Client Service Executive - Cambridge, United Kingdom - Recruit UK
Description
Title:
Client Service Executive
Location:
Cambridge
Salary:
£25,000 - £28,000
Reference: 7544
The company:
We're working with a well-established and thriving Investment practice that is seeking a client service executive to join their Cambridge team.
Moreover, theyhave the 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.
The role:
- First point of contact for clients
- Manage the lifecycle of client administrator
- Liaise between Investment teams, Clients, operations and stakeholders
- 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 £28,000
- 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
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