Client Service Executive
5 months ago
**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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