The purpose of the Client Service Executive position is to provide administrative support to their financial advisers, with an opportunity to develop your role and career within the business.
The financial services client based in the City of London is a modern dynamic financial planning business offering a telephone-based service to retail clients across the UK.
The clients financial planning service covers pensions, wealth management, ISA's and Investment Bonds and we are proud of our reputation as a client-centric business that continuously strives to provide a 'best of breed' service.
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.
The Customer Service Support Executive is a key role engaging with prospective and existing customers delivering a high level of customer service.
Are you an advocate of health & wellbeing, are you looking to make a change to people's lives and are you looking to work as part of a vibrant and energetic customer service team?
Are you a Customer Support Executive or Client Services Executive who's ready to take the next step in your career with an exciting, growing business?
Due to client account growth at Incentivesmart, our Client Success Team are expanding and are looking to recruit a Client Services Executive.
You'll work alongside our Client Success Managers (CSMs), providing administrative and operational support and ensuring that our clients receive the very best service at every touchpoint.
The Portfolio Executive is responsible for providing client support across all aspects of the client relationship, delivering excellent customer service and dealing with a wide range of queries.
My client is an award winning alternative finance lender who are now looking for a Portfolio Executive to join their growing team in Manchester City Centre.
Portfolio Executives will be 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.