Client Service Executive - Coventry, United Kingdom - IDEX Consulting Ltd

IDEX Consulting Ltd

Verified Company

Coventry, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

The Business
The businesses true belief is that everyone should think ahead, have a financial plan and invest wisely.

provide a complete financial planning and investment service to professionals, business owners, retirees and other high net worth individuals, and multi-assetmanagement to financial advisers, trustees, consultants, family offices and charities.

Today, the business employs over 3000 employees and continues to grow.

Role Overview

The role of CSE supports Advisers and clients alike in their goals offering Adviser and client support for new business and client servicing.

KEY RESPONSIBILITIES

Managing leads with the Client Relationship Management (CRM) system
Accurate and timely client data entry onto CBAM and third party platforms/ systems to specified service level agreements
Ongoing client communication regarding meetings, arranging appointments and diary management
Preparing meeting packs and valuations for client appointments
Call management/ client contact
Handling and administration of incoming and outgoing communications covering all aspects of client instruction with respect to their portfolios, general enquiries and advice related documentation
Checking new business paperwork, banking cheques, scanning and archiving documents
Facilitation of new business to Platform and Off-Platform administration teams, from submission to completion
Managing cash balances and cash movements including raising invoices for advice fees and chasing for payment

Visit the IDEX Consulting Ltd website for further opportunities.

Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies.

For full information on how we use your data, please visit the IDEXConsulting website and view our Privacy Policy.

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work.

We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurableeffort. We are committed to driving conscious inclusion across our business and creating equitable pathways.