Client Experience Specialist
5 hours ago
Foster Denovo is a leading financial services company with a strong presence in the UK. With over 120 financial advisers and 250 employees across eight offices, we offer exceptional advice and service to our clients, advisers, and employees.
Our CultureWe pride ourselves on our open, mutually supportive, and knowledge-sharing culture. This has created a space for our employees to think differently and provide the best possible service to our clients.
The RoleWe are seeking a highly organized and communicative Client Experience Executive to join our team. The successful candidate will provide a 5-star level of service to our corporate clients, employees, client relationship executives, and partners.
The key responsibilities of this role include:
- Working with HR teams to organize pension meetings and presentations for employees
- Preparing adviser admin and presentations within agreed timescales
- Monitoring mailboxes for client and employee queries
- Obtaining valuations, contribution breakdowns, and new joiner information from clients
- Building relationships with clients to ensure they feel comfortable asking for help
- Setting up workflow in Intelligent Office to manage workload
- Sending regular communications and updates to corporate clients
- Producing invoices and chasing outstanding payments
- Assisting with monthly MI production and maintaining central spreadsheets
Foster Denovo offers a comprehensive benefits package, including:
- 25 days holiday (increasing by an additional day per annum up to 30 days)
- Pension matching up to 7.5%
- Life assurance and income protection
- Financial advice and knowledge sharing
- Interest-free season ticket loans, eye care, and childcare vouchers
- Shopping discounts benefits portal
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