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.
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.
This is an excellent opportunity for an experienced private client executive to work for a successful firm that supports its employees.
Working within an established team and under a supportive and experienced partner, you will manage your own caseload of a wide variety of private client files.
The firm offers great career development and a friendly environment.
The client is an industry heavyweight with a reputation for client centric claims management, technical innovation and leadership and, are looking to add an
MBA are excited to be working with a best-in-class insurance company, assisting their search for a talented
Join the Whistl Doordrop Media team in Marlow as an Account Executive and become an essential part of our Client Services team.
Your role is crucial - from initiating client contact to executing campaigns - you'll use Excel for data-driven decisions, delivering tailored solutions.
With excellent communication and negotiation skills, you'll proactively address client needs, driving sales and maintaining high standards in company-client relationships.