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Client Service Executive

IDEX Consulting Ltd
Job LocationCoventry
EducationNot Mentioned
Salary24,000 - 28,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

The BusinessThe businesses true belief is that everyone should think ahead, have a financial plan and invest wisely. provide a complete financial planning and investment service to professionals, business owners, retirees and other high net worth individuals, and multi-assetmanagement to financial advisers, trustees, consultants, family offices and charities.Today, the business employs over 3000 employees and continues to grow.Role OverviewThe role of CSE supports Advisers and clients alike in their goals offering Adviser and client support for new business and client servicing.KEY RESPONSIBILITIES

  • Managing leads with the Client Relationship Management (CRM) system
  • Accurate and timely client data entry onto CBAM and third party platforms/ systems to specified service level agreements
  • Ongoing client communication regarding meetings, arranging appointments and diary management
  • Preparing meeting packs and valuations for client appointments
  • Call management/ client contact
  • Handling and administration of incoming and outgoing communications covering all aspects of client instruction with respect to their portfolios, general enquiries and advice related documentation
  • Checking new business paperwork, banking cheques, scanning and archiving documents
  • Facilitation of new business to Platform and Off-Platform administration teams, from submission to completion
  • Managing cash balances and cash movements including raising invoices for advice fees and chasing for payment
Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For fullinformation on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Keyskills :
IFA SupportIFA AdminIFA AdministratorIFA AdministrationClient support

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