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.
As our Client Services Manager you will understand your clients and their needs, inside out.
You'll be responsible for monitoring and progressing client campaigns, activity, requests, and end to end service management across your portfolio.
You'll ensure that effective and efficient services are delivered to contractual service level agreements and our solutions are fit for service, creating growth opportunities where possible and driving service improvement plan.