Client Servicing Executive
24 hours ago
Jackson Hogg is excited to be recruiting a Client Servicing Executive for a fantastic client in Newcastle.
This role entails maintaining regular contact with an existing client bank and adding value to the organisation and clients, assisting with their various needs including reconfirming suitability of existing investments and strategies.
**Responsibilities**
- Maintaining client satisfaction and relationships
- Conducting periodic suitability reviews over the phone and in person
- Producing suitable recommendations
- Seeking out new opportunities to assist clients
- Generating referrals
- Generating testimonials
- Keeping up to date with financial products and legislation as well as ensuring technical knowledge is maintained
- Comply with FCA, Compliance Department, Treating Customers Friendly, Anti Money Laundering and other regulations
- Assist with good customer outcomes and with particular reference to the 5 FCA conduct rules
- Any other client servicing duties as may reasonably be required
**Qualifications and Experience**
- A minimum of five passes towards CII Level 4 Diploma and preferably beyond this, working towards Chartered status
- Excellent interpersonal skills and the ability to build and maintain client relationships
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