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Client Services Executive

Page Personnel Finance
Job LocationLondon
EducationNot Mentioned
Salary£30,000 - £35,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

The Client Services Executive role involves providing administrative support to financial advisers within a client services team, focusing on tasks such as generating reports, managing client communications, and preparing investment paperwork.Client DetailsThe client is a forward-thinking financial planning business based in the City of London. They offer telephone-based services to retail clients throughout the UK.Description

  • Create client opportunities for annual reviews on the CRM system.
  • Generate investment review reports on provider platforms and send them to clients.
  • Input investment details into the CRM system, generate and check annual review report figures, and send them to clients.
  • Manage client appointments over the phone and handle non-advice queries and issues.
  • Handle incoming email enquiries from clients.
  • Prepare investment transfer paperwork, liaise with clients for signatures, and submit to relevant providers.
  • Manage general provider enquiries, including policy status, fund choices, and tax codes.
  • Obtain policy information from providers, input details into the CRM system, and compile detailed policy analysis notes for advisers.
ProfileThe successful candidate will have experience as a client services executive or a similar role, paired with strong attention to detail. Proficiency in MS Office and CRM systems, excellent communication skills, and strong technological aptitude are essential.Job OfferThe opportunity to become a client services executive for a growing financial services provider based in the City of London. There is a potential to earn monthly bonuses and progress your career.Required skills
  • Attention to Detail / Communication Skills / Fast-Learner

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