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Client Service Executive - London, United Kingdom - FVC

FVC

Verified Company

London, United Kingdom

1 month ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Client Service Executive

Future Value Consultants (FVC) specialises in structured products systems and research tools and has expertise and experience across many areas within investment analysis.

The company's flagship service is a web-based platform for financial advisers providing information on hundreds of investment plans per year.

Responsibilities

Client support for ongoing business activities
Troubleshooting queries from clients or users
Updating our adviser website with new structured product information and analysis using existing procedures and proprietary systems
Establish and foster relationships on behalf of the company on the phone or online, providing excellent customer service and focusing on generating new business with existing clients and users.
Undertake proactive outbound campaigns for new service launches
Keep abreast of regulation and market trends and identify business development opportunities

Skills & Requirements

Motivated positive individual keen to learn, develop and contribute
A people person and a natural communicator
Strong administrative skills with ability to independently manage and prioritise workload with flexibility in response to changing priorities and needs
Excellent written and verbal communication with a high level of attention to detail
Able to grasp concepts of structured products and the company's internal systems
Experience of working within a financial adviser/paraplanning/IFA administrator firm an advantage

The job is full time 8am-5pm Monday-Friday and is office based in East Sheen, South West London (SW14).

Salary:
£26,000.00-£33,000.00 per year

Benefits: