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.
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.
As a Client Services Executive, you will be closely supporting their Financial Advisers through undertaking administrative duties to aid their workflow.
This Client Services Executive job in Birmingham is well suited to current IFA Administrators looked to join a highly recognised firm for their growth and high quality advice to HNW individuals and SMEs.
The business has a high staff retention and prides itself on developing their internal talent.