://barclays.wd3.myworkdayjobs.com/en-US/External_Career_Site_Barclays/job/Glasgow-Campus/Client-Service-Executive_JR-0000072962?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)
