As Client Executive you will work closely with another Account Manager to manage your portfolio of highly professional business Clients - often Household names.
Our Client, a market leader, is growing and looking to recruit an additional and talented individual to work closely with their Clients.
You will maintain the close business relationships which have been developed with their Corporate Clients and will be strongly focussed on continually strengthening those 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.
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.