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.
The Client Services Associate 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.
Our client in London is looking for a Client Services Administrator to join their busy firm.
You will provide first class administration to the client services team and support the firm in delivering high quality, independent advice to clients.
We're seeking a Client Services Director to be the linchpin of our client's interactions and drive business growth.
Major Players are working alongside a renowned creative agency to recruit a Client Services Director into their London based offices to lead the Client Services team across experiential and content.
Are you ready to join an award-winning, industry-leading agency?