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.
The successful candidate will be supporting clients to help resolve software issues, track metrics and build relationships.
We are looking for an impressive SaaS Client Support Executive to join a dynamic team providing an exceptional level of customer support within the Insurtech space.
This opportunity is fully office based in central London with every other Friday off!
This client is a leading American law firm with 20 offices around the globe employing over 1200 lawyers.
They are currently hiring a Revenue Assistant who is responsible for the overall billing cycle across multiple practice groups, dealing directly with Partners and secretaries.
The London office is their European hub and is a vibrant and busy place to work.
To build relationships with clients and maintain regular contact.
To provide full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.
To work closely with the aligned Financial Planners to deliver excellent client outcomes.
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?
To provide fee-earners with proactive and high-quality secretarial support that appropriately meets their requirements, enabling them to focus on providing legal services to clients and reducing the need for them to undertake administrative tasks.
Diary and contact management
Having a good knowledge of fee earners clients, liaising with their PAs.
Proactively manage and maintain fee-earners' diaries, scheduling appointments and co-ordinating internal and external client meetings and ensure all work activities are scheduled effectively, including the identification and resolution of potential challenges and clashes.
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.
Senior account management, communication delivery and direction.
General
The role is a remote position with occasional travel to Salzburg, working normal office hours.