Corporate Client Liaison Specialist

7 days ago

London, Greater London, United Kingdom Foster Denovo Full time
About the Role

Foster Denovo is a leading financial services company that provides exceptional advice and service to its clients, advisers, and employees. We are seeking a highly skilled and experienced Client Experience Executive to join our team.

Key Responsibilities
  • Client Relationship Management: Develop and maintain strong relationships with corporate clients, their HR teams, and other stakeholders to ensure exceptional service delivery.
  • Pension Meeting Coordination: Organize and coordinate pension meetings and presentations for clients' employees, using Outlook calendars and ScheduleOnce to secure adviser resource and facilitate bookings.
  • Administrative Support: Prepare and process pre- and post-meeting/administration, including preparing presentations from approved decks of templated slides.
  • Communication and Updates: Send regular communications and updates to corporate clients, including producing invoices and chasing outstanding payments.
  • Workflow Management: Set up and manage workflow within Intelligent Office to streamline tasks and ensure efficient workload management.
  • Continuous Improvement: Participate in training, competence, and development initiatives to maintain Fit & Proper and TCF requirements.
What We Offer
  • Competitive Salary and Benefits: Foster Denovo offers a competitive salary and benefits package, including 25 days' holiday, pension matching, life assurance, and income protection.
  • Opportunities for Growth and Development: We provide opportunities for growth and development, including training and development initiatives to support your career progression.
  • Collaborative and Supportive Culture: Our open, mutually supportive, and knowledge-sharing culture creates a collaborative and supportive environment that fosters innovation and excellence.

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