Client Service Executive - Cambridge, United Kingdom - RecruitUK

RecruitUK

Verified Company

Cambridge, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

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.

This client spends time learning about their clients' unique needs to help shape their futures.

Moreover, they have 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 and always 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