Client Support Executive

2 weeks ago


Wakefield, United Kingdom Lime People Search & Select Ltd Full time

My client is a fast-growing Wealth Management / Financial Planning firm which provides professional, face to face financial advice to clients throughout the UK, founded by an experienced team with a passion for excellent client experience and effective servicedelivery.

We are looking to recruit a Client Support Executive. In this position you'll be responsible for the smooth and efficient delivery of the Adviser Support process and Client Services Charter. Providing a responsive administrative, organisational, and logísticalservice to multiple Financial Advisers.

**Specific duties of the role include**:

- General office administrative duties
- Opening new cases on CMS and iBusiness
- Updating CMS and iBusiness with client details
- Processing Letter of Authority’s with Providers
- Submitting requests for information
- Requesting Investment valuation updates
- Adviser pipeline management
- Client Service Charter administration
- IAF & OAF queries
- Provide regular updates to Financial Adviser about case progression
- Adviser diary management
- Booking Client Appointments
- Build a lasting relationship with all Clients and Stakeholders



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