Client Service Executive Administrator (Wealth Management)
other jobs Artemis Recruitment Consultants Ltd
Added before 3 Days
- England,East of England,Suffolk,Ipswich
- Full Time, Permanent
- £24,000 - £27,000 per annum
Job Description:
Our client is looking for Client Service Executive Administration for their existing Business team in Ipswich, Suffolk. They are looking for an enthusiastic candidate who is eager to learn with a good attention to detail.
Key Responsibilities:
*Letter of Authority process from start to finish.
*Meet/communicate with Advisers as required to obtain regular updates for all in-progress work
*Answer incoming telephone calls.
*Deal with clients’ queries.
*Booking client Annual review meetings
*Produce meeting prep for all Annual review meetings.
*Create Annual review letters from Adviser handover document.
*Produce Annual review packs and send to client(s), post-meeting. Close the advice line down, etc.
*Chase Advisers to produce Annual review handover documents when out of SLA.
*Chase Advisers to confirm if happy for Annual review pack to be sent to client when out of SLA.
*Complete Fund switches.
*Send meeting confirmations to clients for all meetings as required.
*Weekly Adviser diary check (to ensure all Annual reviews are logged correctly).
*Produce weekly Salesforce Annual review report, send to Advisers and action as necessary.
*ISA withdrawals
*Client transfers (from one Adviser to another)
*Create a Prospect on Salesforce/update as necessary
*Pull client birthday card report (monthly) - order gifts and write birthday cards/Christmas cards for AAA clients.
*Send client birthday eCards.
*Order client gifts.
*Event planning and coordination.
*Stock order.
*Property check.
*Weekly food shopping.
*Order and post Investor magazine.
*Order monthly and quarterly OLWA’s.
*Meet and greet clients for their on-site meetings, ensuring they have a car parking space in advance (when required) - put out a bollard and remove it in time.
*Ensure office meeting rooms are booked, and we have a list of clients visiting the office ready for the next day.
*Change of client details
*Expression of Wish.
*Manage booking of meeting rooms.
*Incoming post.
*Outgoing post
If you are interested in this position, please submit a copy of your CV to Josie at Artemis Recruitment.
Key Responsibilities:
*Letter of Authority process from start to finish.
*Meet/communicate with Advisers as required to obtain regular updates for all in-progress work
*Answer incoming telephone calls.
*Deal with clients’ queries.
*Booking client Annual review meetings
*Produce meeting prep for all Annual review meetings.
*Create Annual review letters from Adviser handover document.
*Produce Annual review packs and send to client(s), post-meeting. Close the advice line down, etc.
*Chase Advisers to produce Annual review handover documents when out of SLA.
*Chase Advisers to confirm if happy for Annual review pack to be sent to client when out of SLA.
*Complete Fund switches.
*Send meeting confirmations to clients for all meetings as required.
*Weekly Adviser diary check (to ensure all Annual reviews are logged correctly).
*Produce weekly Salesforce Annual review report, send to Advisers and action as necessary.
*ISA withdrawals
*Client transfers (from one Adviser to another)
*Create a Prospect on Salesforce/update as necessary
*Pull client birthday card report (monthly) - order gifts and write birthday cards/Christmas cards for AAA clients.
*Send client birthday eCards.
*Order client gifts.
*Event planning and coordination.
*Stock order.
*Property check.
*Weekly food shopping.
*Order and post Investor magazine.
*Order monthly and quarterly OLWA’s.
*Meet and greet clients for their on-site meetings, ensuring they have a car parking space in advance (when required) - put out a bollard and remove it in time.
*Ensure office meeting rooms are booked, and we have a list of clients visiting the office ready for the next day.
*Change of client details
*Expression of Wish.
*Manage booking of meeting rooms.
*Incoming post.
*Outgoing post
If you are interested in this position, please submit a copy of your CV to Josie at Artemis Recruitment.
Job number 3662658
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Company Details:
Artemis Recruitment Consultants Ltd
Company size: 2-10 employees
Industry: Outsourcing and Offshoring Consulting
Our team of Recruitment Consultants strive to bring together the best candidate and the right employer. Operating primarily within Financial Services ...