Client Services Executive

Client Services Executive

We are seeking a Client Services Executive to join a well-established financial services firm based near Leatherhead, Surrey. You will work closely with senior paraplanners and financial advisers to support the existing client bank and assist in taking on new clients.

Client Services

• Provide a high level of aftercare to all existing clients
• Support advisers with information requests as required
• Assist with top-ups, transfers and withdrawals
• Manage the client annual review process and send quarterly valuation reports

Data Processing

• Input and update client information into the CRM
• Generate reports to monitor company performance
• Develop CRM processes to improve general efficiency

The Candidate

• Degree-level education or previous office experience to a high standard
• Impeccable attention to detail and very good written communication skills
• Engaging and professional telephone manner
• IT literacy including advanced knowledge of Word and Excel

This would be ideal for someone with a strong interest in the financial services sector who is looking to begin their career or make a career change. If you are interested in this position then please forward your CV to josie@artemisrecruitment.co.uk