Client Liaison Executive

4 weeks ago


Leeds, Leeds, United Kingdom Evelyn Partners Fund Solutions Limited Full time
Client Liaison Executive Job Summary

We are recruiting an experienced Client Liaison Executive to join our Account Services team at Evelyn Partners Fund Solutions Limited.

The successful candidate will be responsible for delivering exceptional customer service to external financial advisers by telephone and email. This includes responding to enquiries, processing information requests, and maintaining accurate records.

A competitive salary of £28,000 - £35,000 per annum is offered, commensurate with experience.

Responsibilities:

  • Respond to client enquiries and resolve issues efficiently.
  • Process information requests and maintain accurate records.
  • Communicate effectively with colleagues and clients to ensure seamless service delivery.
  • Meet performance targets and adhere to company policies and procedures.


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