Client Service Executive

2019-05-20 12:55:172019-09-21 Coast Specialist Recruitment
Job Type Temporary/Contract
Area London, UK
Sector FINANCIAL SERVICES - Sales Support
Salary £24,000 - £25,000
Start Date
Advertiser Karen Halliday
Job Ref keh-13113
Job Views 118

Client Service Executive (12 Months FTC)

  • London

About the Role
  • The role of Client Service  Executive (CSE) supports advisers and clients alike in their goals offering Adviser and Client Support for new business and client servicing

Key Responsibilities

  • Managing leads with the Client Relationship Management (CRM) system

  • Accurate and timely client data entry onto my client’s 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 paperwoark, 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

About you
Qualifications, Skills and Attributes

  • 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-task

  • Demonstration of initiative

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Essex Branch:
Coast House
387 London Road
Hadleigh, Essex

Telephone: 01702 713739 |

Surrey Branch:
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30 – 32 High Street
KT19 8AH

Telephone: 01372 738020 |

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