Client Services Executive
KennedyPearce Consulting
City of London, London
2d ago

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
  • 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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