- First point of contact for clients, providing life cycle advice
- Providing administration experience relating to financial products
- Ensuring client queries are responded too, within strict timescales
- Ensuring onboarding, transfers and payments are completed by the middle office function
- Gathering and reporting data for client review meetings
- Ensuring client administration is completed to set SLA’s and Investment Managers are kept up to date on the progress
- Gathering data for suitability reviews
Back to searchMeraki Talent are recruiting a Client Services Executive for a leading Investment Management firm in the heart of Birmingham.Working as part of an established team, you will be responsible for being the first point of contact for client enquiries, providing a first class client service.This role will require applicants to build and maintain relationships with Investment Managers as well as other parties, ensuring compliance with internal policies, procedures and regulatory frameworks.Key Duties;
Client Service Executive - Birmingham City
Meraki Talent Limited
Posted a month ago, valid for 11 days
Birmingham, West Midlands B27 6QS, England
£20,000 - £30,000 per annum
Full Time
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Sonic Summary
- Salary: Not specified
- Experience required: Must come from a Financial Services background, particularly in Investment or Wealth Management, with a proven track record in managing client administration process
- Working as a Client Services Executive for a leading Investment Management firm in Birmingham
- Responsibilities include being first point of contact for client enquiries, building relationships with Investment Managers, and ensuring compliance with internal policies and regulatory frameworks
- Permanent opportunity with hybrid working approach for added flexibility