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Client Services Executive

Faith Recruitment
Posted 14 hours ago, valid for 23 days
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鈥檚 services as part of the process. By submitting this application, you agree to Reed鈥檚 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 based in Weybridge is seeking an administrator with at least 1 year of experience in financial services.
  • The role offers a vibrant working environment and a quick career progression path, along with outstanding benefits including 25 days of holiday, which increases to 30 with service.
  • Additional benefits include a generous pension, income protection, and a season ticket loan.
  • Key responsibilities include organizing meetings, building presentations, providing client support, and maintaining client portfolios using in-house systems.
  • RO1 qualifications or similar are desired, and candidates should possess excellent verbal and written skills, attention to detail, and a good understanding of salary sacrifice and pensions.

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 you will receive outstanding benefitssuch as: 路 25 days holiday + Bank rising to 30 days with each year of service, 路 Generous pension.路 Income protection, 路 Season ticket loan and many more.

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

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

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

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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鈥檚 services as part of the process. By submitting this application, you agree to Reed鈥檚 Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.