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.
We're working with a well-established and thriving Investment practice that is seeking a client service executive to join their Birmingham 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.
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.
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.
In this position you'll be responsible for the smooth and efficient delivery of the Adviser Support process and Client Services Charter.
Providing a responsive administrative, organisational, and logistical service to multiple Financial Advisers.
My client is a fast-growing Wealth Management / Financial Planning firm which provides professional, face to face financial advice to clients throughout the UK, founded by an experienced team with a passion for excellent client experience and effective service delivery.
Our Client, a market leader, is growing and looking to recruit an additional and talented individual to work closely with their Clients.
As Client Executive you will work closely with another Account Manager to manage your portfolio of highly professional business Clients - often Household names.
You will maintain the close business relationships which have been developed with their Corporate Clients and will be strongly focussed on continually strengthening those relationships.