Client Service Executive

6 days ago


Kendal, United Kingdom Recruit UK Full time

**Title**: Client Service Executive

**Location**: Kendal

**Salary**: Generous Salary

**Reference**: 6934

**The company**:
We’re working with a well-established and thriving Investment practice that is seeking a client service executive to join their Kendal team. This client spends time learning about their clients’ unique needs to help shape their futures. Moreover, they have the same ethos when it comes to their employees, they’ll discuss your long-term career plans to shape progression and opportunities to learn to match your goals but also to manage your expectations from the beginning.

As a Client Service Executive you will be the first point of contact to clients, you will manage all administration and will play a key role in their client experience. To be successful within the role you must have strong relationship building skills and always thrive to provide the best service available.

**The role**:

- First point of contact for clients and their intermediaries
- Onboarding, transfers, payments and reporting
- Prepare literature for client meetings
- Administration of client data, client documentation and new business paperwork onto back-office systems/platforms
- Understand suitability requirements and support the investment managers/financial planners with gathering relevant information

**To succeed you will need**:

- Previous financial services experience (such as: Wealth management, IFA, Investment, Pension or Accounting)
- Experience with end-to-end administration
- Experience with client communication
- Face to face client experience (desirable)
- Organised and proactive
- IT Literate: experience with platforms/systems
- Understanding of regulations and compliance where appropriate
- GCSE English and Mathematics or equivalent

**Benefits**:

- 25 days holiday
- 3 days in the office 2 days working from home
- Full home office set up inc monitors and laptop delivered before your first day
- Generous pension from 9% and bonus scheme
- Exam support and clear progression into senior role/investments or financial planning to suit your needs and aspirations
- Life assurance, income protection, Private medical / health scheme and many more

About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an Independent Financial Planning firm in Kendal on an administration role.

Our commitment to you:
Start every journey with a conversation to find out about you in-depth.

Provide honest feedback on where you fit in the jobs market.

Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.

Take a holistic mindfulness approach - career happiness is rarely just about the money.

Cover the whole of the UK with a local touch through our regional teams.

Never pester you.

Schedule:

- Monday to Friday

Work Location: Hybrid remote in Kendal



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