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.
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.
On behalf of our client, we are looking to employ a highly driven Client Services Administrator to join a team at an exciting time of growth and development.
Looking for someone with a proven track record in customer care who is methodical, highly organised, results driven and comfortable working in a fast-paced environment.
You will play a significant role in the organisation's development and in turn will have the opportunity for career development and on-going learning.
I am recruiting for a Client Services Executive to join my client based in Rochford, Essex.
The ideal candidate will be responsible for providing exceptional communication and support services to clients, promoting their HR services and products, and developing client relationships to explore additional products or services where appropriate.
Customer Service Executive
Salary: £24000 - £28000 per annum depending on experience.
Posted by Incubate Consulting • £23K/yr to £27K/yr
We are seeking a dedicated and customer-oriented Customer Service Executive to join a busy and fast-growing financial services business.
Our client is a leading financial services business based in the Liverpool area.
The role involves addressing customer needs, handling inquiries, resolving complaints, and ensuring a high level of customer satisfaction across various communication channels such as phone, email, chat, or social media.
A Client Services Administrator, is required for my Harlow based client, joining an existing team you will be responsible for liaising with clients, reviewing cases and providing reports.
Benefits of working at this company, salary up to £27k, 25 days holiday plus bank holidays, cycle to work scheme, gym membership, DIS x 3, pension scheme and more!
Words that will resonate with you are honest, resilient, flexible, patient and a team player.