Client Servicing Executive

5 months ago


Birmingham, United Kingdom Elevation Wealth Management Ltd Full time

Due to company expansion we are currently looking to expand our team of Client Support Executives, an administrative and high-touch client servicing position.

Working as part of a welcoming and friendly team you will play a vital role in supporting our team of Financial Advisers in ensuring all client recommendations are processed accurately and efficiently. Whether it’s liaising with clients to help answer queries of processing requests, consolidating pensions, working with platform providers or on-boarding new client data into the CRM system, you will have a wide variety of tasks to undertake and the opportunity to undertake a role that values your contribution and rewards your contribution to the achievement of overall company goals.

Our successful applicants will be working in a fast-paced, high growth environment, we have plans to double our funds under management and headcount, a great opportunity for driven individuals looking to work within a role that offers security and a host of development opportunities.

In return, you will benefit from a host of company benefits from a generous bonus scheme, training and support opportunities, your birthday off work, life assurance offering 4 x basic salary, dress-down Fridays and the opportunity to join a variety of social events.

**Job Types**: Full-time, Permanent

Pay: £24,000.00-£30,000.00 per year

**Benefits**:

- Company pension
- Free parking
- Life insurance
- On-site parking

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme

**Experience**:

- Administrative: 1 year (preferred)

Work Location: In person



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