Customer Services (Finance)
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| Job Type | Permanent |
| Area | South West England & Wales, UK |
| Sector | BankingFinancial ServicesFront OfficeOtherCustomer Services |
| Salary | Up to £35,000 plus bonus and benefits |
| Currency | GBP |
| Start Date | |
| Job Ref | VAC-12768b |
| Job Views | 78 |
- Description
- Do you have exceptional customer service skills and strive to always deliver the ultimate client experience?
Are you interested in developing your career within financial services?
Are you organised, friendly and hard-working?
Then read on, and apply below!
Customer Services (Financial Services) x 4 URGENT
Hybrid working available!
Up to £35,000 plus bonus and benefits
Due to exciting growth and expansion, a boutigque investment house in Bristol is looking to hire 4 Client Services Executives to join their client team. You will be responsible for acting as the first point of contact for client enquiries, managing all client lifecycle processes, and working to guarantee that every client is provided with excellent continuity and completeness of service.
Duties of the Client Services Executive to include:
- Develop and maintain relationship with clients and stakeholders, proactively engaging with clients to help them get up to date with matters in hand and deliver their desired outcomes.
- Manage the client lifecycle administration process. Ensure that all processes are in adherence with the RIM Operating Model, including: on-boarding processes, processing client payments, and supporting portfolio valuation processes.
- Maintaining client records and internal CRM systems
- Supporting the Investment Team with gathering relevant information to support client suitability.
- Acting as the 'go to’ person for administration queries and as the client’s first point of contact. This will involve attending client meetings and leading discussions regarding administration matters.
- Support relationship with Investment Managers, clients and external providers.
Requirements for the successful Client Services Executive candidate:
- Previous experience in Financial Services managing the complete lifecycle of administration processes highly desirable
- Client Facing experience essential
- 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 Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency