Lead Services Executive

7 months ago


Manchester, United Kingdom Chase de Vere Full time

Client centric, efficient and collaborative. Our lead services executives work closely with our marketing and advisory colleagues to ensure all prospective clients are allocated an appropriate financial advisor based on location and specialism alongside responding to a variety of client enquiries.

Supported by our marketing team and lead services executives, you will receive full industry training to ensure you are equipped with the knowledge and skills to provide the highest service to our clients.

**WHAT YOU WILL NEED**:

- Experience of working within a financial advisory firm is beneficial. It shows you have an understanding of our business, our regulations and that you are comfortable working in this demanding yet rewarding industry.
- Prior experience working within a customer service role is key with the ability to always put the customer first.
- Exemplary time management and organisational skills are vitally important. You will be managing a variety of tasks and deadlines at any one time, so the ability to prioritise your workload and deliver under pressure is critical.

**WHAT YOUR ROLE WILL INVOLVE**:
Our lead services executives are pivotal in translating Chase de Vere’s value proposition into tangible client experiences by booking meetings, responding to enquiries and acting as the link between the client and our national financial advising teams.

**Your day-to-day role**
- Responding to client enquiries promptly and accurately.
- Booking initial client meetings and responding to cancellations and rescheduling requests.
- Directing leads to the most appropriate financial adviser, based on location and specialism.
- Collaborating with financial advisers and sales managers to follow up on meeting outcomes and establish next steps.
- Responding to both inbound and outbound client service campaigns to ensure consistent and high-quality client interactions.

**WHAT’S IN IT FOR YOU**:

- A competitive salary with the opportunity to earn an annual bonus
- 25 days holiday, plus bank holidays
- A day off for your birthday
- Life assurance - 4 x salary
- Comprehensive induction and training programme
- Funded exams and paid study leave
- A wide range of voluntary flexible benefits to suit your individual needs
- The option to buy additional holiday days
- Cycle to work Scheme
- Two paid volunteering days each year, to support your local community
- Employee Assistance Programme with access to a 24/7 helpline
- Access to our free mortgage service, through our internal mortgage team
- Our Employee Forum and Diversity & Inclusion group
- Local and companywide events in support of our company charities



  • Manchester, United Kingdom Chase de Vere Full time

    The Lead Services Executive is a front-line role dedicated to delivering premier client experiences within the Chase de Vere contact centre. With a keen focus on both prospective and existing clients ranging from private individuals to businesses, this role plays a pivotal role in maintaining the efficiency and effectiveness of our multi-channel client...


  • Manchester, United Kingdom Advantage - Transaction Services Full time

    Job Advert As a Transaction Services Executive, you may have some Financial Due Diligence / Transaction Services experience under your belt, or alternatively, you may have 3-4 years Audit experience, looking to brand out into FDD. Either way, if you are seeking a role within a greenfield site, where you can help set up and shape this business, surrounding...


  • manchester, United Kingdom 1st Executive Full time

    We are seeking an experienced Technology Acquisition Lead to join our client's team. As a key member of 1st Executive's team, you will be responsible for leading large-scale technology sourcing initiatives and engaging with C-Level stakeholders to drive value from procurement.The successful candidate will have a strong background in procurement and...


  • Manchester, United Kingdom 1st Executive Full time

    Company Overview:1st Executive is a global recruitment firm seeking an experienced IT procurement professional to join their client's team.Salary: Up to £65,000 + corporate packageAbout the Role:The successful candidate will be responsible for leading large-scale projects within the Global IT Procurement team, focusing on the sourcing of technology services...


  • Manchester, United Kingdom 1st Executive Full time

    **Role**: IT Service Management Lead **Location**: West Midlands/NW **Remote/Hybrid**: Largely remote, with some office time to manage the team and meet stakeholders **Salary**: Up to £80k This is a Senior IT Service Management role within a leading professional services group that will see you** interfacing extensively with C-Suite** and the broader...


  • Manchester, United Kingdom Lead Candidate Full time

    Business Development Director UK & IrelandAs two leading CDMOs come together, this is a rare opportunity to join an organisation benefitted by a long-established reputation and significant backing. As Business Development Director, you will play a crucial part in driving growth for the organisation’s CDMO services across the UK and Ireland.Key...


  • Manchester, United Kingdom Lead Candidate Full time

    Business Development Director UK & Ireland As two leading CDMOs come together, this is a rare opportunity to join an organisation benefitted by a long-established reputation and significant backing. As Business Development Director, you will play a crucial part in driving growth for the organisation’s CDMO services across the UK and Ireland. Key...


  • Manchester, United Kingdom Lead Candidate Full time

    Business Development Director UK & IrelandAs two leading CDMOs come together, this is a rare opportunity to join an organisation benefitted by a long-established reputation and significant backing. As Business Development Director, you will play a crucial part in driving growth for the organisation’s CDMO services across the UK and Ireland. Key...


  • Manchester, United Kingdom Polypipe Building Services Full time

    Poly pipe Building Services seeks an ambitious sales expert to spearhead its efforts in the commercial market. This exciting opportunity offers a platform for talented individuals to showcase their skills, creativity, and tenacity.As the face of our company, you will be responsible for fostering strong relationships with existing and potential clients,...


  • Greater Manchester, United Kingdom Page Executive Full time

    About Our Opportunity">Join a leading global chemicals business as a Senior Management Executive and drive sales and industry advancements. With a strong presence in multiple regions, we specialize in developing advanced materials and performance solutions that drive progress across various sectors.Key ResponsibilitiesDevelop and implement the business...


  • Manchester, United Kingdom Gibson Hollyhomes Full time

    **Customer Service Executive** **Manchester City Centre** **£22,000 - £25,000** *** **Market Leading Firm** **Prestigious Office** **Great Benefits** **Job description for Customer Service Executive** - Respond to all incoming client enquiries - Communicate with clients and direct them to relevant departments - Obtain and process all client...

  • IT Sourcing Lead

    6 days ago


    Manchester, United Kingdom 1st Executive Limited Full time

    Job Title: IT Sourcing LeadLocation: Manchester, UKSalary: Up to £65K + corporate packageThe 1st Executive Limited is seeking a highly skilled IT Sourcing Lead to join their Global IT Procurement team. The ideal candidate will have a strong background in technology procurement and excellent communication skills.Focusing on the sourcing of technologies and...


  • Manchester, United Kingdom Bibby Financial Services Full time

    Account Executive - Hybird Remote (Manchester 3 days a week) Bibby Financial Services have an exciting opportunity available for an Account Executive to join our team.This role is on a full time, permanent basis in our Manchester office (hybrid) .In return, you will receive a competitive salary of £23,660 per annum.We've supported small and medium-sized...


  • Manchester, United Kingdom 1st Executive Ltd Full time

    Job Description: As a Global IT Procurement Lead, you will lead large scale projects within the business, defining and implementing global category strategies.About the Company: 1st Executive Ltd is a leading recruitment agency specialising in the provision of high-quality candidates to our clients. Our expertise spans a wide range of industries, including...


  • Manchester, United Kingdom Executive Network Group Full time

    Executive Network Group is seeking a talented North West Region Executive to join their team. As a key member of the company, you will be responsible for managing and developing relationships with clients in the water treatment sector. The ideal candidate will have previous experience in water hygiene, water treatment, or a related technical field, as well...


  • manchester, United Kingdom 1st Executive Full time

    About the Role:This is an exciting opportunity for a seasoned IT Procurement Manager to lead technology sourcing projects on a global scale. Our client, a top FTSE100 organisation, seeks an expert who can deliver end-to-end results, engage senior stakeholders, and drive value through effective procurement practices.As part of the Global IT Procurement team,...


  • manchester, United Kingdom 1st Executive Full time

    Role: IT Procurement Manager Locations: Manchester (hybrid)Salary: Up to £65K + corporate package Role: Full time | Permanent | HybridLooking to join a truly global remit? 1st Executive are seeking a IT Procurement Manager on behalf of a high-profile FTSE100 organisation to join the Global IT Procurement, leading large scale projects within the business. ...


  • Greater Manchester, United Kingdom Tripod Executive Full time

    **Company Overview:**Tripod Executive is committed to providing a safe and supportive environment for children and families. Our team is dedicated to delivering exceptional services that make a positive impact on our community.


  • Manchester, United Kingdom Novo Executive Search Full time

    UK Marketing Manager Southeast Head Office – Hybrid Working Our client is an international leading brand in the golf industry, renowned for innovative premium products and high-quality golf accessories.The company is committed to enhancing the golfing experience for players worldwide through cutting-edge technology products and exceptional customer...


  • Manchester, United Kingdom Douglas Scott Legal Recruitment Full time

    Client Services Executive Manchester City Centre Leading Law firm My client is a leading law firm in Manchester City Centre and are a top law firm to work for. They are looking for a Client Services Executive to join the Client Services team in the Manchester office, based in Spinningfields. The Client Services team act as a liaison between new clients...