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 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.
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.
You will assist the Client Services Team Leader to provide our services to our clients and also assist our agents in the field.
The primary purpose of the role is to deliver an excellent customer service and experience for both the Company and its customers by working in our Client Services team.
The role is located in our Romford office and involves working with a growing team that works across a range of working times to deliver the full range of services we provide.