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Client Services Executive

job title: Client Services Executive
location: Central
salary: to be discussed, based on previous experience
start date: asap
duration: permanent
ref: JOB_000172[473]
job published: 17 days ago

job description

A leading wealth management company is looking for a Client Services Executive.

The Job Responsibilities and Tasks include:

  1. The primary focus of this role will be to process new business applications within our Service Level Agreements (SLA’s) and accurately. Processing of new business applications is a full end to end process including follow ups and updating systems when business has been issued.
  2. Project work, for example (but not limited), sending monthly statements to clients via email or post every month
  3. Participate in executing any ad hoc work for example, improvements for regulatory purposes.
  4. Attend monthly team meeting, and any other applicable meetings
  5. Work with 3rd party providers and/or UK staff to follow up queries/complaints.
  6. Back up to team member(s) on leave / team members requiring help with work
  7. Report Management – ensure regular reporting is done correctly and on time.

Skills required:

  • Prioritization and Time Management is essential to for processing new business within Service Level Agreements (SLA’s) as well as delivering any projects/other work on time.
  • Accuracy is important to ensure all work is done correctly and as per checklists.
  • Communication Skills are required to deal with Partners, other staff, staff/3rd party providers in the UK
  • Multi-task skills are essential to deal with a variety of tasks
  • Be able to work on your own as well as within a team
  • Financial background / experience is desirable
  • SFC experience would be an advantage
  • Customer service skills over the phone and face to face

flexibility: full time, company offers work from home policy, 1 day per week

languages: English