- 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 searchClient Service Executive - Birmingham City
Meraki Talent Limited
Posted a day ago, valid for 23 days
Birmingham, West Midlands B27 6QS, England
£24,000 - £28,800 per annum
Full Time
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Sonic Summary
- Meraki Talent is seeking a Client Services Executive for a prominent Investment Management firm located in Birmingham.
- The role requires applicants to have a background in Financial Services, specifically in Investment or Wealth Management, along with experience in client administration.
- Candidates must be able to build and maintain relationships with Investment Managers and ensure compliance with internal policies and regulatory frameworks.
- This permanent position offers a hybrid working model and requires a proven track record of managing client queries and providing exceptional service.
- The salary for this role is competitive, and applicants should ideally have at least 2 years of relevant experience.
