My client a financial services firm have just been awarded B-Corp status and are looking to add to their team. Offering full exam support and career progression. This is a full-time Mon to Fri position with potentially 1 day WFH after settling in and agreement.
The Role:
As a Client Services Executive, your main responsibility is to provide administrative support to our Planners and clients, ensuring compliance with company standards. You will assist with preparing for client meetings, processing new business, and handling paperwork.
About You:
You should be highly organized, efficient, and have strong communication skills. Working well within a team is crucial for achieving the best outcomes for our clients. It is essential to have a good understanding of financial products and be proficient in using back-office systems.
Responsibilities:
Business Processing:
- Review accuracy and completeness of new business documentation
- Process business applications efficiently and accurately
- Maintain all necessary documentation according to company procedures
- Record fees and ensure prompt follow-up on work
Client Servicing:
- Act as a friendly and professional point of contact for clients
- Maintain accurate client records on various systems
- Prepare client documentation and correspondence
- Diarize and follow up on action points from client meetings
Reviews:
- Manage client meeting process
- Support Planners in conducting reviews
- Assist in implementing action points from meetings
General Administration:
- Answer phones and filter inquiries
- Keep back-office systems up to date
- Handle incoming mail and correspondence
- Manage office stationery and coordinate financial statements
- Assist with regulatory reporting and other tasks as needed.
- Coordinate commission and income statements and invoices.
- Support with MI for FCA REGDATA returns
- Other duties as directed by management.