Client Services Executive

4 months ago


Edinburgh, United Kingdom Forth Capital Advisers Full time

**An exciting opportunity to join a successful, well-established International Wealth Management company with an excellent record of success. This position will be working within the client services and administration team.**

**Key Attributes**
- Great attention to detail
- Good communication
- Organised
- Positive ‘can do’ attitude, highly motivated
- Ability to prioritise and manage own workload
- Ability to adhere to timescales
- Ability to work both independently and as part of the team
- Excellent verbal and written communication skills

**Primary Responsibility**:
**Other responsibilities include**:

- Assisting our advisers with client review packs and valuations
- Maintain cash balances within portfolios
- Processing any income requests (Regular, Ad-Hoc, PCLS)
- Recording all business on our back-office CRM, Xplan
- Ensuring Xplan is kept up to date with documents, tasks and client details
- Processing client income requests
- Generating invoices
- Allocating / sending post
- Assisting in ad-hoc project work (e.g. monthly reconciliations, quarterly valuations to clients)

**Required Skills and Qualifications**
- 3+ years in Sales Support/Administration role within a financial advising firm
- Working knowledge of financial CRM systems
- Working knowledge of platforms
- Experience processing business cases
- Proficient in Microsoft Office: Excel, Word and PowerPoint

**Job Types**: Full-time, Permanent

**Salary**: £26,000.00-£32,000.00 per year

**Benefits**:

- Company pension

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme

Ability to commute/relocate:

- Edinburgh, EH3 9QQ: reliably commute or plan to relocate before starting work (required)

**Experience**:

- working at a financial advising firm: 3 years (required)

Work Location: In person



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