As Client Executive you will work closely with another Account Manager to manage your portfolio of highly professional business Clients - often Household names.
Our Client, a market leader, is growing and looking to recruit an additional and talented individual to work closely with their Clients.
You will maintain the close business relationships which have been developed with their Corporate Clients and will be strongly focussed on continually strengthening those relationships.
This role is a senior role to support the existing large corporate direct portfolio, alongside supporting the business development process to win new clients.
It is to assist all classes of business in the day to day running of clients.
Identify and engage with potential new large corporates in the UK and Europe (potentially worldwide) to develop strong relationships.
As a Sales Executive, you will be the primary point of contact for current and past clients.
Your role will involve proactive communication via phone and email, efficient account management, and dedicated relationship building.
General
Join our clients dynamic team as they continue to grow, they are seeking a Sales Executive to foster strong relationships with their valued clients in the maintenance sector.
The Client Services Executive role involves providing administrative support to financial advisers within a client services team, focusing on tasks such as generating reports, managing client communications, and preparing investment paperwork.
The client is a forward-thinking financial planning business based in the City of London.
They offer telephone-based services to retail clients throughout the UK.
Due to continued expansion our client have a vacancy for a part time Client Administrator working 20-25 hours per week, the role will include some office working in London, the rest will be based from home (minimum of one day a month in the office, the successful applicant can work in the office more if they desire).
Clark James Recruitment are working with a highly professional wealth business.
Company
Our client is a boutique wealth planner, asset manager and employee benefits specialist.
This esteemed organisation seeks a Client Executive to steward a portfolio of clients, with a strategic mandate to expand and enhance regional presence.
We are working with a prestigious insurance brokerage firm, renowned for its innovative approach and dynamic growth in the UK market.
Key Responsibilities
- Cultivate and manage client relationships, ensuring exceptional service and satisfaction.
As a Private Client Executive, you'll play a pivotal role in trust administration, accounting, and extensive tax related work, including returns and compliance.
The Client
Our client is a well-established legal firm, committed to providing exceptional legal services to their clients.
Our client is looking for a dynamic and customer focused Client Services Executive to join their Guildford office.
The ideal Client Services Executive will be responsible for managing client relationships, ensuring satisfaction and providing crucial administrative support and ensuring the smooth operation of the office.
It is the Portfolio Executives responsibility to provide client support across all aspects of the client relationship, delivering excellent customer service, responding to, and dealing with a wide range of queries.
The role of the Portfolio Executive is client focused, supporting, and assisting a range of UK based SME businesses, typically asset secured with short to medium term facilities ranging from £50K to £5m.
The Role Responsibilities / Accountabilities
Supporting Relationship Managers client portfolio in all aspects of the client journey and experience.