Client Service Executive

Posted 5 days ago by Page Personnel Finance
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Key member of the in-house client service team who are responsible for incoming calls, emails and messages providing timely, accurate and clear responses to achieve our goal of a high class professional experience

Client Details

Traditional wealth management company dealing with high net worth individuals and private clients with a large focus on using technology to centralise portfolios in order to provide both effective and low cost investment solutions.

We focus on the elements of investing that are within your control. By lowering the costs of investing and making use of tax wrappers and allowances where possible, you can significantly improve your net returns.

The client's service can add to your investment results with our wide range of account types and helpful automation features.

Description

Key member of the in-house client service team who are responsible for incoming calls, emails and messages providing timely, accurate and clear responses to achieve our goal of a high class professional experience
Oversight of the onboarding process, which is initiated on the client website including AML and KYC checks, pension account opening, as well as close management of the Pension and ISA transfers
Close collaboration with the advisory team on relationship management for key clients and in managing more bespoke client requests
Work closely with the Operations team and outsourced providers to follow up on client account activity and understand any communications that need to be relayed to one or more clients
Continuous improvement of the client journey: collate feedback for management on a regular basis, suggest common themes or areas to be addressed and create action plans
Work with the Operations and Technology teams to test new features of the service specifically from the client perspective

Profile

Confident, personable, professional and flexible individuals

Experience with Pensions, ISAs in a Client Service environment is preferred

Hard working, self-motivated and able to work independently in a team-oriented environment


Strong communication skills are vital because the role requires communication with clients on a daily basis


Knowledge of the financial industry and investments; experience in wealth or investment management is essential


Strong track record of interacting with clients


Strong academic background through to degree level, a strong sense of ethics, sound judgement and the desire to be a business-oriented problem solver

Job Offer

Competitive salary: £35,000-£42,000

Strong benefits package-25 days annual leave, health care, pension, gym membership, life insurance, season ticket loan

Discretionary bonus (20%)

Extensive progression which can go into either the wealth advisory side or investment side

Study support provided as long as it's relevant to the role and career

Required skills

  • Pensions
  • Client Service
  • ISAS

Reference: 39963861

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