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 ideal Client Services Executive will be responsible for managing client relationships, ensuring satisfaction and providing crucial administrative support and ensuring the smooth operation of the office.
Our client is looking for a dynamic and customer focused Client Services Executive to join their Guildford office.
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.
We're working with a well-established and thriving Investment practice that is seeking a client service executive to join their Bristol team.
This client spends time learning about their clients' unique needs to help shape their futures.
Moreover, they have the same ethos when it comes to their employees, they'll discuss your long-term career plans to shape progression and opportunities to learn to match your goals but also to manage your expectations from the beginning.