Job role - Client Account Executive (Financial Services)
Location - Sutton Coldfield B72
Competitive salary: £28,000 - £30,500, based on experience
Office hours: Monday - Thursday 9 am to 5 pm, Friday 9 am to 1 pm with flexibility
Are you an experienced financial services professional looking for a role where you can truly make a difference?
Our client, a leading financial services company based in Sutton Coldfield, is seeking a dynamic and dedicated Client Account Executive to join their team.
The company prides itself on delivering tailored financial advice and guidance to help individuals and families build and protect their wealth.
As a Client Account Executive, you will be the central point of contact for clients, ensuring that they receive the highest level of support and satisfaction.
You'll use their proprietary Client Experience model to guide clients through regular reviews and re-alignments, managing all communication and coordination with clients, platforms, and providers.
Your Key Responsibilities:
- Liaise with clients to set appointments and handle all financial administration
- Communicate with pension and insurance providers and manage relevant client documents
- Prepare for client meetings, manage client queries, and maintain communication
- Oversee filing, scanning, and administrative duties to ensure seamless service
What We're Looking For:
- At least 2 years' experience in the financial services industry
- Experience with Intelligent Office (IO) or Financial CRM management
- Proficiency in Microsoft Office, especially Excel, Outlook, and PowerPoint
- Strong communication skills and a proactive approach to client management
- Proven ability to manage multiple tasks and deadlines efficiently
What's in It for You?
Competitive salary: £28,000 - £30,500, based on experience
Generous benefits: 28 days of paid holiday (including Bank Holidays), pension scheme, and optional private healthcare
Office hours that support work-life balance: Monday - Thursday 9 am to 5 pm, Friday 9 am to 1 pm with flexibility around start / end times.
A welcoming and supportive team environment based in modern offices in Sutton Coldfield
Ready to Take the Next Step?
If you're passionate about providing exceptional client service and want to be part of a company that values integrity and excellence, we'd love to hear from you!
Apply now by sending your CV to Gary Simpson.