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.
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.
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.
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 Birmingham 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.