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.
City & Capital are currently representing a highly respected financial planning & wealth management business who are actively looking to appoint a proactive & professional Client Services Executive to their growing team, at an exciting time.
Our client is on an exciting growth trajectory & offers integrated & specialist advice for both corporate & private clients with a range of holistic products, financial planning and wealth management services.
The business offers a fantastic culture for growing professionals in the space, due to their strong capacity to develop staff and to assist them with the growth of their careers.
An exceptional law firm based in Birmingham City Centre with stunning offices are seeking a Client Services Executive on a full time, permanent basis.
Previous experience within hospitality or events would be beneficial for this role as well as excellent communication skills and an ability to build strong working relationships both with clients and staff, if this sounds like you then this may be the role for you!
This role is full time (37.5 hours), Monday to Friday with flexible core hours between 08:00 and 18:00.
They are a modern and forward thinking company with ambitious plans for growth, taking on lots of new contracts and exploring new avenues for growth with great success.
As a Client Services Executive, you will be closely supporting their Financial Advisers through undertaking administrative duties to aid their workflow.
This Client Services Executive job in Birmingham is well suited to current IFA Administrators looked to join a highly recognised firm for their growth and high quality advice to HNW individuals and SMEs.
The business has a high staff retention and prides itself on developing their internal talent.
Bell Cornwall Recruitment is privileged to partner with a highly prestigious client in the legal sector, seeking an exceptional Executive Assistant to join their Corporate & Commercial team in Birmingham.
This permanent, full-time role is nestled within the Executive Support Services (ESS) team, crucial for delivering high-quality support across the business.
A truly fantastic opportunity has arisen for a leading law firm in Birmingham who is looking for a permanent Client Care Advisor to join their team and champion a client feedback project.
So this is your chance to work for an award winning firm that has a great reputation for how well their treat their staff.
This project is a great initiative that promotes fearless feedback' from the firm's clients and will collect data and feedback, which then can be used for continuous improvement across the business.