Client Service Executive
2 months ago
**Title**: Client Service Executive
**Location**: Gatwick
**Salary**: £25,000 - £30,000
A FTSE250 UK Wealth Management firm is seeking a Client Service Executive to join their friendly team. This company approaches their work in an honest, forward-thinking manner to provide an expert service, bespoke to individual needs. With long term goalsat 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:
- Client Relationship Management focused
- 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 (preferable)
- Articulate communicator (written & verbal)
- Organised, proactive and observant
- Self-motivated to learn and grow
- Ability to multitask
- Adaptable
- IT literate
**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
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