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Client Services Executive

3 months ago

Guildford, United Kingdom 2i Recruit Ltd Full time

Our client is looking for a dynamic and customer focused Client Services Executive to join their Guildford office. The ideal Client Services Executive will be responsible for managing client relationships, ensuring satisfaction and providing crucial administrative support and ensuring the smooth operation of the office.

Company Benefits:

  • 25 days holiday and long service accrual
  • Private medical insurance
  • Employee assistance programme
  • Access to corporate gym membership rates
  • Eye care
  • Wellness initiatives
  • Holiday purchase schemes
  • Bonus scheme
  • Pension scheme
  • Income protection insurance

Key Responsibilities:

  • Able to develop solutions to ensure an exceptional service is provided at all times.
  • Consistently and appropriately update service users on progress and status of tasks where appropriate
  • Work with service users to offer assistance where possible
  • Support the Compliance & Risk Team with the completion of client due diligence, conflict checking and the Anti Money Laundering processes
  • Create new files and maintain and update existing files, demonstrating an understanding of the principal documents within file
  • Deal with internal and external postal deliveries and arrange couriers' services as necessary
  • Working effectively and efficiently on the Management System to log and record documents
  • Undertake all file closing procedures including the processing of archiving and retrieval
  • Complete searches at request
  • Photocopying, printing, scanning, binding, and filing tasks
  • Producing document packs
  • Producing court bundles
  • Keeping client specific records updated where necessary
  • Preparing files for costs assessments
  • Undertaking basic Land Registry searches
  • Checking Companies House for company registration numbers, addresses, director details etc

Experience and Skills Requirements:

  • A minimum of 6 months administration experience
  • GCSEs graded A to C to include maths and English (or equivalent level of qualification)
  • Solid customer service centric experience and work ethic
  • High degree of professionalism and attention to detail.
  • Strong organisational and multitasking abilities.

VR/06466