Client Support Executive

5 months ago

Salford, United Kingdom Frenkel Topping Full time

Frenkel Topping is an independent financial adviser specialising in providing advice and expert services to those seeking damages for personal injury and medical negligence. For more than 30 years we have worked with people who’ve suffered life-changing injury or illness and are trying to rebuild their lives in the most challenging of circumstances. Often after an injury, a person is unable to work and it can be some time until a case is settled, leaving them financially vulnerable for potentially long periods of time.

We are proud of our reputation for delivering the highest levels of service, expertise and advice to clients and are keen to attract talented people who share this approach and wish to develop their career with us.

We are seeking to recruit a full-time Client Support Executive (CSE) to join our experienced team.

**Purpose**:
The main purpose of this role is to support our Consultants to provide an exceptional client journey both as they engage with us or as an existing client.

The CSE will build a relationship with our clients to ensure that they feel supported, whatever stage of their investment or financial advice journey they may be on, working closely with bother the Commercial and Client Relationship teams.

**Key responsibilities**:

- Providing 1-2-1 (or 1-2) support for Consultants.
- Building relationship with Consultant's clients and keeping them updated of progress in any area in which we are supporting them with.
- Overall responsibility for all client work from initial appointment to annual review, including:

- Report writing
- Packaging and business processing
- Generating tax information for Consultant to review
- Letters of authority
- Withdrawals
- Valuations
- General queries
- Weekly meetings with Client Relationship Team (CRT) to discuss workloads and any matters of attention.
- Provision of pipeline updates to Commercial team on a weekly basis.
- Liaising with Commercial team on work being undertaken or potential issues on cases for Joint Ventures (JV).
- Maintaining a good level of knowledge of the Centralised Investment Proposition.
- Maintaining data on Intelligent Office (IO) system for all clients and reviewing Consultant's client records to ensure these are kept accurate and up to date.
- Working with the Admin team to ensure that they are providing support where needed.

**Person specification**:
Knowledge and experience
- Experience in using standard MS office software products including Excel, Word and Outlook.
- Experience of providing administrative support in a busy office environment.
- Experience of providing excellent customer service,
- Experience in report writing - Desirable.
- Financial service experience - Desirable.

Skills and abilities
- Ability to communicate effectively with a wide range of people including legal representatives.
- Ability to prioritise and manage own workload.
- Ability to communicate effectively both orally and in writing.
- Have a key eye for detail and an exceptional level of accuracy when producing documents and inputting data.
- Ability to understand and interpret complex information.

Personal qualities
- Display self-motivation, drive and enthusiasm,
- Possess a flexible approach to work.
- Excellent telephone manner.
- A desire to support vulnerable clients.
- Hard working, enthusiastic and reliable.

Education and training
- Excellent verbal and written communication and numeracy skills.
- English and Maths GCSE at C or above, or equivalent.

**General responsibilities**:

- This job description is current at the date shown, but in consultation with you, it is liable to variation by management to reflect or anticipate changes in or to the job. It is expected the post holder will when required, undertake other duties commensurate with the post and salary grading if required.
- Duties may involve having access to information of a confidential nature that may be covered by the Data Protection Act, be commercially sensitive or relate to client information. In such circumstances, confidentiality must be maintained at all times in accordance with the company policies. If you are unclear at any time, please refer to your line manager.
- Undertake all reasonable personal development actively designed to support you in your role.

**And last but not least, what's in it for you?**
We are passionate about growth and aim to provide every employee with a clear development plan, with regular reviews that enable them to reach their career goals
Working within an expanding business with an ambitious growth strategy
Fantastic benefits including private healthcare, flexible working opportunities, cycle to work scheme, company events, employee recognition and more

Frenkel Topping Group is an equal opportunities employer that is committed to diversity and inclusion in the workplace.

Frenkel Topping Group is proud to be Disability Confident Committed. If you are invited to an interview, please let us know if you require any reason

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