Client Service Executive

6 months ago


Newcastle upon Tyne, United Kingdom Azets Full time

About us

Are you looking to take the next step on your journey? Do you want to be part of an international family whose vision is "To make their services smarter, more effective, and more personal every day"? If yes, then you could be our next investment At Azets, you're in control of your career and with our support this will make us even stronger, together.

Our motto when it comes to career development is "Your Journey, Your Voice, Your Success".

Azets is an award-winning leading firm of Accountants, Wealth Mangers and Business Advisers operating across the UK and the Nordics. We are a family of over 6,500 employees and work across over 80 offices in the UK alone.

Our Wealth Management team is growing in key locations across the UK and makes a fantastic partnership with accountancy where we can offer Tax advice and Wealth Management in the same office for our clients.

The role

As a Client Service Executive in our Wealth Management team, you will play a pivotal role in ensuring the smooth flow of business operations. Your primary responsibility will be to manage client inquiries, coordinate with various stakeholders, and facilitate the efficient completion of critical tasks. Your proactive approach and attention to detail will be crucial in mitigating bottlenecks and enhancing the overall client experience.

Key accountabilities

Client Interaction: Serve as the first point of contact for client inquiries, providing timely and professional responses. Actively listen to client needs, concerns, and requests, demonstrating empathy and understanding. Maintain strong client relationships by delivering exceptional service and addressing client issues effectively. Diary Management: Scheduling client meetings where appropriate. Task Coordination: Collaborate with all internal teams involved in the client journey to ensure tasks related to client accounts and portfolios are completed accurately and promptly. Monitor task progress and follow up with responsible parties to mitigate delays and bottlenecks. Prioritise and allocate tasks based on urgency and impact on client satisfaction. Client Onboarding and Documentation: Assist in the client onboarding process by collecting necessary documentation and information. Ensure all required paperwork is completed accurately and in compliance with regulatory standards. Work closely with the compliance team to verify client documentation and resolve any issues. Issue Resolution: Identify and address potential issues or discrepancies in client accounts promptly. Collaborate with the relevant teams to resolve issues efficiently, keeping the client informed of progress. Client Education: Educate clients on available services, products, and processes to enhance their understanding and confidence in our wealth management offerings. Provide guidance on account management, transactions, and reporting tools. Compliance and Regulatory Adherence: Stay informed about industry regulations and compliance requirements related to client accounts. Ensure all client interactions and processes adhere to these regulations.

Skills & experience

Proven experience in a client service or similar role within the financial services industry, preferably in wealth management. Strong understanding of financial products, investment vehicles, and wealth management processes. Excellent communication and interpersonal skills. Detail-oriented with strong organisational and problem-solving abilities. Ability to work effectively in a fast-paced, dynamic environment. Proficiency in using CRM and office software (e.g., Salesforce, Microsoft Office).

Other

Our benefits include hybrid & flexible working, birthday leave, professional exams and subscription and much more.



  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Aon Corporation Full time

    We're looking for an experienced Client Service Executive to join our team in Newcastle. As a key member of our Client Service Team, you will be responsible for delivering a high-quality, innovative client service to our clients.About the RoleYou will work closely with our Client Service Advisers and other stakeholders to ensure that our clients receive...


  • Newcastle upon Tyne, United Kingdom Azets Full time

    **About us** Are you looking to take the next step on your journey? Do you want to be part of an international family whose vision is "To make their services smarter, more effective, and more personal every day"? If yes, then you could be our next investment! At Azets, you're in control of your career and with our support this will make us even stronger,...


  • Newcastle upon Tyne, United Kingdom Digby Morgan Full time

    summary - _ newcastle upon tyne, north east_ - _ £24,000 per year_ - _ permanent_- specialism - graduate- sub specialism - business services- reference number - PR-1188816:NE:Z - job details - Client Relationship Executive - Communications, research and project management are all functions synonymous with the client we're representing. They're looking for...


  • Newcastle upon Tyne, United Kingdom Communications and Solutions Partners Group Full time

    Are you a dedicated professional with exceptional communication skills? We're seeking a Client Relationship Executive to serve as a primary point of contact for our valued clients, ensuring exceptional service and satisfaction. **Duties**: - Build and maintain strong relationships with assigned clients - Respond to customer inquiries and resolve issues in...


  • Newcastle upon Tyne, United Kingdom THE CONNECTED EVENT GROUP LTD Full time

    As a Client Relationship Executive, you will play a crucial role in managing and nurturing client relationships. Your primary responsibility will be to ensure client satisfaction and loyalty through effective communication, problem resolution, and exceeding expectations. You will collaborate with various teams to deliver exceptional service and contribute to...


  • Newcastle upon Tyne, United Kingdom THE CONNECTED EVENT GROUP LTD Full time

    As a Client Relationship Executive, you will play a crucial role in managing and nurturing client relationships. Your primary responsibility will be to ensure client satisfaction and loyalty through effective communication, problem resolution, and exceeding expectations. You will collaborate with various teams to deliver exceptional service and contribute to...

  • HR Director

    2 weeks ago


    Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Executive Network Group Full time

    About the RoleThe HR Director - Client-Focused Solutions position at Executive Network Group is a unique opportunity for an experienced professional to lead the execution of the people strategy within assigned business areas.This 3-day-per-week office-based role offers a competitive salary and bonus package, along with opportunities for career growth and...


  • Newcastle upon Tyne, United Kingdom Marsh Full time

    **Senior Client Executive - Corporate** **What can you expect?** We are looking for an experienced Senior Client Executive to join our Citadel Insurance Services team. You will be responsible for managing a shared portfolio of clients and advising them on all elements of their insurance needs. This portfolio consists of over 250 clients across a mix of...


  • Newcastle upon Tyne, United Kingdom One Utility Bill Full time

    **Permanent** **£22,000 | + £2.5k OTE** We are looking for a motivated and driven Partnership Success Executive to join our team! As a Partnership Success Executive, you will be responsible for the activity, retention and ongoing commitment of new, and existing partners of our business to business services, Notify and Fused Referrals. **A little bit...


  • Newcastle upon Tyne, United Kingdom Page Personnel Full time

    A new exciting Permanent Customer Service Executive Position in Newcastle! - Working for a reputable business within the Property Sector! **About Our Client**: Page Personnel have just registered a new exciting Permanent Customer Service Executive Position in Newcastle to work for a reputable business within the Property Sector! This would be an excellent...


  • Newcastle upon Tyne, United Kingdom Infotel UK Full time

    Infotel UK is a leading provider of IT services and solutions. We are currently seeking a talented and motivated IT Services Sales Executive to join our dynamic team. As an IT Services Sales Executive, you will be responsible for driving sales growth by identifying and acquiring new clients, while also maintaining strong relationships with existing...


  • Newcastle upon Tyne, United Kingdom Communications and Solutions Partners Group Full time

    Are you a people-oriented individual with a knack for sales and exceptional customer service skills? We're looking for a motivated Customer Sales Executive to engage with clients, drive sales, and ensure outstanding customer experiences **Duties**: - Provide exceptional customer service to clients in person - Answer customer inquiries and resolve issues in...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Executive Network Group Full time

    Executive Network Group is delighted to be partnering with a leading firm within the crane and heavy lifting equipment industry to present an opportunity to join their experienced engineering team as an Electrical Service Engineer.You will be part of a high-performing team delivering exceptional service to customers by inspecting, servicing, maintaining, and...

  • Sales Executive

    5 months ago


    Newcastle upon Tyne, United Kingdom Infotel UK Full time

    Infotel UK is a leading provider of IT services and solutions. We are currently seeking a talented and motivated IT Services Sales Executive to join our dynamic team. As an IT Services Sales Executive, you will be responsible for driving sales growth by identifying and acquiring new clients, while also maintaining strong relationships with existing...


  • Newcastle upon Tyne, United Kingdom BLOOMING PARTNERS LIMITED Full time

    Are you passionate about providing exceptional service and resolving customer inquiries? Join our team as a Customer Service Executive and become a vital part of our commitment to delivering outstanding customer experiences. **Responsibilities**: - Provide exceptional customer service to clients via various face to face channels - Answer customer inquiries...


  • Newcastle upon Tyne, United Kingdom CONNECTED L GROUP Full time

    Are you passionate about providing exceptional service and resolving customer inquiries? Join our team as a Customer Service Executive and become a vital part of our commitment to delivering outstanding customer experiences**.** **Responsibilities**: - Provide exceptional customer service to clients via various face to face channels - Assist customers with...

  • Account Executive

    1 week ago


    Newcastle upon Tyne, United Kingdom Aon Full time

    Insurance Client Manager (Northeast & Cumbria) We are Hiring! Aon's Northeast & Cumbria team welcomes your application for our Client Manager/Account Executive vacancy. Aon is currently recruiting for an experienced Client Manager/Account Executive to join our team, having delivered fantastic growth over the last 12 months, you will be part of a winning...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Version 1 Group Full time

    We are seeking a highly skilled Head of Client Success to join our team at Version 1 Group. In this role, you will be responsible for developing and executing strategies to drive client satisfaction and retention.About the RoleThe ideal candidate will have a strong background in client success management and a proven track record of success in driving...


  • Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom CV-Library Full time

    About the RoleWe are recruiting an Executive Vice President, Business Development to lead our Sales Team in Newcastle upon Tyne. As a key member of the leadership team, you will be responsible for developing and executing business development strategies to drive revenue growth and build strong client relationships.Your primary focus will be on building and...


  • Kingston upon Hull, United Kingdom Trans2 Performance Full time

    Trans2 Performance are a training and development company born out of a passion to make a difference. We understand that people are every business’s greatest asset and investing in their development is the key to ensuring your organisations success. Due to continued success and growth, we are looking for an **Client Service Executive** to join our talented...