The role of Client Services Executive (Financial Planning Assistant / Administrator) involves providing administration and support to the Financial Planners, the team and the clients.
Client Services Executive, The Role: I am recruiting a Client Services Executive for Clear Future Financial Planners, a progressive financial planning firm based on the outskirts of Stroud (GL10), with easy access to junction 13 of the M5.
This includes preparing for client review meetings, processing new business and supporting the team in delivering an exceptional financial planning service to clients.
Posted by Kameo Recruitment Ltd • £25K/yr to £28K/yr
As an Account Executive within our creative - client services department, you will play a crucial role in ensuring the successful delivery of client projects.
Your primary responsibility will be to collaborate closely with the designated account manager, playing a pivotal role in delivering exceptional client service.
You will be instrumental in the day-to-day operations of advertising campaigns, encompassing both online and offline channels.
Our client is looking for a Client Services Administrator to serve as the key point of contact for the firm's current and prospective clients, as well as visitors.
Your role is essential in ensuring client satisfaction by fostering strong relationships through proactive communication, exceptional service delivery, and prompt issue resolution.
As the initial representative, you will be responsible for creating a positive first impression.
Our client is looking to hire two new Client Administrators to join their Client Administration team on a permanent basis at their medium sized law firm.
The primary focus of this role will be to take ownership of the day to day processing of compliance and billing administration of a variety of tasks on client matters.