Client Services Executive - 12m FTC


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2019-07-30 14:37:341970-01-01 Coast Specialist Recruitment
Job Type Temporary/Contract
Location London, City
Area London, UK London, City
Sector FINANCIAL SERVICES - Sales Support
Salary Up to £29,000 + benefits
Start Date
Advertiser John Heffernan
Telephone 07908459794
Job Ref keh-13190
Job Views 320
Description
An Asset Management practice with a number of regional offices has an excellent opportunity for a Client Services Executive to join their team on a 12 month FTC.
 
The successful candidate will support advisers and clients alike in their goals offering Adviser and Client Support for new business and client servicing.
 
Main Duties:
 
  • Managing leads with the Client Relationship Management (CRM) system
  • 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
  • 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
  • Checking new business paperwork, banking cheques, scanning and archiving documents
  • Facilitation of new business to Platform and Off-Platform administration teams, from submission to completion
  • Managing cash balances and cash movements including raising invoices for advice fees and chasing for payment
  • 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
 
Requirements:
 
  • Previous financial services experience is preferable
  • 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-taskand demonstration of initiative
 
This is an excellent opportunity to join a company that recognise the value of a work life balance, and have put together a benefits package that reflects this. This includes discretionary annual bonus, pension, life assurance and private medical insurance.
 
If you would like to apply for this vacancy, please contact Karen Halliday
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Telephone: 01372 738020 | info@coastsr.co.uk

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