Client Services Executive

Client Services Executive
  • £30,000 - £34,000 per Annum
  • Permanent
  • Winchester, Hampshire, England Winchester Hampshire SO23 9HB
Job Ref: 180410
Sector: Administrators
Date Added: 01 August 2022

Client Service Executive Winchester £30/£34,000 Depending on experience

We are recruiting for an experienced Client Services Executive for our client based in central Winchester. This is a pivotal role within the company and the person will act as the first point of contact for the client life cycle and the experience they receive. You will be naturally adept and forming and nurturing relationships and maintaining them.

The Role

  • To become the 'go to person' for clients
  • Attend client meetings and managing discussions regarding client administration
  • Managing the client life cycle process to ensure an efficient and effective client experience
  • Takes ownership and is accountable for the client administration processes
  • Build and maintain good relationships with the wider internal teams, sharing knowledge and best practice ideas

The Person

  • Demonstrable experience in a similar role within the Financial Services industry, Investment or Wealth Management is advantageous
  • Experienced in managing the end-to-end administration processes
  • A confident communicator across different platforms
  • Having the knowledge and understanding of working within a regulated industry
  • Being able to learn about all the products and services across the business
  • You'll have excellent attention to detail with the ability to spot anomalies and raise them
  • You'll be a team player who is adaptable, reliable and approachable
  • Someone willing to undertake further professional qualifications
  • You will be proficient in using MS office, CRM, RID and Coric
  • Grades A-C at GCSE or equivalent in English and Maths

This is an excellent company to work for who really value their staff, they have an excellent benefits package and currently the role is a hybrid mix of working in the office and from home. You will need to be in the office a minimum of three days a week.

Please send me your CV in the first instance.

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is acting as an Employment Business in relation to this vacancy.

31/08/2022 14:25:09
GBP 30000.00 34000.00 Annum

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