Client Services Executive - Bristol, United Kingdom - Flair for Recruitment

Flair for Recruitment

Verified Company

Bristol, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Are you experienced in end to end administration in Financial Services? Are you a confident communicator and collaborative worker?

Our client, a leading investment and wealth management provider, is looking for 2 Client Services Executives to join their team in Bristol.

This client has a focus on sustainable and ethical investment, and offers opportunities to undertake professional qualifications.

Your responsibilities:

Develop and maintain relationships with clients and business stakeholders
Act as the first point of contact for clients, assuming the role of the "go to" person for administration queries
Maintain client support systems and data with a high level of accuracy
Lead and take ownership on all administration activity, alleviate the admin burden from Investment Managers in order to support Growth
Understand client suitability requirements and support your investment team with regard to gathering the relevant information to support client suitability
Work closely with the team and wider administration functions to develop and share best practice

Your skills:

Experience working in a similar role in Financial Services managing endtoend administration processes
Grades A-C at GCSE or equivalent in English and Maths
Excellent communicator, and able to build rapport with clients, intermediaries and colleagues
An organised and proactive mindset, able to work in a fast paced team environment
Client Facing Experience (desirable)