Client Relationship Executive - Alderley Edge, United Kingdom - Jane Deane Recruitment Limited

Jane Deane Recruitment Limited

Verified Company

Alderley Edge, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Role Summary

Duties

To ensure that all pre-business procedures are followed - to include data input on CRM, cash flow modelling tool, preparing documents for meetings for both Planner and client; de-brief from Planner appointment, letters of authority, calling and liaising with providers, quotes and basic research, scanning, typing, greeting clients, preparing refreshments.

To ensure that client servicing procedures are followed - keep up to date with reviews due; Client mail; liaise with the financial planner; valuations and aggregated cost documentation; liaising with providers; data input and clean up on CRM and eFiles; updating client information, on-going maintenance; client communication; quotes and basic research; preparation for client meetings; greeting clients and making refreshments.

To ensure all client files are compliant on an ongoing basis.

To ensure all relevant paperwork held within a client file is present, relevant and compliant.

Liaise with the Financial Planners on a regular basis to discuss specific case detail and seek clarification of client objectives, client attitude to risk and client capacity for loss.

Person Specification

Essential

Broad knowledge and enthusiasm for financial services world.
An ability to work within agreed business processes.
An ability to achieve agreed outcomes without supervisionworking within agreed timescales.
Prioritise and plan own workload.
An eye for detail.
Excellent inter‐personal skills, both written and verbal.
Excellent IT skills.
Ability to work independently and in a team.
To be highly organised and a completer finisher.
Ability to use own initiative in a highly pressurised environment.