Client Service Executive Ifa Administrator

1 week ago

Edinburgh, United Kingdom IDEX Consulting Ltd Full time

Idex Consulting have a new opportunity for an Client Service Executive to join a highly wealth management team in Edinburgh.
The role of the Client Service Executive (CSE) is client and Adviser service focused.
**RESPONSIBILITIES**
- Managing leads with the Client Relationship Management (CRM) system
- Accurate and timely client data entry onto the system and third party platforms/systems to specified Service Level Agreements
- Ongoing client communication regarding meetings, arranging appointments, diary management and processing of client queries and instructions - be that directly or by referring to the relevant team, as appropriate
- Preparing meeting packs, annual review packs and valuations for client appointments
- Call management/client contact
- Ensuring all new business and centralised servicing queries are directed to the relevant team to be processed within set SLAs
- Document management - ensure documentation is scanned, saved and archived in accordance with department operating procedures
- General ad hoc duties as required by the Practice or assigned by the Client Service Manager
- Liaising and working with colleagues within the Practice to ensure success and operational efficiency and profitability
- Ability to demonstrate an understanding of the regulatory framework relevant to the role, whilst practising effective risk management taking account of outcomes for clients

Diploma is not required.

In return you will receive a really competitive salary and join a well-run business with great job satisfaction.

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For fullinformation on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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