Client Service Executive Administration - Ipswich

Client Service Executive Administration – Ipswich

Our client is looking for Client Service Executive Administration for their existing Business team in Ipswich, Suffolk. They are looking for an enthusiastic candidate who is eager to learn with a good attention to detail.

Key Responsibilities :

• Letter of Authority process from start to finish.
• Meet / communicate with Advisers as required to obtain regular updates for all in-progress work
• Answer incoming telephone calls.
• Deal with clients\’ queries.
• Booking client Annual review meetings
• Produce meeting prep for all Annual review meetings.
• Create Annual review letters from Adviser handover document.
• Produce Annual review packs and send to client(s), post-meeting. Close the advice line down, etc.
• Chase Advisers to produce Annual review handover documents when out of SLA.
• Chase Advisers to confirm if happy for Annual review pack to be sent to client when out of SLA.
• Complete Fund switches.
• Send meeting confirmations to clients for all meetings as required.
• Weekly Adviser diary check (to ensure all Annual reviews are logged correctly).
• Produce weekly Salesforce Annual review report, send to Advisers and action as necessary.
• ISA withdrawals
• Client transfers (from one Adviser to another)
• Create a Prospect on Salesforce / update as necessary
• Pull client birthday card report (monthly) – order gifts and write birthday cards / Christmas cards for AAA clients.
• Send client birthday eCards.
• Order client gifts.
• Event planning and coordination.
• Stock order.
• Property check.
• Weekly food shopping.
• Order and post Investor magazine.
• Order monthly and quarterly OLWA’s.
• Meet and greet clients for their on-site meetings, ensuring they have a car parking space in advance (when required) – put out a bollard and remove it in time.
• Ensure office meeting rooms are booked, and we have a list of clients visiting the office ready for the next day.
• Change of client details
• Expression of Wish.
• Manage booking of meeting rooms.
• Incoming post.
• Outgoing post