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**FINANCIAL SERVICES ADMINISTRATOR***
Do you have experience working within a financial services environment?
Do you have excellent record keeping, reporting and admin capabilities?
Are you pro-active, able to multitask and have excellent attention to detail?
Overall Summary
The role of the Client Service Executive (CSE) is client and adviser service focused. It is the CSE’s responsibility to ensure client on-boarding and ongoing service queries are managed efficiently and in a timely manner.Â
Main responsibilities would include...
- Managing leads with the Client Relationship Management (CRM) system
- Accurate and timely client data entry onto third party platforms/systems to specified Service Level Agreements
- Adherence to Client Service procedures
- Ability to demonstrate an understanding of the regulatory framework relevant to the role, whilst practising effective risk management taking account of outcomes for clients.
- Ongoing client communication regarding meetings, arranging appointments, diary management and processing of client queries and instructions - be that directly or by referring to the relevant team, as appropriate
- Preparing meeting packs, annual review packs and valuations for client appointments
- Call management/client contact
- Ensuring all new business and centralised servicing queries are directed to the relevant team to be processed within set SLAs
- Document management - ensure documentation is scanned, saved and archived in accordance with department operating procedures
- General ad hoc duties as required by the Practice or assigned by the Client Service Manager
- Liaising and working with colleagues within the Practice to ensure success and operational efficiency and profitability
Apply today or send your CV to and we will be in touch asap to discuss further.
