Client Service Executive

4 months ago

Gatwick Airport, 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 is 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

Regulatory Responsibilities (Compliance/T&C)
- Ability to demonstrate an understanding of the regulatory framework relevant to the role, whilst practising effective risk management taking account of outcomes for clients.

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

- financial services experience is preferable
- 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:

  • Client Service Executive

    4 months ago

    Gatwick Airport, United Kingdom Recruit UK Full time

    **Title**: Client Service Executive **Location**: Birmingham **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...

  • Client Service Executive

    4 months ago

    Gatwick Airport, United Kingdom Recruit UK Full time

    **Title**: Client Service Executive **Location**: Birmingham **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...

  • Customer Service and Flight Operations Executive

    4 months ago

    London / Gatwick Airport, United Kingdom Air Partner Plc Full time

    Air Partner have been offering trusted aviation solutions for 60 years. We are constantly adding new divisions to our portfolio and expanding our markets globally. As leaders in aviation charter, we are now looking for a Client Services & Operations Executive to join our Gatwick based team. The Client Services & Operations (CSO) department is the hub of the...

  • Jo Malone London

    3 months ago

    Gatwick Airport, United Kingdom The Estée Lauder Companies Full time

    **The Service Experience Coach will hold accountability for driving and elevating execution standards of brand service and services primarily through the delivery of the Service Accreditation Programe.**: **Responsibilities and Tasks** Service Experience**: - Ensure teams can deliver our signature high-touch service, both in store and virtually. - Elevate...

  • Customer Service Representative

    3 months ago

    Gatwick Airport, United Kingdom The Recruitment Source Full time

    Were recruiting for Customer Service representatives. Career progression and flexible shifts available. **Customer Service Benefits** A chance to work for leading brands in the beauty sector. Career progression opportunities from Sales Assistants to Team Leaders, to Store Managers. **Customer Service pay** £21.00 per hour **Customer Service...

  • Service Advisor

    4 months ago

    Gatwick Airport, United Kingdom Prima Ardelle > Motor & Automotive > South East Full time

    **ARE YOU AN EXPERIENCED SERVICE ADVISOR?** **EXCITING OPPORTUNITY WITHIN A MAIN LEADING CAR DEALERSHIP IN GATWICK** **COMPETITIVE BASIC SALARY UP TO £30,000+ D.O.E PLUS O.T.E & BENEFITS** **HOT BRAND** My client a main dealer in Gatwick who provides excellent further career progression? My client, is seeking a Service Advisor to join their existing...

  • Service Advisor

    4 months ago

    Gatwick Airport, United Kingdom YOLO Recruitment Full time

    **NEW SERVICE ADVISOR JOB** **Gatwick, Crawley** **Salary: 27k basic +36k ote + benefits + car scheme** My Client, a dealership in Gatwick who offer fantastic company benefits are currently looking to interview and take on a Service Advisor / Aftersales Advisor to join their team. Duties of the successful Service Advisor / Aftersales Advisor: - Ensuring...

  • Senior Media Executive

    16 hours ago

    Gatwick, United Kingdom Line Up Aviation Full time

    Senior Media ExecutiveWe are seeking a highly skilled Senior Media Executive to drive our media campaigns and deliver exceptional results for our clients.Key ResponsibilitiesStrategic Media Planning: Develop and execute comprehensive media strategies across digital and Uncommon Ad Space platforms to maximise client visibility and engagement.Client Relations:...

  • Senior Media Executive

    1 day ago

    Gatwick, United Kingdom Line Up Aviation Full time

    Senior Media ExecutiveWe are seeking a highly skilled Senior Media Executive to drive our media campaigns and deliver exceptional results for our clients.Key ResponsibilitiesStrategic Media Planning: Develop and execute comprehensive media strategies across digital and Uncommon Ad Space platforms to maximise client visibility and engagement.Client Relations:...

  • Sales Director

    3 weeks ago

    Gatwick Airport, West Sussex, United Kingdom Novo Executive Search Full time

    Job Title: Sales DirectorAbout the Role:The Sales Director will play a key role in driving business growth and expansion for Novo Executive Search's clients. This is an exciting opportunity for a seasoned sales professional to join our team and contribute to the success of our clients.Key Responsibilities:Develop and implement sales strategies to increase...

  • Sales Director

    3 weeks ago

    Gatwick Airport, West Sussex, United Kingdom Novo Executive Search Full time

    Job Title: Sales DirectorAbout the Role:The Sales Director will play a key role in driving business growth and expansion for Novo Executive Search's clients. This is an exciting opportunity for a seasoned sales professional to join our team and contribute to the success of our clients.Key Responsibilities:Develop and implement sales strategies to increase...

  • Sales Director

    3 weeks ago

    Gatwick, United Kingdom Novo Executive Search Full time

    Job Title: Sales DirectorJob Summary:We are seeking a highly skilled Sales Director to join our team at Novo Executive Search. As a Sales Director, you will be responsible for leading our sales efforts and driving business growth through strategic planning and execution.Key Responsibilities:Develop and implement a comprehensive sales strategy to increase...

  • Sales Director

    3 weeks ago

    Gatwick, United Kingdom Novo Executive Search Full time

    Job Title: Sales DirectorJob Summary:We are seeking a highly skilled Sales Director to join our team at Novo Executive Search. As a Sales Director, you will be responsible for leading our sales efforts and driving business growth through strategic planning and execution.Key Responsibilities:Develop and implement a comprehensive sales strategy to increase...

  • Sales Director

    3 weeks ago

    Gatwick, United Kingdom Novo Executive Search Full time

    Job Title: Sales DirectorJob Summary:We are seeking a highly skilled Sales Director to join our team at Novo Executive Search. As a Sales Director, you will be responsible for leading our sales efforts and developing strategies to drive business growth.Key Responsibilities:Develop and implement sales strategies to increase revenue and market shareLead a team...

  • Senior Media Executive

    1 day ago

    Gatwick, United Kingdom Line Up Aviation Full time

    Senior Media ExecutiveWe are seeking a highly skilled Senior Media Executive to join our team at Line Up Aviation. As a key player in our organisation, you will be responsible for driving strategic media campaigns that amplify our clients' messages and achieve outstanding results.In this role, you will be at the forefront of executing and managing...

  • Senior Media Executive

    2 days ago

    Gatwick, United Kingdom Line Up Aviation Full time

    Senior Media ExecutiveWe are seeking a highly skilled Senior Media Executive to join our team at Line Up Aviation. As a key player in our organisation, you will be responsible for driving strategic media campaigns that amplify our clients' messages and achieve outstanding results.In this role, you will be at the forefront of executing and managing...

  • Marketing Executive

    4 months ago

    Gatwick Airport, United Kingdom Air Partner Plc Full time

    Collaborating with internal teams such as sales and business development, you’ll champion social media across the Division, creating and publishing all content and reporting back on key metrics. You’ll be tasked with assisting to deliver the calendar of campaign activity. You will also work on building, optimising, promoting, creating content and...

  • Senior Media Executive

    1 month ago

    Gatwick, United Kingdom Line Up Aviation Full time

    Believe that hard work pays off? We are looking for a Senior Media Executive to join our client's busy team. Uncommon Sense is 4 years old, has grown fast and is now on the lookout for a conscientious individual to support us on our fast-paced expansion program.To succeed in this role, you must align with and passionately share the vision and goals of...

  • Senior Media Executive

    2 months ago

    Gatwick, United Kingdom Line Up Aviation Full time

    Believe that hard work pays off? We are looking for a Senior Media Executive to join our client's busy team. Uncommon Sense is 4 years old, has grown fast and is now on the lookout for a conscientious individual to support us on our fast-paced expansion program. To succeed in this role, you must align with and passionately share the vision and goals of...

  • Senior Media Executive

    2 days ago

    Gatwick, United Kingdom CV-Library Full time

    Believe that hard work pays off? We are looking for a Senior Media Executive to join our client's busy team. Uncommon Sense is 4 years old, has grown fast and is now on the lookout for a conscientious individual to support us on our fast-paced expansion program. To succeed in this role, you must align with and passionately share the vision and goals of...