Client Services Executive

2 months ago

Cobham, United Kingdom Antony George Recruitment Full time

A boutique Financial Planning and Wealth Management firm that provides financial planning and investment management services to a select group of discerning, high-net-worth bespoke families.


Package Details:

• Competitive salary

• Flexible working: 3 days office, 2 days WFH

• Pension scheme

• Employee Benefits: 4x DIS plus income replacement policy 75% of Salary

• Bonus scheme

• 25 days holiday + bank holidays


Purpose of the role:


As Client Services Executive, your role will be to assist our Founding Partners and Directors by providing full administrative support and maintaining close contact with clients to deliver a professional, compliant, and effective service.


Duties and Responsibilities:


Your duties will include but not be limited to:

• Provide an excellent service to clients, both external and internal, together with third-party providers.

• Develop and maintain effective relationships with clients, colleagues and third parties.

• Ensure processes are followed; tasks include end-to-end management of account opening, onboarding, and transfer processes, consulting with operations teams where appropriate, processing client payments and account amendments.

• Arrange client meetings to support the adviser.

• Ensure that financial transactions are completed correctly and files are fully FCA compliant.

• Manage and track pipeline activity providing regular updates to both the client and the adviser(s).

• Contact and liaise with the relevant product providers/third parties.

• Be aware and act upon any compliance, risk, and quality issues.

• Provide recommendations/improvement ideas to increase operational efficiencies within the team.

• Maintain and build good relationships with the team and wider team.


The Ideal Employee:


Experience required:

• Ideally, 2 to 5 years of proven experience in the financial services industry.


Skills

• Strong Ethic of Client Service

• Ability to work under pressure and prioritise work

• Friendly, open, positive, and polished demeanour.

• Naturally can build good relationships with Partners, Clients, and 3rd parties.

• Organisation and prioritisation skills.

• Has excellent time management skills and experience of successfully achieving deadlines and working without close supervision.

• Excellent verbal and written skills with an eye for detail.

• Professional approach.

• “Can do” attitude, enjoy contributing and willing to go the extra mile.

• Confident in using various IT systems, especially MS Word, Adobe Sign and CRM’s.

• Excellent time management skills and experience of successfully achieving deadlines and working without close supervision.

• Ability to use judgement and reasoning to propose solutions to problems.

• Enjoys having fun

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