Title : Client Service Executive
Location: Glasgow
Salary: £29,000 - £31,000
Reference: 9141
The company:
We're working with a well-established and thriving Investment practice that is seeking a client service executive to join their Glasgow 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, supporting with professional exams and training and development days.
As a Client Service Executive you will be the first point of contact to clients, you will manage all administration and will play a key role in their client experience. To be successful within the role you must have strong relationship building skills and always thrive to provide the best service available.
The role:
- First point of contact for clients and their intermediaries
- Answer calls/emails, attend meetings as required, manage discussions and delivery a high-quality experience
- Onboarding, transfers, payments and reporting
- Prepare literature for client meetings
- Administration of client data, client documentation and new business paperwork onto back-office systems/platforms
- Understand suitability requirements and support the investment managers/financial planners with gathering relevant information
To succeed you will need:
- Previous financial services experience (such as: Wealth management, IFA, Investment, Pension)
- Experience with end-to-end administration
- Experience with client communication
- Face to face client experience (desirable)
- Organised and proactive
- IT Literate: experience with platforms/systems
- Understanding of regulations and compliance where appropriate
- GCSE English and Mathematics or equivalent
Benefits:
- 25 days holiday + bank holidays
- 3 days in the office 2 days working from home
- Full home office set up inc monitors and laptop delivered before your first day!
- Generous pension from 9% and bonus scheme
- Exam support
- Life assurance, income protection, Private medical / health scheme and many more!