Role Profile:
Our client is a local, well established financial services business located in the heart of Bury. As a Client Services Executive, you will be responsible for managing the administration of a portfolio of client investments. Your primary focus will be on providing exceptional service to the companies valued clients.
Benefits and Hours:
- Working Hours: 9-5 Monday to Friday (Office Based)
- Perks: Free parking, a supportive office environment.
- Pension Scheme: Enjoy the benefits of our company pension scheme.
- Working Environment: Luxury office and working environment
Key Responsibilities:
- Process Letters of Authority: Efficiently handle letters of authority related to client accounts.
- Data Gathering and Summaries: Gather relevant data and prepare concise written summaries for our advisers.
- Client File Preparation: Organize and maintain client files, ensuring they are up-to-date and accurately recorded in our systems.
- Member Cases and Calculations: Work on member cases, performing both manual and automated calculations as needed.
- Client Interaction: Answer member queries promptly and liaise directly with clients to address their needs.
- Pensions Administration: Perform pensions calculations, both manually and using computerized systems. Enter pensions data and handle inquiries efficiently.
- Database Maintenance: Ensure accurate data input into our databases.
- Reporting and Documentation: Generate reports and illustrations as required by our clients. Assist in due diligence checks and research.
- Client Requirements Processing: Collaborate with clients and third parties to process client requirements. Send out necessary forms and follow up on their return.
- Client File Support: Assist in preparing client files and presentations. Support the para-planning and adviser teams in updating scheme documents and fee agreements.
- Fee Management and Risk Renewals: Handle fee receipts and manage group risk renewals.
- General Office Administration: Provide telephone answering services and other general office support.
Qualifications And Skills:
- Industry Awareness: A basic understanding of the financial services sector would be advantageous.
- Pensions and Group Risk Exposure: While direct experience is not mandatory, an interest in occupational pensions administration and group risk management is desirable.
- Strong Communication Skills: Effective communication is key. We value individuals who can build positive relationships with clients and colleagues.
- Analytical Aptitude: You don't need to be a financial expert, a foundation of technical knowledge related to pensions would be beneficial.
- Tech-Savvy: Proficiency in Microsoft Office, especially Excel, is important for this role.
- Attention to Detail: Our client appreciates candidates who take pride in accuracy and precision.
- Organisational Skills: Being methodical and organised helps ensure smooth operations.
- Team Player: Collaboration is at the heart of this role. Our client is looking for someone who thrives in a team environment.
- Time Management and Adaptability: The ability to work under pressure and meet deadlines is essential.
- Independent Work Ethic: While you'll receive support, you should be comfortable working with minimal supervision.
Join this dynamic team and contribute to the continued growth! If you're an ambitious individual with a passion for your work, we'd love to hear from you.