Naukrijobs UK
Register
London Jobs
Manchester Jobs
Liverpool Jobs
Nottingham Jobs
Birmingham Jobs
Cambridge Jobs
Glasgow Jobs
Bristol Jobs
Wales Jobs
Oil & Gas Jobs
Banking Jobs
Construction Jobs
Top Management Jobs
IT - Software Jobs
Medical Healthcare Jobs
Purchase / Logistics Jobs
Sales
Ajax Jobs
Designing Jobs
ASP .NET Jobs
Java Jobs
MySQL Jobs
Sap hr Jobs
Software Testing Jobs
Html Jobs
IT Jobs
Logistics Jobs
Customer Service Jobs
Airport Jobs
Banking Jobs
Driver Jobs
Part Time Jobs
Civil Engineering Jobs
Accountant Jobs
Safety Officer Jobs
Nursing Jobs
Civil Engineering Jobs
Hospitality Jobs
Part Time Jobs
Security Jobs
Finance Jobs
Marketing Jobs
Shipping Jobs
Real Estate Jobs
Telecom Jobs

Client Executive

Job LocationBirkenhead
EducationNot Mentioned
SalarySalary negotiable
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time or part-time

Job Description

The Client Services Administrator will play a pivotal role in ensuring the seamless delivery of client outcomes by developing and maintaining strong relationships with clients and internal stakeholders. This role involves shadowing colleagues initiallyto gain familiarity with the responsibilities, followed by taking ownership of client administration tasks and ensuring adherence to operational processes.Key Responsibilities:* Shadow colleagues during the initial months to gain insights into the role.* Develop and maintain relationships with clients and business stakeholders to understand client requirements and deliver desired outcomes.* Monitor and report on Annual Percentage Rate (APR) and Asset Allocation Model (AAM).* Manage the end-to-end client lifecycle administration process to ensure efficiency and timely client experiences.* Act as the primary liaison between investment teams, operations, and other stakeholders, keeping all parties informed for optimal client outcomes.* Ensure compliance with the RIM Operating Model for all client lifecycle processes.* Support the investment team in gathering client suitability information and producing client summaries/welcome letters.* Collaborate with teams to develop and share best practices.* Serve as a primary point of contact for client administration queries.Knowledge & Experience:* Knowledge of regulatory environment in financial services.* Understanding of provided products and services.* Experience in similar roles within financial services, managing end-to-end administration processes.* Experience in managing administrative staff (preferable).* Client-facing experience (preferable).* Proficiency in Excel.* GCSE grades A-C or equivalent in English and Maths.

APPLY NOW

Client Executive Related Jobs

© 2019 Naukrijobs All Rights Reserved