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.
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.
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.