Artemis Clarke Ltd is recruiting a Client Services Executive for a well-established financial services firm near Leatherhead, Surrey. You will work with senior paraplanners and financial advisers to support the existing client bank and help take on new clients.
Key responsibilities include aftercare, handling information requests, assisting with top-ups, transfers and withdrawals, and managing the client annual review process with quarterly valuation reports.
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Client Success & CRM Specialist employer: Artemis Clarke Ltd
Join a dynamic team in Harrogate as a Financial Adviser, where you will enjoy the flexibility of self-employment alongside high earning potential. Our supportive work culture fosters professional growth and development, ensuring you have access to the resources needed to excel in your role while making a meaningful impact on clients' financial well-being.
