Client Service Executive

Title: Client Service Executive

Location: Birmingham

Salary: Up to £33,000 (Negotiable on experience)

Reference Number: 8874

Recruit UK is working with an FTSE250 UK Wealth Management firm in Crawley to bring on a Client Service Executive to join their dynamic, friendly team in the Crawley office. This company approaches their work in an honest, forward-thinking manner to provide an expert service, bespoke to individual needs. They are leaders in the industry and with long-term goals at the core of their vision, they understand their employees underpin their success and reward hard work with attractive benefits.

The Role:

As a Client Service Executive, you will provide important support to advisers and their clients to provide a smooth client-centric service. This will include:

• Acting as Client Relationship Point of Contact
• Provide organised client communication relating to ongoing business and queries relating to portfolios
• Ensure new business queries are processed correctly
• Preparing meeting packs, annual review packs and valuations for clients
• Administration of client data, client documentation and new business paperwork onto back-office systems/platforms
• Assisting with ad hoc office duties
• Preparing for client appointments
• Call management/client contact

To succeed you will need:

• Previous financial services experience
• Excellent communication skills (written and verbal)
• Organised
• Strong attention to detail
• Self-motivated to learn and grow
• Ability to multitask
• Team player

Benefits:

• 25 days holiday (option to buy more)
• Life Assurance (x4 salary)
• Discretionary bonus
• Juicy company pension scheme (10% contribution)
• Private health insurance
• Employee Wellbeing Assistance programme
• Season Ticket Loan
• Share incentive scheme
• Access to financial advice
• Chance to work in the new Birmingham office
• Hybrid working opportunities

If this role is of interest to you please apply now and one of our consultants will be in touch if you are successful. If you haven’t been contacted in 7 days please note you have been unsuccessful.

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Financial Planning firm in Birmingham on a Client Service Executive role.

Our commitment to you:

Start every journey with a conversation to find out about you in-depth.

Provide honest feedback on where you fit in the jobs market.

Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.

Take a holistic mindfulness approach - career happiness is rarely just about the money.

Cover the whole of the UK with a local touch through our regional teams.

Never pester you.