Executive and Engagement Officer

2 days ago


South East England, United Kingdom Davies - Consulting Division Full time
Job Description

Client Services Executive Team

Davies Consulting (on behalf of our client, a large wealth manager)

This is a 6-month contract paying c£250 p/d for CSE, c£300 for Senior/SME CSE and c£375 for Team Leader

We are seeking highly organized and detail-oriented Client Services Executives to support a significant Part VII transfer of the wealth management business for our client.

Key Responsibilities
  • Support the Communications Hub in conducting extensive outreach to approximately 2,000 clients regarding the Part VII transfer.
  • Address client queries related to the transfer, ensuring all responses are succinct, accurate, and in line with approved messaging from the business and Legal teams.
  • Manage client complaints and formal objections to the Part VII transfer, providing timely and effective resolutions.
Helpline Management

Assist in establishing and managing a Scheme helpline dedicated to handling client queries, complaints, and objections.

Help maintain a flexible team workflow to adapt to client behaviour and call volume variations.

Coordinate with Relationship Managers (RMs) to ensure seamless client service, even if RMs reach out directly.

Support the setup and maintenance of appropriate Scheme telephony technology, including freephone numbers, call recording, and call-based Management Information (MI).

Proven experience in investment administration/ Client Services or a similar role within the wealth management industry interacting with RMs and HNWI directly.

Proficiency in using telephony systems and technology for client service operations.

Problem-solving skills and the ability to handle client complaints and objections professionally.

Familiarity with wealth management systems and processes.



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