Client Services Executive - Chatham, United Kingdom - Elbrus Partners

Elbrus Partners

Verified Company

Chatham, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Client Support Executive

£25-£30,000

Full time Office - this is NOT a Hybrid or Remote role

Monday to Friday with a degree of flexibility to suit business needs)

With your experience in Financial Services, you will be the first point of contact for potential customers seeking a Pension, Mortgage or Investment product, the Client Support Executive has the responsibility to ensure that the first enquiry is handled with care and the utmost professionalism.

As the first point of contact, the Client Support Executive will enjoy being at the very heart of the business and enjoy being the 'go to' person, handling multiple tasks and juggling tasks and working to deadlines with the purpose of pushing the leads through to being converted to new business.

As part of a successful team, within a thriving industry you will enjoy a busy office environment where no 2 days are the same, it is a competitive market and at times you will be working under pressure and be expected to go the extra mile.

The role will include but is not limited to: -

Call and book meetings for each Lead
Recognise and divide all leads to the most suitable advisers and liaise with those advisers
Complete an initial fact find to gather information about the client
Question clients correctly to understand needs and the purpose of the meeting
Create meetings for the IFA's and Mortgage Advisors
Manage Diary capacity
Manage Lead Data in the system
Regular Excel and PowerPoint presentations to the board about lead data.
Build strong relationships with clients
Recognise and divide all leads to the most suitable advisers and liaise with those advisers
Meet and Greet visiting clients and visitors

ifa #mortgages #investments #clientservices

2 stage face to face interviews.

Job Types:
Full-time, Permanent

Salary:
£25,000.00-£30,000.00 per year

Benefits: