Client Service Executive

6 months ago


Glasgow, United Kingdom Close Brothers Group Full time

**OVERALL SUMMARY**

The role of the Client Service Executive (CSE) is client and adviser service focused. It is the CSE’s responsibility to ensure client on-boarding and ongoing service queries are managed efficiently and in a timely manner.

**RESPONSIBILITIES**
- Managing leads with the Client Relationship Management (CRM) system
- Accurate and timely client data entry onto CBAM and third party platforms/systems to specified Service Level Agreement
- Adherence to Close Brothers Client Service procedures
- Ongoing client communication regarding meetings, arranging appointments, diary management and processing of client queries and instructions - be that directly or by referring to the relevant team, as appropriate
- Preparing meeting packs, annual review packs and valuations for client appointments
- Call management/client contact
- Ensuring all new business and centralised servicing queries are directed to the relevant team to be processed within set SLAs
- Document management - ensure documentation is scanned, saved and archived in accordance with department operating procedures
- General ad hoc duties as required by the Practice or assigned by the Client Service Manager
- Liaising and working with colleagues within the Practice to ensure success and operational efficiency and profitability

**WE WOULD LOVE TO HEAR FROM YOU / PLEASE APPLY IF**:

- financial services experience
- Excellent attention to detail
- IT skills
- Team player
- Good communication skills - verbal and written
- Excellent record keeping and reporting capabilities
- Proactive nature to gain efficiencies
- Ability to multi-task
- Demonstration of initiative

**_ We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role._**

**_ To avoid any ambiguity around fees, please note that speculative CVs received by Close Brothers, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you._**

LI-EM1

**The Company**

At Close Brothers Asset Management, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients. We are part of Close Brothers, a FTSE 250 leading UK merchant banking group.

We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments.

We are a team of about 800 people based in 14 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients.

Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people.

Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down.

**Inclusion**

**The Benefits**

**Private medical**

**Discounted health checks**

**Stakeholder pension contribution**

**Gym discounts**

**Cycle to work scheme**

**Save As You Earn scheme**

**Purchase additional holiday**

**Charity & Sustainable work**

At Close Brothers, we are dedicated to helping the charities that matter most to our employees. Our donations continue to increase year on year thanks to our fundraising efforts and matched giving schemes to our employees’ favourite charities. We continue to seek out new ways to give as a group and to help employees who give their valuable time and money to causes close to them.

To find out more detail please follow the link below:
Sustainability is fundamental to our purpose, and we recognise that to help the people and businesses of Britain thrive over the long term, we also have a responsibility to help address the social, economic and environmental challenges facing our business, employees and customers, now and into the future.

To find out more detail please follow the link below:



  • Glasgow, United Kingdom Barclays Full time

    **Client Service Executive** **Glasgow** As a Barclays Client Service Executive, you will be the first point of contact for our clients and have the exciting opportunity to be leading the creation of a world class client experience. In this role, you will handle a wide variety of inbound telephony calls and administration activities for clients, covering...


  • Glasgow, United Kingdom Barclays Full time

    **Client Service Executive** **Glasgow** As a Barclays Client Service Executive, you will handle a wide variety of inbound calls and administrative activities for clients covering Barclays investment servicing and banking products. You will liaise with both internal and external stakeholders to resolve queries and understand requirements to meet client...


  • Glasgow, United Kingdom Meraki Full time

    Meraki Talent are recruiting a Client Services Executive for a leading Investment Management firm in the heart of Glasgow. Working as part of an established team, you will be responsible for being the first point of contact for client enquiries, providing a first class client service. This role will require applicants to build and maintain relationships...


  • Glasgow, United Kingdom Service Graphics Full time

    **Role Purpose**: Service Graphics are looking for a full time Customer Service Executive to join our Customer Service team. This role is office based from our Glasgow branch. The purpose of the role is to support the day to day running of assigned Customer Accounts for the branch. **Main Accountabilities**: - Manage and proactively monitor the status of...


  • Glasgow, United Kingdom Get-Recruited (UK) Ltd Full time

    Development Account Executive Scotland (Remote/Hybrid Option) £40,000 to £60,000 + Car Allowance Our client, a leading Chartered Insurance Broker based in Scotland, is seeking an experienced Development Account Executive to join their team. This role offers the flexibility of remote or hybrid working, making it an attractive opportunity for insurance...


  • Glasgow, Glasgow City, United Kingdom Aon Full time

    Job RoleWe are seeking an experienced Client Relationship Executive to join our team in Glasgow/Edinburgh. As a Client Relationship Executive, you will be responsible for managing our clients' insurance programs and providing tailored risk management solutions.Key Responsibilities- Manage large, corporate insurance risks- Provide bespoke insurance programs...


  • Glasgow, United Kingdom Rathbones Full time

    A rewarding place to work. At Rathbones, We invest in everyone's tomorrow - that includes our people. We are always looking for future talent, and we can help you build a rewarding career with clear paths to progression and the opportunity to share in the success of our business. **Salary**: Competitive with an excellent benefits package **Location**:...


  • Glasgow, United Kingdom Rathbones Full time

    A rewarding place to work. At Rathbones, We invest in everyone's tomorrow - that includes our people. We are always looking for future talent, and we can help you build a rewarding career with clear paths to progression and the opportunity to share in the success of our business. **Salary**: Competitive with an excellent benefits package **Location**:...


  • Glasgow, United Kingdom ACIA CONSULTING LTD Full time

    Are you passionate about building lasting relationships and providing exceptional client experiences? Join our team as a Client Relationship Executive and be the cornerstone in fostering strong connections with our valued clients. **Responsibilities**: - Developing and maintaining strong relationships with existing clients. - Understanding client...


  • Glasgow, United Kingdom Recruit UK Full time

    Recruit UK are working with a longstanding and highly successful investment management firm, who are pioneers in the ethical investments and developing unique propositions to align with each client’s values and goals. As they continue to grow, they are looking for a passionate investment professional to join the team. You will work closely alongside the...


  • Glasgow, Glasgow City, United Kingdom Azets Full time

    About AzetsAzets is a leading firm of Accountants and Business Advisers operating across the UK, Ireland and the Nordics, with a wide network of employees and numerous inspiring opportunities to join one of our many offices.We are a top ten accountancy firm in the UK and the number one largest SME practice, offering extensive expertise and resources to...


  • Glasgow, United Kingdom Coffee Service Group Full time

    **Role overview** **About us**: At Matthew Algie, youll work with some of the most talented individuals in the coffee industry. Youll work for an organisation that leads the way in the name of sustainability, gives back to the community and invests in its people. Ethics, passion, integrity and collaboration are at the core of everything we do, from new...


  • Glasgow, United Kingdom Switch Advisor Ltd Full time

    Are you passionate about fostering meaningful client connections and driving exceptional experiences? Join our team as a Client Relationship Executive, where you'll play a pivotal role in building and maintaining strong client relationships. We're seeking an individual with excellent communication skills, a knack for problem-solving, and a dedication to...


  • Glasgow, Glasgow City, United Kingdom Ably Resources Full time

    Ably Resources is a dynamic and established private client team seeking an experienced executry paralegal to administer executry estates and trusts, draft confirmation and IHT forms, executry accounts, and general financial administration including power of attorney and guardianship administration.About UsWe provide a range of services including advising on...


  • Glasgow, United Kingdom VB Group LTD Full time

    As a Client Relationship Executive, you will play a crucial role in driving our business growth by establishing and maintaining strong relationships with clients. We are seeking a dynamic and results-driven individual who is passionate about sales, customer satisfaction, and teamwork. **Duties**: - Serve as the main point of contact for customers,...


  • Glasgow, United Kingdom Communications and Solutions Partners Group Full time

    We are looking for a Client Relationship Executive to join our team! **Responsibilities**: - Serve as the main point of contact for customer inquiries and concerns - Maintain a high level of product knowledge to effectively address customer inquiries - Communicate with customers in person to ensure a positive customer experience - Collaborate with other...


  • Glasgow, United Kingdom Meraki Full time

    Meraki Talent's industry leading Financial Services client are looking for a Client Services Specialist - Buyside This position is responsible for full lifecycle client support. **Responsibilities of the Position**: - Resolve client issues by determining root causes of problems and executing resolution steps where applicable - Own incidents throughout...


  • glasgow, United Kingdom 1st Executive Full time

    CAPEX Procurement Manager £65k Role: CAPEX Procurement ManagerClient: Global Financial Services OrganisationSalary: Up to £65,000 plus 10% matched pension, Bonus, Life Assurance, Healthcare, 25 days' holidayLocation: Working from home with 2 days per week in Glasgow An exciting opportunity for a Procurement Manager to join a Global, Financial Services...

  • Client Executive

    5 months ago


    Glasgow, United Kingdom Mercer Full time

    Are you a natural at building relationships? Do you thrive on customer satisfaction? Are you tenacious, interested in sport, and get a buzz from working in a busy environment? If you answered yes, we have the perfect role for you! We have a fantastic opportunity to join our team within **Marsh Sport** as a **Client Executive**, this is the perfect role...

  • Adjusting Executive

    4 weeks ago


    Glasgow, United Kingdom Exchange Street Executive Search Full time

    A Global Loss Adjusting Organisation are seeking an experienced/talented Claims Handler (Adjusting Executive) to join their highly successful Domestic Major Loss team in Glasgow.The Adjusting Executive role is a technical role, supporting Loss Adjusters with their work throughout the handling of these claims. The role involves providing first class customer...