Client Services Executive

Client Services Executive

Hybrid (Mostly home based)

£30,000 - £34,000

Our Client, a Top 20 UK Accountancy firm are looking for a Client Services Executive to join their financial advisory team on a permanent basis. This is an excellent opportunity to join a well respected, top accountancy firm who put their staff at the forefront of all they do. With an excellent hybrid working policy, work life balance is of huge importance and their benefits on offer are exemplary. If you would like to be part of one of the UK's longest standing accountancy practices who offer top level learning and development support and twice yearly salary reviews - this could be the role for you!

The Client Services Executive will be providing private client and corporate administration support service to a team of advisors and clients. You will be continually providing a high-quality service to the advisors and clients in the processing of new business and the ongoing servicing of existing clients.

Some of the responsibilities of the Client Services Executive include:

• Processing of new business and documentation in accordance with the agreed service and quality standards.
• Preparing for adviser/client appointments including collation of meeting packs, obtaining quotations, illustrations.
• Point of contact for clients, to liaise on behalf of appointed adviser/s.
• Dealing with client queries, taking the appropriate action to ensure the query is dealt with in a timely and effective manner.
• Inputting and ongoing maintenance of data on internal systems ensuring the information is accurate and up to date.
• General administration, ensuring the client service is of a high standard.
• Dealing with advisor charge, fees and commission enquiries.
• TCF - Treating Customers Fairly - to pay due regard to the interests of our clients and treat them fairly in line with our TCF Mission Statement.
• FCA Obligations - to operate within the Firms own designated compliance procedures and the relevant FCA rules.
• Provide support to the Client Service Manager.

Client Services Executive - What we are looking for.

• Experience working in an administration role within the financial services industry, preferably IFA or Wealth Management.
• Mortgage administration and new business processing experience preferable
• 5 GSCEs or equivalent. A-level / BTEC National qualifications desirable.
• Good communication skills, both oral and written.
• Good working knowledge of Microsoft Office.
• Strong planning and organisational skills, having the ability to organise and prioritise workloads.
• To be adaptable within an ever-changing environment with the ability to work to tights deadlines.

Client Services Executive - What's in it for you.

• The opportunity to work for a well established and growing company
• Generous Annual Leave Allowance
• Excelling work life balance
• Private Healthcare

May & Stephens Ltd is acting as an Employment Agency in relation to this vacancy.