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.
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.