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.
We're working with a well-established and thriving Investment practice that is seeking a client service executive to join their Birmingham team.
This client spends time learning about their clients' unique needs to help shape their futures.
Moreover, they have the same ethos when it comes to their employees, they'll discuss your long-term career plans to shape progression and opportunities to learn to match your goals but also to manage your expectations from the beginning.
The Sales Executive will be responsible for promoting the company's financial services to customers via outbound and inbound calling, ensuring quality appointments are booked for the Financial Advisers.
This is an exciting opportunity to join a leading financial services company as a Sales Executive based in Birmingham.
The successful candidate will build strong relationships with the Financial Advisers whilst managing their diaries, resulting in excellent outcomes for both them and the customers.
We are looking for an experienced and professional EA for a fantastic opportunitywhich is mainly remote with travel to Solihull/Leamington Spa officeto support a fast paced and busy CEO Supporting the CEO of a unique al business, you will be required to continuously work to the highest of standards whilst being comfortable functioning outside of structure.
This is a full 360 EA opportunity in which you will be responsible not just for the business function, but also for the CEOs personal support.
Among our distinguished brands, Parasol stands out as a premier provider within the industry, offering first-class service to the Agile Workforce, including freelancers and contractors.
With 20 years of experience as a leading umbrella payroll provider, Parasol has built an award winning reputation in the market.
At Caroola, we are a leading group of brands specializing in umbrella payroll, CIS, accountancy, and tax services.