Client Services Executive

Job Location	Warwickshire, West Midlands (Region)
Education	Not Mentioned
Salary	20,000 - 22,000 per annum
Industry	Not Mentioned
Functional Area	Not Mentioned
Job Type	Permanent, full-time

Job Description

We are currently looking for a Client Services Associate to work within a national investment group based in Solihull.Up to £22,000 dependent on experienceWe are looking for someone who has worked in a client service or sales administration role, to be responsible for providing investor services for the companys products. We are looking for someone who is a quick learner who will be able to quickly gain agood understanding of tax efficient funds (EIS and VCT) and the companys investment strategy.You will be maintaining positive ongoing relationships with existing clients and take ownership for any queries, whether that be calls, email or written enquires in a timely manner. We are looking for someone with excellent organisational skills and excellentcustomer service experience as your will be required to follow up with clients and keep them information.Key Skills

Previous experience in a client service or sales administration role
Ability to learn new skills easily
Highly organised and ability to multi-task
Excellent attention to detail
Great written and verbal communication skills
Personable, with an excellent telephone manner - with the ability to speak to a wide range of people and professionals
Excellent experience with Microsoft Office (Work, Excel and experience with databases)

Nice to have Skills

Knowledge of tax efficient investments and/or financial services

Interested Please contact Emma Stevens now on or email your CV

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