As a client services executive, you'll be at the heart of their operations, supporting key business functions and embodying our company values.
This role offers a unique blend of customer relationship management, financial operations, and business support.
General
Robert Half is delighted to announce we are working with a finance lender who focuses solely on high-end vehicles who are looking for a client services executive to join their thriving team.
We have partnered with an amazing business in the heart of West Molesey who are currently looking for an Client Services Executive to join their team due to landing a major contract.
This role will require candidates to be in the office 5 days a week.
They have a hugely supportive working culture and offer consistent career development as you continue to grow into the role.
Posted by Fintellect Recruitment • £25K/yr to £40K/yr
The Client Executive is a Client Facing role that ensures a professional standard of customer service is delivered to our Clients at all times, while also ensuring that risk, internal monitoring and funding of the Client portfolio is maintained in line with the business policies.
Purpose of the role
Our Client are a large global banking offering a range of banking products into the SME market
Posted by Financial Divisions • £35K/yr to £40K/yr
My client, a leading SJP Practice specialising in personalised wealth management solutions, is on the lookout for a highly skilled Client Services Consultant.
Renowned for their client-centric approach, my client provides a wide range of services, including investment planning, retirement planning, and financial advice, all tailored to meet the unique goals of their clients.
Are you a seasoned professional with extensive SJP experience?
Posted by Carousel Consultancy Ltd • £32K/yr to £35K/yr
Joining a dynamic Investor Relations team, the Client Support Executive will provide exceptional levels of service and support to clients, investors and financial advisors via telephone and email.
We're on the hunt for a proactive, personable and customer-focused Graduate, ideally with a degree and/or experience in the financial / investment sector, to join a fantastic investment organisation based in stunning offices in Central London as their Client Support Executive.
You will also undertake administrative duties whilst also becoming a 'product ambassador', working on specific projects and initiatives.
As a Client Services Administrator, you will be responsible for liaising with clients, reviewing cases and providing scheduled and ad hoc reports.
You will be responsible for issuing legally compliant documents to clients, reviewing cases, and providing regular updates to the Client Services Manager.
You will identify issues and improvements and relay these to the senior management team.
Senior account management, communication delivery and direction.
Proactive accountability for all aspects of day-to-day service, quality and standards, stakeholder relationships, consultancy, problem solving & risk mitigation, commercial profitability and growth, for assigned clients.
General
The role is a remote position with occasional travel to Salzburg, working normal office hours.