Client Services Executive

6 months ago

Bury, United Kingdom Square Peg Associates Ltd Full time

**Role Profile**:
Our client is a local, well established business located in the heart of Bury. As a **Client Services Executive**, you will be responsible for managing the administration of a portfolio of client investments. Your primary focus will be on providing exceptional service to the companies valued clients.

**Benefits and Hours**:

- **Working Hours**: 9-5 Monday to Friday (Office Based)
- **Perks**: Free parking, a supportive office environment.
- **Pension Scheme**: Enjoy the benefits of our company pension scheme.
- **Working Environment**: Luxury office and working environment

**Key Responsibilities**:

- **Process Letters of Authority**: Efficiently handle letters of authority related to client accounts.
- **Data Gathering and Summaries**: Gather relevant data and prepare concise written summaries for our advisers.
- **Client File Preparation**: Organize and maintain client files, ensuring they are up-to-date and accurately recorded in our systems.
- **Member Cases and Calculations**: Work on member cases, performing both manual and automated calculations as needed.
- **Client Interaction**: Answer member queries promptly and liaise directly with clients to address their needs.
- **Pensions Administration**: Perform pensions calculations, both manually and using computerized systems. Enter pensions data and handle inquiries efficiently.
- **Database Maintenance**: Ensure accurate data input into our databases.
- **Reporting and Documentation**: Generate reports and illustrations as required by our clients. Assist in due diligence checks and research.
- **Client Requirements Processing**: Collaborate with clients and third parties to process client requirements. Send out necessary forms and follow up on their return.
- **Client File Support**: Assist in preparing client files and presentations. Support the paraplanning and adviser teams in updating scheme documents and fee agreements.
- **Fee Management and Risk Renewals**: Handle fee receipts and manage group risk renewals.
- **General Office Administration**: Provide telephone answering services and other general office support.

**Qualifications And Skills**:

- **Industry Awareness**: A basic understanding of the financial services sector would be advantageous.
- **Pensions and Group Risk Exposure**: While direct experience is not mandatory, an interest in occupational pensions administration and group risk management is desirable.
- **Strong Communication Skills**: Effective communication is key. We value individuals who can build positive relationships with clients and colleagues.
- **Analytical Aptitude**: You don't need to be a financial expert, a foundation of technical knowledge related to pensions would be beneficial.
- **Tech-Savvy**: Proficiency in Microsoft Office, especially Excel, is important for this role.
- **Organisational Skills**: Being methodical and organised helps ensure smooth operations.
- **Team Player**: Collaboration is at the heart of this role. Our client is looking for someone who thrives in a team environment.
- **Time Management and Adaptability**: The ability to work under pressure and meet deadlines is essential.
- **Independent Work Ethic**: While you'll receive support, you should be comfortable working with mínimal supervision.

**Join this dynamic team and contribute to the continued growth If you’re an ambitious individual with a passion for your work, we’d love to hear from you.**

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

**Salary**: £20,000.00-£35,000.00 per year

**Benefits**:

- Company pension
- Free parking
- On-site parking

Work Location: In person

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