Posted by Leighton Taylor Consulting • £50K/yr to £60K/yr
A modern, progressive and commercially-oriented international law firm, with a dynamic and enterprising approach, is hiring a Senior Client Development Executive to help drive the profitable growth of their largest and most complex clients on a 12 month fixed term contract basis.
The firm are seeking a Senior Client Development Executive to join their expanding Client Development team, to support their Insurance Key Account Programme.
You will be joining a collaborative and creative environment, which is flexible, transparent and friendly in a role offering plenty of opportunity to learn and progress.
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.
A Client Service Executive for a leading UK Wealth Manager, act as the primary point of contact for client enquiries.
Manages all client lifecycle processes and oversees the operating model for their respective investment management team whilst delivering and contributing to excellent client service.
Outcomes for the role
Develop and maintain relationships with clients and business stakeholders, utilising knowledge of the business and client requirements to deliver the desired client outcomes.
Posted by Lawes Consulting Group • £40K/yr to £50K/yr
Purpose of role
Successfully convert New business leads from initial client contact to close of sale.
To design insurance programmes for the protection of the material assets and liabilities of clients and oversee their effective operation.To develop strong relationships with new and existing clients.Provision of high level professional advice to clients.To seek and secure new accounts and generate new business revenue.To identify cross selling and referral opportunities.
Key responsibilities
To take ownership of client accounts, resolving queries and problems in a timely and efficient manner to avoid credit control, bad debt and insurer reconciliation issues.
Posted by Lawes Consulting Group • £40K/yr to £45K/yr
General
A key opportunity has arisen with our client and we are seeking a dedicated and professional Private Client Executive to join their team.
Reporting to the Managing Director, the successful candidate will be responsible for servicing and administering private client insurance while identifying opportunities to increase the company's insurance income.