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.
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.
As a Customer Service Executive you will have the required authority, budget, skills and support to creatively address the housing needs of your residents.
A large Housing Association is looking for a Customer Service Executive on a temporary basis for approximately 3 months with permanent opportunities.
As a Customer Service Executive you will have the required authority, budget, skills and support to creatively address the housing needs of your residents.
A large Housing Association is looking for a Customer Service Executive on a temporary basis for approximately 3 months with permanent opportunities.
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.