Customer Service Executive

3 days ago


Edinburgh, United Kingdom Meraki Talent Ltd Full time

Customer Service Executive

Permanent

Edinburgh


Meraki Talent’s Financial Planning/Advice client are looking for a Client Service Executive to join their team in Edinburgh.


Responsibilities:

  • Assist the IFA’s in managing client relationships, processing new business applications, gathering required documentation, and maintaining accurate client records.
  • Prepare client review packs, reports and presentations to ensure accurate and timely information is available for client meetings.
  • Making client Appointments
  • Typing up Client Factfinds
  • Ensure client data is accurate and up to date on the CRM system
  • Dealing with clients over the telephone and email
  • Ensuring client files are compliant with FCA guidelines


Background:

  • Previous experience working in a customer service or administrative role within the financial services sector.
  • Excellent organisational skills with the ability to manage multiple tasks and prioritise effectively.
  • Strong attention to detail and accuracy in data entry and documentation.
  • Proficient computer skills, including MS Office Suite and CRM software.
  • Exceptional communication and interpersonal skills, with the ability to build rapport with clients and colleagues.



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