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Client Services Executive

Faith Recruitment
Posted a day ago, valid for a month
Location

Weybridge, Surrey KT130BZ

Contract type

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

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  • An award-winning multi-location professional services company in Weybridge is seeking an Administrator with at least 1 year of experience in financial services.
  • The role offers a vibrant work environment and opportunities for a quick and progressive career path.
  • Key responsibilities include organizing meetings, providing client support, and managing invoicing and payments.
  • The position offers a salary of £25,000 and includes benefits such as 25 days holiday, a generous pension, and income protection.
  • Candidates with RO1 qualifications or similar, excellent Excel skills, and strong relationship-building abilities are highly desired.

An award winning multi location professional services company based in Weybridge are looking for anAdministrator that has experience in financial services and would like to work in a company that will nurture yourtalents and help you strive towards your career goals. You will have the opportunity to follow a quick andprogressive career path and as well as working in a vibrant environment.

Benefits include:

  • 25 days holiday + Bank rising to 30 days with each year of service
  • Generous pension
  • Income protection
  • Season ticket loan

Responsibilities:

  • Work with the client to provide information for meetings
  • Organise meetings and build presentations
  • Collate information to provide quotes
  • Be the first point of contact for the client and build a strong relationship ensuring communication is timely
  • Use inhouse system to record all activity and information for the client portfolio
  • Provide support to directors and managers
  • Raise invoices and chase payment where needed
  • Use Excel spreadsheets to log data

Skills required:

  • Have at least 1 year experience in Financial Services
  • RO1 qualifications or similar (desired)
  • Have great attention to detail
  • A good user of Excel
  • Have a good understanding of salary sacrifice and pensions
  • Have excellent verbal a written skills.
  • Be a natural relationship builder

For more information on this fantastic opportunity please contact Ellie at Faith Recruitment

Apply now in a few quick clicks

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.