Client Services Executive - Investment Management
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| Job Type | Permanent |
| Location | Cambridge |
| Area | South East England, UK |
| Sector | BankingFinancial ServicesOperationsCustomer Services |
| Salary | £Competitive + benefits + bonus |
| Currency | GBP |
| Start Date | |
| Job Ref | VAC-12770 |
| Job Views | 15 |
- Description
- Client Services Executive (Wealth Management)
Hybrid working available!
£ EXCELLENT plus bonus and benefits
A boutique Investment House based in Cambridge is looking to hire a Client Services Executive to join their Investment Management team. You will be responsible for ensuring that all work agreed with the clients is delivered and accounted for, as you will work to guarantee that every client is provided with excellent continuity and completeness of service.
Duties of the Client Services Executive to include:
- Providing administrative support to Financial Planners. This will involve scheduling Annual Reviews as they fall due, managing workloads and coordinating their work with Financial Planner Advisors to ensure the optimum delivery of services to clients.
- Maintaining client records and internal CRM systems
- Proactively engaging with clients to help them get up to date with matters in hand
- Accurately process new business applications and supporting documentation to ensure that feedback is given promptly to clients, Investment Managers and Financial Planners
- Support relationship with Investment Managers, clients and external providers.
Requirements for the successful Client Services Executive candidate:
- Previous experience in an administrative or team support role essential. Financial services / financial planning experience would be highly beneficial.
- Personable and professional with strong time management skills and a keen eye for detail
- Strong IT skills including Microsoft Office packages.
This vacancy is being advertised by Montpellier Resourcing Limited. The services advertised by Montpellier Resourcing Limited are those of an Employment Agency.