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Client Services Executive

  • Location

    City of London, London

  • Sector:

    Operations & Middle Office

  • Job type:

    Permanent

  • Salary:

    £28000 - £34000 per annum

  • Contact:

    Scott Duerden

  • Contact email:

    scottd@kennedypearce.com

  • Job ref:

    SDCESCB01_1585582612

  • Published:

    4 months ago

Our client, a City based Asset Manager are looking to recruit a Client Services Executive to join their expanding Client Services department. In this position, you'll be supporting advisers and clients alike in their goals offering Adviser and Client Support for new business and client servicing

Key Responsibilities of the Client Service Executive will include;

  • Accurate and timely client data entry onto CBAM and Third party platforms/systems to specified Service Level Agreements
  • Ongoing client communication regarding meetings, arranging appointments and diary management
  • Preparing meeting packs and Valuations for client appointments
  • Reviewing clients performance for their Annual Reviews
  • Call management/ Client contact
  • Handling and administration of incoming and outgoing communications covering all aspects of client instruction with respect to their portfolios, general enquiries and advice related documentation
  • Document management - ensure documentation is scanned, saved and archived in accordance with department operating procedures
  • Task and workflow management on back office system
  • Awareness and ability to apply the CST Manual methodology and adherence to agreed Service Level Agreements
  • General ad hoc admin duties as required by the Practice or assigned by the Client Service Manager
  • Liaising and working with colleagues within the Practice to ensure success and operational efficiency and profitability
  • Ability to demonstrate an understanding the regulatory framework relevant to the role, whilst practising effective risk management taking account of outcomes for clients.

To be considered for this position, ideal candidates must have the following experience & skills;

  • Previous financial services experience is preferable - at least 1 years experience working within Client Services or a client support position
  • Excellent attention to detail
  • IT skills
  • Team Player
  • Good communication skills - verbal and written
  • Excellent record keeping and reporting capabilities
  • Proactive nature to gain efficiencies
  • Ability to multi-task
  • Demonstration of initiative

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