My client is a fast-growing Wealth Management / Financial Planning firm which provides professional, face to face financial advice to clients throughout the UK, founded by an experienced team with a passion for excellent client experience and effective service delivery.
We are looking to recruit a Client Support Executive. In this position you’ll be responsible for the smooth and efficient delivery of the Adviser Support process and Client Services Charter. Providing a responsive administrative, organisational, and logistical service to multiple Financial Advisers.
Specific duties of the role include:
* General office administrative duties
* Opening new cases on CMS and iBusiness
* Updating CMS and iBusiness with client details
* Processing Letter of Authority’s with Providers
* Submitting requests for information
* Requesting Investment valuation updates
* Adviser pipeline management
* Client Service Charter administration
* IAF & OAF queries
* Provide regular updates to Financial Adviser about case progression
* Adviser diary management
* Booking Client Appointments
* Build a lasting relationship with all Clients and Stakeholders
This role is of key importance to the business and the successful candidate will have a minimum of 1 years experience within secretarial and or administrative role/s within a fast-paced Client facing environment. You must have a great telephone manner, be well presented and have excellent organisational skills.