We're working with a well-established and thriving Investment practice that is seeking a client service executive to join their Birmingham team.
This client spends time learning about their clients' unique needs to help shape their futures.
Moreover, they have the same ethos when it comes to their employees, they'll discuss your long-term career plans to shape progression and opportunities to learn to match your goals but also to manage your expectations from the beginning.
An expanding, global business with headquarters in Buckinghamshire, are looking for an experienced administrator to join their busy scheduling and servicing team in Coleshill.
Working within a busy team, this role is pivotal to the successful support operation that they have in place, ensuring a first class ervice is delviered at all times to uphold their impeccable reputation.
An exciting opportunity to join a thriving business who keep going from strength to strength and are a well respected competitor in the market.
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.