Client Service Executive - Bristol, United Kingdom - Recruit UK
Description
Title:
Client Service Executive
Location:
Bristol
Salary:
Up to £30,000-£34,000
Reference: 7511
The company:
We're working with a well-established and thriving Investment practice that is seeking a client service executive to join their Bristol team.
Moreover, they havethe same ethos when it comes to their employees, they'll discuss your long-term career plans to shape progression and opportunities to learn to match your goals but also to manage your expectations from the beginning.
As a Client Service Executive, you will be the first point of contact to clients, you will manage all administration and will play a key role in their client experience.
To be successful within the role you must have strong relationship building skills andalways thrive to provide the best service available.
You would be joining our client on a 12-month FTC basis.The role:
- First point of contact for clients
- Onboarding, transfers, payments and reporting
- Prepare literature for client meetings
- Administration of client data, client documentation and new business paperwork onto backoffice systems/platforms
- Understand suitability requirements and support the investment managers/financial planners with gathering relevant information
To succeed you will need:
- Previous financial services experience (such as: Wealth management, IFA, Investment, Pension or Accounting)
- Experience with endtoend administration
- Experience with client communication
- Face to face client experience (desirable)
- Organised and proactive
- IT Literate: experience with platforms/systems
- Understanding of regulations and compliance where appropriate
- GCSE English and Mathematics or equivalent
Benefits:
- Salary up to £34,000
- 25 days holiday
- 3 days in the office 2 days working from home
- Full home office set up inc monitors and laptop delivered before your first day
- Generous pension from 9% and bonus scheme
- Exam support and clear progression into senior role/investments or financial planning to suit your needs and aspirations
- Life assurance, income protection, Private medical / health scheme and many more
More jobs from Recruit UK
-
Client Service Executive
Falmouth, United Kingdom - 2 days ago
-
Financial Administrator
Nottingham, United Kingdom - 1 week ago
-
Administrator
Northampton, United Kingdom - 3 days ago
-
Senior Paraplanner
Middleton, United Kingdom - 1 week ago
-
Financial Administrator
Chester, United Kingdom - 1 week ago
-
Trainee Financial Adviser
Manchester, United Kingdom - 2 weeks ago