Senior Client Service Executive

1 month ago


London, United Kingdom Page Personnel Finance Full time

**Client Details**

The financial services client is a modern dynamic financial planning business offering a telephone-based service to retail clients across the UK. Theirt financial planning service covers pensions, wealth management, ISA's and Investment Bonds and we areproud of our reputation as a client-centric business that continuously strives to provide a 'best of breed' service.

**Description**

The key duties the Senior Client Service Executive will carry out are:

- Creating client opportunities for annual reviews on our CRM system
- Generating investment review reports on provider platforms and sending to clients
- Inputting investment details into our CRM system, generating and checking the annual review report figures and sending to clients.
- Assisting and supporting junior members of the team with technical complexities
- Managing clients over the phone to book appointments with financial advisers and dealing with non-advice queries and issues
- Preparing investment transfer paperwork, liaising with clients to obtain signatures, and submitting to the relevant providers, ensuring subsequent contributions or withdrawals are set up and actioned.
- General Provider Enquires - (Finding out crystallised status, alternative fund choices and client tax codes)
- Obtaining policy information from providers, inputting details into our CRM system and collating detailed policy analysis notes for the advisers.
- Actioning on-platform fund switches
- Creating client summary documents to be sent to clients outlining their circumstances and investment holdings

**Profile**

Key requirements for the Senior Client Service Executive are:

- **Minimum two years of pensions experience**:

- Strong attention to detail
- Must be proficient in MS Office (Word, Excel, PowerPoint, etc.)
- Excellent communication skills (spoken and written), including customer service
- Experience with CRM systems and strong technology skills

**Job Offer**

Office in the City of London

Salary of £30,000-£35,000 plus bonus and full benefits package



  • London, United Kingdom Mason Blake Full time

    Our client is a top-tier asset management firm. Due to continued business success, they are now looking to recruit a Senior Client Service Executive (Contract) to join their high-performing Client Service team on a 12-month fixed-term contract basis. Reporting directly to the Client Service Team Manager, the Senior Client Service Executive...


  • City of London, United Kingdom Client Full time

    Head of Client Services (Senior Account Manager)£70,000 - £90,000 + Uncapped Commission + Bonuses + £5,000-£7,000 Car Allowance + Training + Further Progression + Private Medical Insurance + Life Insurance + 31 Days Holiday (25 + Bank, rising to 28 + bank with length of service) + Hybrid Working + More Great BenefitsHybrid role, commutable from...


  • London, United Kingdom Mason Blake Full time

    Our client, a global Investment Management house is looking to hire a Senior Client Services Executive candidate to join their growing Client Services team in London. The Senior Client Services Executive candidate responsibilities will be: – Work closely with both the Sales team and clients, answering all queries whilst providing responses to...


  • London, United Kingdom eFinancialCareers Full time

    We are working with a highly reputable investment management firm looking to hire a** Senior Client Services Executive to **join the team. The successful hire will have a high level of visibility **Client Services Executive **will take responsibility for the following duties: - Deputy to the Head of Client Services and will act as clients' primary point of...


  • London, United Kingdom Origami Risk Llc Full time

    This job is brought to you by Jobs/Redefined, the UK's leading over-50s age inclusive jobs board. Overview As a Senior Client Service Executive, you will serve as the primary day-to-day contact for clients, utilizing your deep knowledge of Origami's products and industry knowledge, to drive and increase adoption of the Origami platform while...


  • London, United Kingdom Polaris Full time

    Client Services Executive London POLARIS is a leading SEO agency specialising in SEO campaigns and consultancy. We partner with global brands that need a trusted, experienced partner to drive their SEO strategies forward. Clients include Dune London, Sodexo, Thomson Reuters, and Mars. Client Services Executive - Role Overview The Client Services Executive...


  • London, United Kingdom Hamilton Mercer Full time

    **About Hamilton Mercer** Hamilton Mercer is a leading provider of learning and development solutions. We were founded in 2007 and specialise in customer service training and personal development courses. Our clients span all sectors and include high-end fashion labels, charities, government agencies, technology and software houses, and global...


  • London, United Kingdom Executive Full time

    Parks and Visitor Services Division Executive Director, Parks and Visitor Services DBCA0210419 PSCA, Class 2, $196,891 plus 11% Superannuation THIS IS A 5-YEAR, FULL-TIME SENIOR EXECUTIVE SERVICE (SES) POSITION APPLICATIONS FOR THIS POSITION CLOSE AT MIDDAY ON FRIDAY, 10 NOVEMBER 2023 About DBCA and Parks and Wildlife Service: The Parks and...


  • London, United Kingdom Ambition Full time

    Senior Client Relationship Executive - highly competitive - £60k+ An exciting and rare opportunity has arisen to work with one of London's top law firms as a Senior Client Relationship Executive. Working alongside Client Relationship Managers this role will see you taking on key clients to build and deepen the firms relationships whilst working with...


  • London, United Kingdom AP Executive Full time

    New - Location: London - Salary: Negotiable per annum - Job Type:Permanent Posted about 2 hours ago Our client an international provider of corporate Services and fiduciary fund solutions to looking to hire a senior trustee executive for its London office. The purpose of which is to directly support and manage our client's largest and most complex clients....


  • City of London, Greater London, United Kingdom MW Appointments Full time

    SENIOR /ACCOUNT EXECUTIVE 50,000 You will be responsible for servicing accounts from 'cradle to grave' for our clients including written and telephone discussions with new and existing clients, renewal administration, preparation of presentations to insurers, negotiating premiums with underwriters together with providing pro-active claims handling service...


  • London, United Kingdom Space Executive Full time

    Our client, a very rapidly growing company in the ESG Ratings and Analytics space ($80M in funding and 300 headcount in 6 years on the market) with a strong AI-based solution is seeking a Senior Account Executive in London. The ideal candidate should have strong experience in the ESG space, selling solutions to assets managers, owners and the financial...


  • London, United Kingdom Space Executive Full time

    Our client, a very rapidly growing company in the ESG Ratings and Analytics space ($80M in funding and 300 headcount in 6 years on the market) with a strong AI-based solution is seeking a Senior Account Executive in London. The ideal candidate should have strong experience in the ESG space, selling solutions to assets managers, owners and the financial...


  • London, United Kingdom Space Executive Full time

    Job Description Our client, a very rapidly growing company in the ESG Ratings and Analytics space ($80M in funding and 300 headcount in 6 years on the market) with a strong AI-based solution is seeking a Senior Account Executive in London. The ideal candidate should have strong experience in the ESG space, selling solutions to assets managers, owners and...


  • London, United Kingdom Argentex Full time

    **About Us** Argentex is a global payment and currency risk management specialist. We offer bespoke services alongside market leading technology for businesses and financial institutions. Argentex is listed on the London Stock Exchange, with offices in the UK, the Netherlands and Australia. We are now seeking a confident individual, who wants to enter the...


  • London, United Kingdom Mason Blake Full time

    Our client, a prestigious investment manager, is looking to recruit a Client Services Executive to join their Client Service team based in London. The successful candidate will support the management and development of across EMEA regions. The Client Services Executive will have the following responsibilities: Develop and strengthen the relationships...


  • London, United Kingdom Schroders Full time

    **Who we're looking for at Cazenove Capital** We’re looking for a Senior Client Service Executive in the Charities Department, within our Wealth Management division known as Cazenove Capital, which is part of the Schroders group. You will work alongside a team of Portfolio Managers and Directors and will be a critical part of the account team and in some...


  • London, United Kingdom We Are Adam Full time

    Senior Client Relationship Executive - Professional Services Full Time (Remote/Hybrid – London) 12 month FTC Location: United Kingdom Salary: 38 to 48k per annum DOE We are looking to recruit an exceptionally creative and innovative Senior Client Development Executive for this high profile International firm. As part of a highly successful and...


  • London, United Kingdom We Are Adam Full time

    Job DescriptionSenior Client Relationship Executive - Professional ServicesFull Time (Remote/Hybrid – London) 12 month FTCLocation: United KingdomSalary: 38 to 48k per annum DOEWe are looking to recruit an exceptionally creative and innovative Senior Client Development Executive for this high profile International firm. As part of a highly successful and...


  • London, United Kingdom We Are Adam Full time

    Senior Client Relationship Executive - Professional Services Full Time (Remote/Hybrid – London) 12 month FTC Location: United Kingdom Salary: 38 to 48k per annum DOE We are looking to recruit an exceptionally creative and innovative Senior Client Development Executive for this high profile International firm. As part of a highly successful and...