Client Support Executive

Overview

My client is a fast-growing Wealth Management / Financial Planning firm which provides professional, face to face financial advice to clients throughout the UK, founded by an experienced team with a passion for excellent client experience and effective service delivery.

Responsibilities

• General office administrative duties
• Opening new cases on CMS and iBusiness
• Updating CMS and iBusiness with client details
• Processing Letter of Authority’s with Providers
• Submitting requests for information
• Requesting Investment valuation updates
• Adviser pipeline management
• Client Service Charter administration
• IAF & OAF queries
• Provide regular updates to Financial Adviser about case progression
• Adviser diary management
• Booking Client Appointments
• Build a lasting relationship with all Clients and Stakeholders

Requirements / Qualifications

This role requires a minimum of 1 year of experience within secretarial and/or administrative roles in a fast-paced client-facing environment. The candidate must have a great telephone manner, be well presented, and possess excellent organisational skills.