________________________
____________________
_____________________
______________________
___________________
___________________
____________________
_______________________
_________________________
_________________________
Up to £33,000 plus EXCELLENT bonus and benefits Hybrid working available! Are you looking to develop your career within Investments and Wealth Management? Our client is expanding, and an exceptional opportunity awaits you! We're on the hunt for a dedicated Client Services Executive to join this vibrant client team. This leading Investment Management firm strive to deliver unparalleled financial services to their esteemed clients. Now, with exciting growth and expansion plans, they are seeking a proactive and client-focused individual to be the face of the organization. As a Client Services Executive, you'll be the cornerstone of client interactions, ensuring seamless communication and outstanding service Duties of the Client Services Executive to include: Building Lasting Relationships: Foster and maintain strong relationships with clients and stakeholders, proactively engaging with them to deliver exceptional outcomes and keep them informed. Streamlining Processes: Manage the complete client lifecycle administration process, from onboarding to payment processing, in adherence with a robust operating model. You'll be instrumental in ensuring smooth portfolio valuation processs. Administrative Expertise: Act as the go-to person for all administration queries, leading discussions during client meetings and providing valuable insights. You'll support the Investment Team by gathering essential information to support client suitability. Collaborative Support: Work closely with Investment Managers, clients, and external partners, ensuring seamless collaboration and strengthening relationships. Manage the client lifecycle administration process. Ensure that all processes are in adherence with the RIM Operating Model, including: on-boarding processes, processing client payments, and supporting portfolio valuation processes. Maintaining client records and internal CRM systems What we need from you as a Client Service Executive: Previous experience working within financial services highly advantageous Client Facing experience within financial services is required. Personable and professional with strong time management skills and a keen eye for detail Strong IT skills including Microsoft Office packages. What's in it for you: Thriving Environment: Join a fast-growing boutique Investment House at the heart of the City, where exciting growth and expansion create a dynamic and stimulating work environment. Be part of a team that values innovation, collaboration, and continuous learning, ensuring your career thrives alongside our company's success. Meaningful Client Impact: As a Client Services Executive, you'll play a pivotal role in shaping exceptional client experiences. Make a real difference in clients' lives and contribute to building lasting relationships! Professional Growth: Seize the opportunity to enhance your skills and expertise in the financial services sector. Engage in diverse and challenging projects, collaborate with experienced professionals, and receive ongoing training and development. This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency
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. Client Details 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. Description Create client opportunities for annual reviews on the CRM system. Generate investment review reports on provider platforms and send them to clients. Input investment details into the CRM system, generate and check annual review report figures, and send them to clients. Manage client appointments over the phone and handle non-advice queries and issues. Handle incoming email enquiries from clients. Prepare investment transfer paperwork, liaise with clients for signatures, and submit to relevant providers. Manage general provider enquiries, including policy status, fund choices, and tax codes. Obtain policy information from providers, input details into the CRM system, and compile detailed policy analysis notes for advisers. Profile The successful candidate will have experience as a client services executive or a similar role, paired with strong attention to detail. Proficiency in MS Office and CRM systems, excellent communication skills, and strong technological aptitude are essential. Job Offer The opportunity to become a client services executive for a growing financial services provider based in the City of London. There is a potential to earn monthly bonuses and progress your career.