Manx Technology GroupSmart Island
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⚠️This listing may be a repost of an earlier vacancy by the same employer (75% title similarity).

Client Service Executive

Full TimePermanentNot specifiedFinance
Posted 15 March 2026Closes 28 May 2026

Job Description

Join us at Barclays and step into the role of a Client Service Executive. In this role you will provide first-class customer service by supporting our clients in their day-to-day banking and helping through various communication channels. To be successful within the role of a Client Service Executive you should have: Customer Service experience, interacting with clients daily and be able to provide support and understanding around any queries they may have. Strong Communication. Proficiency in customer service. Strong working knowledge of Microsoft Tools and their usage. Some other highly valued skills may include: Ability to constructively challenge and be challenged in the team. Be vocal about your findings and opinions and work towards change within the team to better the process for all involved. Strong communication skills, with the ability to take on board new information and adapt to that new situation. You may be assessed on key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen, strategic thinking and digital and technology, as well as job specific technical skills. To apply - https://barclays.wd3.myworkdayjobs.com/External_Career_Site_Barclays/job/Isle-of-Man-Eagle-Court/Client-Service-Executive_JR-0000018392

Automation Risk

Automation probabilityi55%
AI exposure (AIOE)i68%

Many tasks in this role are routine or can be augmented by AI tools, such as responding to standard queries and record-keeping, leading to a moderate-to-high automation risk. However, tasks requiring empathy, process improvement, and team collaboration remain resistant to full automation, keeping the risk below the highest tier. The role is highly exposed to GenAI augmentation, especially for communication, documentation, and knowledge management.

Task analysis

  • Respond to client inquiries via phone, email, and online chat, providing information and resolving routine banking queries.
  • Document and update records of client interactions, including details of inquiries, complaints, and actions taken.
  • Identify and escalate unresolved or complex client issues to the appropriate department for resolution.
  • Proactively suggest process improvements based on client feedback and personal observations.
  • Maintain up-to-date knowledge of banking products, services, and digital tools to support client needs.
  • Support change initiatives within the team by communicating findings and participating in process transformation.
  • Ensure compliance with risk and control procedures during all client interactions.
  • Assist clients with digital banking tools and troubleshoot basic technical issues.
  • Contribute to team meetings by sharing insights and feedback to drive service excellence.

Automatable AI-assisted Human-only

Occupational Classification

✨ Bright Outlook🇬🇧 UK Skilled Worker Visa Eligible
UK SOC2020: 4112Customer Service Occupations
O*NET: 43-4051.00 Customer Service Representatives
AI analysis: 15 March 2026

UK Salary Benchmark

Financial service activities, except insurance and pension funding · ONS ASHE 2024 annual earnings

scale £90k
UK sector median
£58,597
UK sector mean
£86,468
£0£23k£45k£68k

👤 For Candidates

AI & future-of-work guidance

🤖 Enhance with AI

  • Leverage AI chatbots for routine client queries
  • Use Copilot for summarising client interactions
  • Automate record-keeping with Power Automate flows

📈 Disruption outlook

18%1 yr
40%5 yrs
65%10 yrs

% risk of significant disruption

🎓 Learn now

📚 For full-time, part-time & evening courses on the Isle of Man, visit University College Isle of Man (UCM)

🏢 For Employers

Strategic hiring options & technology alternatives

🔄 Alternatives

🤖 AI AgentAzure AI Bot Service

Automate responses to routine client queries

💻 TechnologyPower Automate

Streamline and automate record-keeping tasks

💻 TechnologyCopilot for Teams

Augment staff with AI for knowledge management

Recommendation

🔀 Hybrid approach

AI can automate routine queries; human staff needed for complex cases.

Microsoft Copilot & M365

Copilot for Outlook

Draft and summarise client emails efficiently

Power Automate

Automate client record updates

Copilot for Teams

Support knowledge sharing and process improvements

Key Skills

Customer and Personal ServiceAdvancedClient Relationship ManagementAdvancedSpeakingAdvancedActive ListeningAdvancedMicrosoft OfficeIntermediateTeamworkIntermediateCritical ThinkingIntermediateStakeholder ManagementIntermediateReport WritingBeginnerRisk ManagementBeginnerChange ManagementBeginner

Knowledge Areas

Customer and Personal ServiceBanking Products and ServicesCompliance and Regulatory FrameworksReporting and DocumentationBusiness AdministrationData Analysis and ReportingComputer and Office Software

O*NET Competency Skills

Active ListeningService OrientationSpeakingReading ComprehensionCritical ThinkingComplex Problem SolvingTime ManagementMonitoringNegotiationPersuasionSocial PerceptivenessWriting

Alternative Career Paths

Relationship Manager80% match

Manage and develop long-term relationships with key banking clients, focusing on tailored solutions.

Operations Analyst70% match

Analyze and improve banking operations and processes for efficiency and compliance.

Compliance Officer65% match

Monitor and enforce regulatory compliance within banking operations.

Digital Banking Specialist60% match

Support and promote digital banking solutions to clients and staff.

Also Consider

🔥 Hot Technologies

In-demand tools for this occupation (O*NET)

Salesforce softwareMicrosoft AccessOracle DatabaseYardi softwareOracle PeopleSoftSAP softwareMEDITECH softwareMicrosoft Outlook

Work Activities

General work activities from O*NET

  • Communicating with Supervisors, Peers, or Subordinates
  • Working with Computers
  • Communicating with People Outside the Organization
  • Performing for or Working Directly with the Public
  • Processing Information
  • Getting Information
  • Updating and Using Relevant Knowledge
  • Organizing, Planning, and Prioritizing Work
  • Training and Teaching Others
  • Making Decisions and Solving Problems
  • Resolving Conflicts and Negotiating with Others
  • Performing Administrative Activities
  • Documenting/Recording Information
  • Coordinating the Work and Activities of Others
  • Interpreting the Meaning of Information for Others

Anthropic Economic Index

Real-world AI adoption data from millions of Claude conversations · Dataset ↗

CC-BY Research

Observed Claude Usage

70%

of conversations

Classic Auto. Risk

55%

Frey & Osborne

Job Zone

2/5

Some prep

O*NET Median Salary

£27k

US ref. $34k · fx 0.79

Occupational family: Office and Administrative Support

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