Senior Client Services Executive - Hertfordshire

Wealth Management
Ref: 532 Date Posted: Monday 19 Apr 2021
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Our client is a very well established, very highly rated national IFA/Wealth Management company, with regional offices across the UK. A vacancy has now arisen at their office in Hertfordshire for a Senior Client Services Executive.

This role will suit candidates who can demonstrate strong Administration/Customer Services experience in Financial Services/Wealth Management, who wish to progress to a higher level. Full training will be provided, where necessary. The firm offers a very friendly, supportive working environment and opportunities for personal development & career progression are superb.

As the company provides whole of market advice to its clients, it deals with a large number of Wealth Management product providers and the work is therefore very varied & interesting.

Key responsibilities include:

  • Communicating with clients via phone & email for various purposes e.g. resolving queries, obtaining fund values, completing application forms etc.
  • Writing and issuing reports to clients
  • Building strong & trusted relationships with clients
  • Communicating via phone & email with different product providers for various purposes e.g. progress chasing applications etc.
  • Managing the in-house back office/CRM system
  • Executing business submissions to product providers
  • Executing annual reviews for clients
  • Preparing packs for client meetings
  • Diary management

Candidate profile:

  • Strong Administration/Customer Services experience in Financial Services/Wealth Management
  • Excellent organisational skills
  • Able to self-manage
  • Works well to deadlines
  • Ability to track work and ensure timely & efficient execution of tasks
  • Excellent oral & written communication skills
  • Works well in a team, as well as on own initiative
  • Takes initiative when completing tasks
  • Willing to learn new skills and develop more complex financial administration skills over a 12-18 month period

In return, you will receive a salary of £35,000 - £37,500 per annum and an excellent benefits package.