First point of contact for clients, visitors and contractors.
Provide high levels of customer service.
General
Fabulous working environment, luxurious office space where you will work alongside the Manager to assist, support and help manage clients and visitors to this luxury serviced office.
Our dedicated team of professionals merges deep industry knowledge with cutting-edge tools, ensuring that our clients receive tailored support to meet and exceed compliance standards.
With a mission to foster compliance, resilience, and success, we take pride in being the go-to partner for businesses navigating the complexities of regulatory landscapes.
William Martin, part of the wider Marlowe SRC division, are at the forefront of revolutionising health and safety compliance solutions.
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.
They offer telephone-based services to retail clients throughout the UK.
The client is a forward-thinking financial planning business based in the City of London.