This role is a senior role to support the existing large corporate direct portfolio, alongside supporting the business development process to win new clients.
It is to assist all classes of business in the day to day running of clients.
Identify and engage with potential new large corporates in the UK and Europe (potentially worldwide) to develop strong relationships.
As a Private Client Executive, you'll play a pivotal role in trust administration, accounting, and extensive tax related work, including returns and compliance.
The Client
Our client is a well-established legal firm, committed to providing exceptional legal services to their clients.
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.
The primary focus will be on private clients and owner-managed businesses.
Additionally, there may be opportunities to handle trust-related work and matters related to residence and domicile.
This Hybridposition entails managing a diverse client portfolio across different regions, including East Anglia, the home counties, London, and international clients.