Client Relationship Executive

2 weeks ago


Wilmslow, Cheshire East, United Kingdom Jane Deane Recruitment Limited Full time

Role Summary

Duties


To ensure that all pre-business procedures are followed - to include data input on CRM, cash flow modelling tool, preparing documents for meetings for both Planner and client; de-brief from Planner appointment, letters of authority, calling and liaising with providers, quotes and basic research, scanning, typing, greeting clients, preparing refreshments.


To ensure that client servicing procedures are followed - keep up to date with reviews due; Client mail; liaise with the financial planner; valuations and aggregated cost documentation; liaising with providers; data input and clean up on CRM and eFiles; updating client information, on-going maintenance; client communication; quotes and basic research; preparation for client meetings; greeting clients and making refreshments.

To ensure all client files are compliant on an ongoing basis.

To ensure all relevant paperwork held within a client file is present, relevant and compliant.


Liaise with the Financial Planners on a regular basis to discuss specific case detail and seek clarification of client objectives, client attitude to risk and client capacity for loss.


Person Specification

Essential

  • Broad knowledge and enthusiasm for financial services world.
  • An ability to work within agreed business processes.
  • An ability to achieve agreed outcomes without supervisionworking within agreed timescales.
  • Prioritise and plan own workload.
  • An eye for detail.
  • Excellent inter‐personal skills, both written and verbal.
  • Excellent IT skills.
  • Ability to work independently and in a team.
  • To be highly organised and a completer finisher.
  • Ability to use own initiative in a highly pressurised environment.

Job Types:
Full-time, Permanent

Salary:
Up to £27,000.00 per year

Benefits:

  • Company car
  • Company events
  • Company pension
  • Gym membership
  • Private dental insurance
  • Private medical insurance

Schedule:

  • Monday to Friday

Experience:

- financial services administration: 1 year (preferred)

Work Location:
In person

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