Client Experience Executive

4 weeks ago

United Kingdom Foster Denovo Group Full time

Foster Denovo currently boast over 120 Financial Advisers supported by around 250 employees across eight Foster Denovo offices throughout the UK. We have the scale and resource to provide exceptional advice and service to our clients, advisers and employees.

Our stakeholder community is an invisible bond that gives Foster Denovo its solid foundations.It also means that our people care about our reputation and brand. And as such, we aim to delight every client we come into contact with.

When you join the Foster Denovo family, you benefit from our enviable reputation and years of industry experience. In everything we do, we’re driven by a firm set of core values, and our friendly, stakeholder culture has been praised by employees, clients and partners alike.

Foster Denovo are also proud to hold the gold investors in people accreditation which shows a clear commitment to the people who make us an employee of choice.

Job Summary

To help to deliver Foster Denovo’s Private Wealth Proposition by delivering a first class support service to Private Wealth Partners.

What we need

  • Manage relationship with Partners and become their first point of contact on any queries.
  • Collate all documentation and ensure that the New Business pack is complete prior to submitting applications to providers. Obtain regular updates from the providers until the plan is in force or the investment has been made, keeping the client and Partner updated.
  • Input any electronic applications forms as required.
  • Liaise with Partners and Paraplanners to ensure that we are able to deliver against a client’s expectations and highlight any concerns or potential issues.
  • Provide regular updates to the Partner and clients to ensure that the clients are kept fully updated and value the service they receive from Foster Denovo.
  • Provide general day to day support to the Client Experience Team Leader (Private Wealth Admin) and all relevant Partners.
  • Prepare personalised client packs for Partners prior to client meetings.
  • Obtain information from providers on clients existing financial arrangements.
  • Input all client information into the back office system and ensure all tasks are recorded and acted upon within the agreed timescales.

Who we need

  • Excellent organisational and prioritisation skills with the ability to handle multiple tasks, work to tight deadlines and stay focused under pressure.
  • Confident having challenging conversations with Partners if necessary.
  • Outstanding telephone manner with the ability to build rapport quickly.
  • Honesty, integrity and ability to maintain confidentiality.
  • Hard working and responsive to the need to deliver a high quality support service.

What we offer

Foster Denovo has an open, mutually supportive, knowledge-sharing culture. It’s a culture that has created the space to think differently for the benefit of our clients.

Our benefits package includes:

  • 25 days holiday (increasing by an additional day per annum up to 30 days)
  • Foster Denovo will match your personal pension contribution up to a maximum of 7.5%
  • Life assurance of up to 4 x your salary;
  • Income protection of 75% of your basic salary in the event of long term sickness
  • Employees can use our financial advisers within the company for any financial advice or knowledge
  • Interest free season tickets loans, eye care and childcare vouchers.
  • Shopping discounts benefits portal (discounts on holiday, gym and high street retailers)
#J-18808-Ljbffr

  • Customer Care

    4 weeks ago

    United Kingdom Stadium Experience Full time €26,000 - €28,000

    We are looking to appoint a highly motivated Supporter Services Executive to our current team. In this role you will provide all-round administration and customer service to assist with the smooth running of the Supporter Services department, which covers men and women’s rugby, netball, sports camps and other activities and events. Working as part of the...

  • Enterprise Account Executive

    6 days ago

    United Kingdom Space Executive Full time

    Account Executive Opportunity in the Tech Marketplace Our client is a dynamic and rapidly expanding marketplace specializing in the trade of unique digital assets crucial for internet and cloud services. As the pioneer and leading platform in our niche, they facilitate the buying, selling, and leasing of these essential resources to businesses around the...

  • Enterprise Account Executive

    6 days ago

    United Kingdom Space Executive Full time

    Account Executive Opportunity in the Tech Marketplace Our client is a dynamic and rapidly expanding marketplace specializing in the trade of unique digital assets crucial for internet and cloud services. As the pioneer and leading platform in our niche, they facilitate the buying, selling, and leasing of these essential resources to businesses around the...

  • Customer Experience Transformation Director

    4 weeks ago

    United Kingdom S.I.S Executive Full time €230,000

    Position : Customer Experience Transformation Director Industry : Management Consulting Vertical : Pharmaceutical, Bio Tech and Life Sciences Location : UK Wide - Various Locations Package : Package up to £230K (including benefits and bonus) dependent on experience Background Our client is a market leading Top Tier Global Consulting firm. With...

  • Customer Experience Transformation Director

    4 weeks ago

    United Kingdom S.I.S Executive Full time €230,000

    Position : Customer Experience Transformation Director Industry : Management Consulting Vertical : Pharmaceutical, Bio Tech and Life Sciences Location : UK Wide - Various Locations Package : Package up to £230K (including benefits and bonus) dependent on experience Background Our client is a market leading Top Tier Global Consulting firm. With...

  • Senior Client Executive

    5 days ago

    United Kingdom MBA Full time

    MBA are excited to be working with a best-in-class insurance company, assisting their search for a talented Senior Client Executive . The client is an industry heavyweight with a reputation for client centric claims management, technical innovation and leadership and, are looking to add an Senior Client Executive to grow and develop new and existing...

  • Senior Client Executive

    6 days ago

    United Kingdom MBA Full time

    MBA are excited to be working with a best-in-class insurance company, assisting their search for a talented Senior Client Executive.The client is an industry heavyweight with a reputation for client centric claims management, technical innovation and leadership and, are looking to add an Senior Client Executive to grow and develop new and existing business....

  • Enterprise Account Executive

    6 days ago

    United Kingdom Space Executive Full time

    Account Executive Opportunity in the Tech MarketplaceOur client is a dynamic and rapidly expanding marketplace specializing in the trade of unique digital assets crucial for internet and cloud services. As the pioneer and leading platform in our niche, they facilitate the buying, selling, and leasing of these essential resources to businesses around the...

  • Enterprise Account Executive

    6 days ago

    United Kingdom Space Executive Full time

    Account Executive Opportunity in the Tech Marketplace Our client is a dynamic and rapidly expanding marketplace specializing in the trade of unique digital assets crucial for internet and cloud services. As the pioneer and leading platform in our niche, they facilitate the buying, selling, and leasing of these essential resources to businesses around the...

  • Enterprise Account Executive

    6 days ago

    United Kingdom Space Executive Full time

    Account Executive Opportunity in the Tech MarketplaceOur client is a dynamic and rapidly expanding marketplace specializing in the trade of unique digital assets crucial for internet and cloud services. As the pioneer and leading platform in our niche, they facilitate the buying, selling, and leasing of these essential resources to businesses around the...

  • Client Liaison Executive

    3 weeks ago

    United Kingdom AMC Insurance Appointments Ltd Full time

    Our client, a specialist International Insurance and Reinsurance intermediary, is looking for a Client Liaison Executive in London. In this newly created position, you will be responsible for the maintenance and development of the company’s client base throughout the UK and Europe. Specifically, you will provide contact and support to existing and...

  • Client Liaison Executive

    3 weeks ago

    United Kingdom AMC Insurance Appointments Ltd Full time

    Our client, a specialist International Insurance and Reinsurance intermediary, is looking for a Client Liaison Executive in London. In this newly created position, you will be responsible for the maintenance and development of the company’s client base throughout the UK and Europe. Specifically, you will provide contact and support to existing and...

  • Client Liaison Executive

    3 weeks ago

    United Kingdom AMC Insurance Appointments Ltd Full time

    Our client, a specialist International Insurance and Reinsurance intermediary, is looking for a Client Liaison Executive in London. In this newly created position, you will be responsible for the maintenance and development of the company’s client base throughout the UK and Europe. Specifically, you will provide contact and support to existing and...

  • Private Client Executive

    1 month ago

    United Kingdom Additional Resources Full time

    Private Client Executive Location: Chichester, West Sussex Salary: Very Competitive (DOE) + Excellent Benefits Full-Time, Monday - Friday, 9:00am - 5:15pm. The Client: Our client is a well-established legal firm, committed to providing exceptional legal services to their clients. The Role: As a Private Client Executive, youll play a pivotal role in...

  • Client Relationship Executive

    2 months ago

    United Kingdom LAW Absolute Full time

    Client Development Executive Client facing Hybrid working London A city law firm is looking to recruit a Client Development Executive to support the firm’s key account programme. The role will report to the Head of Client Development where you will be helping to drive client activity. This an exciting role for a BD candidate who has some exposure to...

  • Customer Experience Executive

    4 weeks ago

    United Kingdom Equiniti Full time

    This policy covers all of Equiniti.com including Selector, Pensions Client Portal and the Equiniti Privacy Centre Customer Experience Executive page is loaded Customer Experience Executive Apply locations Bengaluru - Unit 3 time type Full time posted on Posted 2 Days Ago job requisition id R12539 Management Level I Customer Experience Executive Team :...

  • Client Executive

    1 month ago

    United Kingdom Insure Recruitment Ltd Full time

    An unmissable opportunity to drive a thriving business and boost your career This is an exciting, unmatchable opportunity to leverage your experience and skills to turbocharge a thriving commercial broking business, and carve your own rewarding and limitless career path. This exceptional newly-created role, offers a dynamic, ambitious and well-connected...

  • Client Executive

    1 month ago

    United Kingdom Insure Recruitment Ltd Full time

    An unmissable opportunity to drive a thriving business and boost your career This is an exciting, unmatchable opportunity to leverage your experience and skills to turbocharge a thriving commercial broking business, and carve your own rewarding and limitless career path. This exceptional newly-created role, offers a dynamic, ambitious and well-connected...

  • Sales Executive

    3 weeks ago

    United Kingdom Cranmore Executive Search Full time

    Our client is an award-winning, PE-backed, fast-growing SaaS company specializing in market and sales intelligence for the life sciences and pharmaceutical industries. This dynamic company has been recognized as one of the fastest-growing tech firms for the past three years, having doubled in size last year, with plans to do so again this year. This growth...

  • Sales Executive

    4 weeks ago

    United Kingdom Cranmore Executive Search Full time

    Our client is an award-winning, PE-backed, fast-growing SaaS company specializing in market and sales intelligence for the life sciences and pharmaceutical industries. This dynamic company has been recognized as one of the fastest-growing tech firms for the past three years, having doubled in size last year, with plans to do so again this year. This growth...