Home
Birmingham
Financial planner
Client Service Executive

Client Service Executive

Meraki Talent Limited

Posted 9 hours ago, valid for 3 days

Birmingham, West Midlands B27 6QS, England

£24,000 - £28,800 per annum

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

Meraki Talent is seeking a Client Service Executive for a permanent, full-time role in Bristol with a competitive salary and benefits package.
The role involves being the primary contact for client inquiries and collaborating with the investment management team to provide exceptional service.
Key responsibilities include managing the client life cycle, building relationships with clients and stakeholders, and assisting investment teams with documentation.
Candidates should have experience in a financial services environment, excellent communication skills, and the ability to manage their workload effectively.
A minimum of two years of relevant experience is preferred for this position.

Client Service ExecutivePermanent, Full-timeBristol Meraki Talent is partnered with a leading financial services firm to appoint a Client Service Executive. This permanent, full-time appointment is based in Bristol and offers an excellent salary and benefits package.The purpose of the Client Service Executive is to be the main point of contact for client enquiries and work directly with the investment management team to deliver excellent service.Duties

End-to-end management of client life cycle processes
Developing and maintaining relationships with clients and business stakeholders.
Understand client requirements and support the investment teams with documents such as financial questionnaires.

Suitable candidates must have:

Experience working in a financial services environment for example client services or investment operations
Excellent communication skills
The ability to manage one's own workload
An ambitious and growth mindset

Apply NowIs this a job for you? Jennifer wants: Financial services, Client Services, Investment Management, Investment Operations'By submitting your information, you confirm you have read and understood our Privacy Notice which outlines how we use information we collect about you.”Please see our website page headed ‘Privacy Notice’ for an explanation about how we use the information we collect about you

Apply now in a few quick clicks

Client Service Executive

Financial Planner

Senior Independent Financial Adviser

Financial Planner