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.
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 Birmingham 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.
It is the Portfolio Executives responsibility to provide client support across all aspects of the client relationship, delivering excellent customer service, responding to, and dealing with a wide range of queries.
The role of the Portfolio Executive is 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.
The Role Responsibilities / Accountabilities
Supporting Relationship Managers client portfolio in all aspects of the client journey and experience.
An exceptional law firm based in Birmingham City Centre with stunning offices are seeking a Client Services Executive on a full time, permanent basis.
Previous experience within hospitality or events would be beneficial for this role as well as excellent communication skills and an ability to build strong working relationships both with clients and staff, if this sounds like you then this may be the role for you!
This role is full time (37.5 hours), Monday to Friday with flexible core hours between 08:00 and 18:00.
Job Description for Financial Services Client Administrator
We are currently recruiting for an experience financial services administrator, the individual for this position will have experience within this sector.
We are proud to be accredited 'investor in people' which is reflected across our business in length of service and career progression of our employees.
Our experienced, passionate, and friendly team will provide you with excellent training and support.
We are not a faceless company, quite the opposite: we strongly believe in the personal touch with everything we do.