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?
Our Client, a market leader, is growing and looking to recruit an additional and talented individual to work closely with their Clients.
As Client Executive you will work closely with another Account Manager to manage your portfolio of highly professional business Clients - often Household names.
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.
A prestigious organisation is in search of a seasoned Senior Client Services Administrator to lead the orchestration of company programmes, ensuring top-notch communication and operational efficiency across various departments and key stakeholders.
Elevate your career in client services administration with a pivotal role that places you at the heart of company coordination and execution.
With a generous salary bracket of £28,000 to £30,000, dependent on experience, and the flexibility of working hours between 9am-5pm or 8am-4pm, Monday to Friday, this position offers a harmonious work-life balance.