Client Services Executive

This Client Services Executive job in Bromsgrove provides
opportunity to join a well established IFA firm and focus on providing
excellent client liaison and relationship management support

You will be assisting their Financial Advisors with
administrative and technical support, ensuring clients receive the right
outcomes and great service. Your responsibilities will include:

• Client liaison – acting as the first point of
  contact for client queries
• Relationship management – working closely with
  the Financial Advisors to identify upcoming and outstanding tasks and see them
  through to completion, keeping the client and IFA informed throughout
• Liaising with providers – chasing outstanding
  client requests
• Administration support – provide technical and
  administrative support, such as preparing client documents, liaising with the
  Paraplanners and submitting new business cases
• Maintaining accurate client data – keeping the
  systems up to date at all times

Our client are big advocates for internal development and
progression and will support you with access to training and ways to develop,
including paying for your professional qualifications.

Client Services Executive Requirements

• You
  should have experience within a similar financial services support role
  with good knowledge of platforms
• You
  should have experience with some platforms and financial products such as
  pensions, investments and pensions
• You
  should be comfortable using Microsoft Office and industry related software
• You should
  have GCSEs in English and Maths at grade C / 5 or above

Client Services Executive Benefits

• Salary
  of £32,000 – £36,000
• 3
  days office based in Bromsgrove and 2 days from home
• Varied
  working times available of 8am – 4pm, 9am – 5pm or 10am – 6pm to suit your
  schedule
• Plus
  comprehensive benefits including, contributory pension scheme, DIS,
  discretionary bonus after full year’s service, option to buy and sell
  holiday, plus birthday off and additional holiday days for long service,
  Christmas and summer parties, health and wellbeing resources, shopping
  discounts
• The
  business is committed to professional development for their team and will
  be open to facilitating your career plans

Locations

Bromsgrove

Call us
now on 0208 0044 154 or click Apply

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