Client Service Executive

Posted 16 May by Coast Specialist Recruitment
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Client Service Executive (6 months FTC)

  • Northwich, Cheshire

About the Role

  • The role of CSE supports advisers and clients alike in their goals offering Adviser and Client Support for new business and client servicing

Responsibilities

General

  • Managing leads with the Client Relationship Management (CRM) system
  • Accurate and timely client data entry onto my client’s 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
  • Document management - ensure documentation is scanned, saved and archived in accordance with department operating procedures
  • Task and workflow management on back office system
  • Awareness and ability to apply the CST Manual methodology and adherence to agreed Service Level Agreements
  • General ad hoc admin duties as required by the Practice or assigned by the Client Service Manager
  • Liaising and working with colleagues within the Practice to ensure success and operational efficiency and profitability

Qualifications, Skills and Attributes

  • Previous financial services experience is preferable
  • Excellent attention to detail
  • IT skills
  • Team Player
  • Good communication skills - verbal and written
  • Excellent record keeping and reporting capabilities
  • Proactive nature to gain efficiencies
  • Ability to multi-task
  • Demonstration of initiative

Required skills

  • Administrative
  • Client Services
  • Communication Skills
  • Financial Services
  • Organisational Skills

Reference: 37988990

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