Client Director Assistant

Join us as a Client Director Assistant
You’ll be recognised as a first point of contact for clients, answering complex queries and identifying opportunities to help them with their financial needs and goals
The role will involve proactive and ongoing client engagement activity to deliver client requests and ensure an outstanding service
As a Client Director Assistant, the work you do will make sure our clients feel safe and secure while banking with us
You'll work from home some of the time, but you'll also spend at least three days a week working from the 440 Strand Office
What you'll do
We’ll look to you to undertake proactive client contact to build relationships and deliver the day-to-day management of client needs. You’ll deal with a variety of client interactions, outline the different ways they can do their banking, anticipate their extended needs, and support them in choosing the right service options for their personal needs.
In addition to this, you’ll:
Work alongside colleagues to achieve wider business goals
Orchestrate fulfilment activity sequencing with stakeholders and clients, identifying what needs to be done by when
Deepen relationships with clients by identifying areas we can build on our current offering
Investigate and resolve complex queries
Contact clients through meetings and first point telephony and email communications
The skills you'll need
We’re looking for someone with a good understanding of how to provide a high level of client service and a background of working in a financial services environment.
We’re also looking for:
The ability to work within a sales and service culture
Good numeracy skills with the ability to use Microsoft Office
Excellent communication skills and a customer centric attitude
Hours
35
Job Posting Closing Date:
01/10/2026
Ways of Working:Hybrid