Client Services Executive

5 hours ago


Derby, United Kingdom Carlton Mays Full time

**Client Services Executive | Derby | £20,000K - £28,000K DOE**

We are seeking a Client Services Executive for our Financial Services client based in Derby.

Our client is seeking a motivated, confident team player to join their friendly team on a full time, permanent basis. You will be assisting the Financial Advisers and wider team to provide an outstanding service to all clients in this heavily regulated environment.

**Duties include**:

- Making and receiving calls, being the first point of contact
- Accurately updating the client database
- Taking ownership of queries and recognising when they need to be escalated
- Providing exceptional customer service to the client
- Liaising with third party's to obtain Letters of Authority, other information and documentation
- Preparing packs for the Advisers for client meetings

**The person**:
You will be a highly motivated individual who is not afraid to roll up their sleeves and contribute to the overall success of the team.

Previous experience within a Financial Services environment is preferable but applicants with transferable skills from a similar, regulated background will be considered.

Full training will be provided and support to develop your career is available.

**Job Types**: Full-time, Permanent

**Salary**: £20,000.00-£28,000.00 per year

**Benefits**:

- Company events
- Company pension
- Employee mentoring programme
- Financial planning services
- Free parking
- Gym membership
- On-site parking

Schedule:

- Day shift
- Holidays
- Monday to Friday
- No weekends

Supplemental pay types:

- Bonus scheme

Work Location: In person

Reference ID: TFLin



  • Derby, United Kingdom Alphageek Full time

    Role type Full-Time Starting salary £22,000 Flexible working Yes Posted on 29 May Are you a pro at building relationships and keeping things running smoothly? We’re on the lookout for a Client Success Executive who’s a master at communication and organisation. In this role, you’ll be responsible for ensuring our clients’ needs are met and...

  • Client Executive

    1 week ago


    Derby, Derbyshire, United Kingdom Marsh Full time

    We are seeking a talented Client Executive to join our Commercial team where you will lead a multi-disciplined client team to deliver comprehensive insurance and risk management support to our clients and prospective clients. We will count on you to: Manage a portfolio of complex clients. Develop an understanding of the clients' business strategic...


  • Derby, United Kingdom nurtur.group Full time

    **nurtur. tech** is a diverse group of SaaS software brands focused on generating revenue, demonstrating ROI, utilising data to programmatically determine decisions, an industry leader in Insights and a champion of best practice and innovationwithin the sector. This enables our customers to automate manual processes and focus on their customers, which in...


  • Derby, United Kingdom nurtur.group Full time

    Brief Your Market Part of nurtur. group are looking for Digital Marketing Specialist for one of its nurtur. tech brands. nurtur.group specialises in providing digital services and technology to the property industry and is a leading revenue-generating partner for property professionals. nurtur. group acquired BriefYourMarket and were a multi award-winning,...

  • Service Engineer

    59 minutes ago


    Derby, United Kingdom CW Executive Search Ltd Full time

    Job Role As a Service Engineer, you will be responsible for the maintenance, servicing, and repair of fire and security systems across a variety of sites. You will work closely with the Service Manager and support teams to ensure all systems remain compliant, reliable, and fully operational. This role requires solid technical knowledge, excellent...


  • Derby, Derbyshire, United Kingdom Equifax Full time

    Our Senior Client Service Manager ensures the day to day relationship and services we provide to our clients is best in class, managing multiple clients with changing demands, working strategically across the organisation to deliver the best outcomes What You'll Do Manage and develop positive relationships with our strategic clients within a team...

  • Marketing Executive

    2 days ago


    Derby, United Kingdom Office Angels Full time

    Marketing Executive - Derby | Professional Services Do you have a passion for creative content, organisation, and all things marketing? Are you looking to develop your career in a dynamic and supportive professional services environment? We are seeking a proactive and versatile Marketing Executive to join our Derby office. This is a fantastic opportunity...


  • Derby, United Kingdom Simpson Judge Full time

    Private Client Solicitor / Legal Executive Full-Time | Permanent | Rewarding Client-Focused Role Are you passionate about helping individuals and families plan for the future with confidence and peace of mind? We are seeking a skilled and compassionate Private Client Solicitor or Legal Executive to join a well-established Wills & Probate team, supporting...

  • Sales Executive

    3 weeks ago


    Derby, United Kingdom Right Legal Group Careers Full time

    Sales Executive Helping clients protect what mattersLocation: Derby | Salary: £23,810 Per Annum + Attractive commission schemeAbout Us Redefining the Future of Legal Services At Right Legal Group, we are reshaping legal services to be clear, accessible, and truly client-focused. Traditional legal processes can feel overwhelming, but our mission is to...


  • Derby, United Kingdom Arnold Clark. Full time

    Job DescriptionWe're currently looking for Customer Service Executives to create an outstanding customer experience in our brand new Derby Motorstore and help customers get excited about our products.Why choose us?33 days' holiday allowance with room to growGenerous retail discountsPrivate healthcareSimplyhealth - all employees have access to a GP 24/7 and...