Client Services Executive - Chester, United Kingdom - Meraki

Meraki

Verified Company

Chester, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Meraki Talent are recruiting a Client Services Executive for a leading Financial Services firm in the heart of

Chester.

Working as a part of an established team, you will be responsible in supporting the efficient delivery of client services across the business.

Working as part of an established team, you will be responsible for being the first point of contact for client enquiries, providing a first-class client service.

This role will require applicants to build and maintain relationships with Investment Managers as well as other parties, ensuring compliance with internal policies, procedures, and regulatory frameworks.

Key Duties:

First point of contact for clients, providing life cycle advice
Providing administration experience relating to financial products
Ensuring client queries are responded too, within strict timescales
Ensuring onboarding, transfers and payments are completed by the middle office function
Gathering and reporting data for client review meetings
Ensuring client administration is completed to set SLA's and Investment Managers are kept up to date on the progress
Gathering data for suitability reviews

Applicants should have come from a Financial Services background, where you have a proven track record in managing the client administration process.

It is imperative that participants are able to build and retain relationships with Managers and other third parties, and are passionate for ethical investment.

If this looks like you, hit the APPLY button and send across a short synopsis on what drives your passion for ethical and sustainable investment.

This is a permanent, which adopts a hybrid approach to working, to give added flexibility.