Customer Service Executive
2 days ago
Customer Service Executive
Permanent
Edinburgh
Meraki Talent’s Financial Planning/Advice client are looking for a Client Service Executive to join their team in Edinburgh.
Responsibilities:
- Assist the IFA’s in managing client relationships, processing new business applications, gathering required documentation, and maintaining accurate client records.
- Prepare client review packs, reports and presentations to ensure accurate and timely information is available for client meetings.
- Making client Appointments
- Typing up Client Factfinds
- Ensure client data is accurate and up to date on the CRM system
- Dealing with clients over the telephone and email
- Ensuring client files are compliant with FCA guidelines
Background:
- Previous experience working in a customer service or administrative role within the financial services sector.
- Excellent organisational skills with the ability to manage multiple tasks and prioritise effectively.
- Strong attention to detail and accuracy in data entry and documentation.
- Proficient computer skills, including MS Office Suite and CRM software.
- Exceptional communication and interpersonal skills, with the ability to build rapport with clients and colleagues.
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