The Client Services Executive role involves providing administrative support to financial advisers within a client services team, focusing on tasks such as generating reports, managing client communications, and preparing investment paperwork.
The client is a forward-thinking financial planning business based in the City of London.
They offer telephone-based services to retail clients throughout the UK.
Due to continued expansion our client have a vacancy for a part time Client Administrator working 20-25 hours per week, the role will include some office working in London, the rest will be based from home (minimum of one day a month in the office, the successful applicant can work in the office more if they desire).
Clark James Recruitment are working with a highly professional wealth business.
Company
Our client is a boutique wealth planner, asset manager and employee benefits specialist.
Your new company, is a market leading and global Lloyd's Broker, who now have an incredible opportunity for you to join their organisation as a Client Executive within their successful and progressive Construction Division.
Successfully convert New business leads from initial client contact to close of sale.
To design insurance programmes for the protection of the material assets and liabilities of clients and oversee their effective operation.To develop strong relationships with new and existing clients.Provision of high level professional advice to clients.To seek and secure new accounts and generate new business revenue.To identify cross selling and referral opportunities.
Key responsibilities
To take ownership of client accounts, resolving queries and problems in a timely and efficient manner to avoid credit control, bad debt and insurer reconciliation issues.
This role is supporting 2 busy and dynamic Partners who are seeking an established Executive Assistant who has experience of complex travel arranging, dealing with ever changing diaries and Billing.
Legal Executive Assistant - Global Transactions / Corporate Finance (initial 12 month contract) Salary up to £60,000 excellent Benefits