Client Service Executive

5 months ago


Crawley, United Kingdom Recruit UK Full time

**Title**: Client Service Executive

**Location**: Crawley

**Salary**: Up to £33,000 (Negotiable on experience)

**Reference Number**: 8874

Recruit UK is working with an FTSE250 UK Wealth Management firm in Crawley to bring on a Client Service Executive to join their dynamic, friendly team in the Crawley office. This company approaches their work in an honest, forward-thinking manner to provide an expert service, bespoke to individual needs. They are leaders in the industry and with long-term goals at the core of their vision, they understand their employees underpin their success and reward hard work with attractive benefits.

**The Role**:
As a Client Service Executive, you will provide important support to advisers and their clients to provide a smooth client-centric service. This will include:

- Acting as Client Relationship Point of Contact
- Provide organised client communication relating to ongoing business and queries relating to portfolios
- Ensure new business queries are processed correctly
- Preparing meeting packs, annual review packs and valuations for clients
- Administration of client data, client documentation and new business paperwork onto back-office systems/platforms
- Assisting with ad hoc office duties
- Preparing for client appointments
- Call management/client contact

**To succeed you will need**:

- Previous financial services experience
- Excellent communication skills (written and verbal)
- Organised
- Strong attention to detail
- Self-motivated to learn and grow
- Ability to multitask
- Team player

**Benefits**:

- 25 days holiday (option to buy more)
- Life Assurance (x4 salary)
- Discretionary bonus
- Juicy company pension scheme (10% contribution)
- Private health insurance
- Employee Wellbeing Assistance programme
- Season Ticket Loan
- Share incentive scheme
- Access to financial advice
- Hybrid working opportunities

**Job Types**: Full-time, Fixed term contract
Contract length: 12 months

Pay: £30,000.00-£33,000.00 per year

**Benefits**:

- Company pension
- Financial planning services
- Flexitime
- Free parking
- Health & wellbeing programme
- On-site parking
- Private dental insurance
- Private medical insurance
- Work from home

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme

Work Location: In person

Reference ID: 8874



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