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    Client Support Executive - United Kingdom - Lime Search & Select Ltd

    Lime Search & Select Ltd
    Lime Search & Select Ltd United Kingdom

    1 week ago

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    Description

    My client is a fast-growing Wealth Management / Financial Planning firm which provides professional, face to face financial advice to clients throughout the UK, founded by an experienced team with a passion for excellent client experience and effective service delivery.

    We are looking to recruit a Client Support Executive. In this position you'll be responsible for the smooth and efficient delivery of the Adviser Support process and Client Services Charter. Providing a responsive administrative, organisational, and logistical service to multiple Financial Advisers.

    Specific duties of the role include:

    General office administrative duties
    Opening new cases on CMS and iBusiness
    Updating CMS and iBusiness with client details
    Processing Letter of Authority's with Providers
    Submitting requests for information
    Requesting Investment valuation updates
    Adviser pipeline management
    Client Service Charter administration
    IAF & OAF queries
    Provide regular updates to Financial Adviser about case progression
    Adviser diary management
    Booking Client Appointments
    Build a lasting relationship with all Clients and Stakeholders

    This role is of key importance to the business and the successful candidate will have a minimum of 1 years experience within secretarial and or administrative role/s within a fast-paced Client facing environment. You must have a great telephone manner, be well presented and have excellent organisational skills.

    Company Registration:
    Lime People Search & Select Ltd

    The Lime People Group of Companies includes Lime People Search & Select Ltd, Lime International Management Enterprises S.L.

    #J-18808-Ljbffr
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