The role of Client Services Executive (Financial Planning Assistant / Administrator) involves providing administration and support to the Financial Planners, the team and the clients.
Client Services Executive, The Role: I am recruiting a Client Services Executive for Clear Future Financial Planners, a progressive financial planning firm based on the outskirts of Stroud (GL10), with easy access to junction 13 of the M5.
This includes preparing for client review meetings, processing new business and supporting the team in delivering an exceptional financial planning service to clients.
On behalf of our excellent client, we are looking for a Client Services Executive (CSE) to join their busy Client Services team, to work with their clients ensuring they receive exceptional service whilst supporting the company's sales goals.
Posted by Upgrade Recruitment Ltd • £24K/yr to £26K/yr
A long-established business is now looking to hire a bright Client Services Executive to join their team in South West London.
You will work alongside a supportive Client Services team to process customer orders via email, phone and online, overseeing the production and delivery of products, and acting as a point of contract for the business with couriers and customer enquiries.
This position is ideal for someone who has experience in a customer service position and would like to work closer to home with flexible working patterns.
A Client Service Executive for a leading UK Wealth Manager, act as the primary point of contact for client enquiries.
Manages all client lifecycle processes and oversees the operating model for their respective investment management team whilst delivering and contributing to excellent client service.
Outcomes for the role
Develop and maintain relationships with clients and business stakeholders, utilising knowledge of the business and client requirements to deliver the desired client outcomes.
Posted by Meraki Talent Limited • £30K/yr to £35K/yr
The purpose of the Client Service Executive is to be the main point of contact for client enquiries and work directly with the investment management team to deliver excellent service.
Meraki Talent is partnered with a leading Investment Management firm who are looking to appoint an experienced Client Service Executive.
This permanent, full-time appointment is based in Bristol and offers an excellent salary and benefits package.