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- Tasks: Support clients and Advisers with essential communication and administrative tasks.
- Company: Dynamic financial services firm in Ipswich, focused on client satisfaction.
- Benefits: Competitive salary, learning opportunities, and a supportive team environment.
- Why this job: Kickstart your career in client services and make a difference for clients.
- Qualifications: Enthusiastic attitude, attention to detail, and willingness to learn.
- Other info: Join a vibrant team with opportunities for growth and development.
The predicted salary is between 30000 - 42000 £ per year.
Our client is looking for a Client Service Executive for their New 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:
- Weekly Adviser diary check (to ensure all presentation meetings are logged correctly).
- Meet/communicate with Advisers as required to obtain regular updates for all in-progress work.
- Prepare presentation packs.
- Welcome calls/emails – Calling new clients to let them know funds have reached their account and to advise of the SJP App etc.
- Data cleanse (Household and Segments).
- Ad hoc Client letters (mail merge).
- Register of Deaths.
- Write Suitability letters.
- New Business Submissions.
- Stock transfers.
- Deed of Assignments.
- Chase pipeline business (with providers and clients).
- Check Business Manager for missed applications.
- Change of client details.
- Client withdrawals.
- Client transfers (from one Adviser to another).
- Create a Prospect on Salesforce/update as necessary.
- Booking client Annual review meetings.
- Support other roles when needed.
All of the above is subject to change to meet business needs.
Client Service Executive - Ipswich employer: Artemis Recruitment Consultants
Contact Detail:
Artemis Recruitment Consultants Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Service Executive - Ipswich
✨Tip Number 1
Network like a pro! Reach out to your connections on LinkedIn or even in person. Let them know you're on the hunt for a Client Service Executive role. You never know who might have a lead or can put in a good word for you!
✨Tip Number 2
Practice makes perfect! Prepare for interviews by role-playing common questions related to client service and attention to detail. We can help you with mock interviews to boost your confidence and nail that presentation.
✨Tip Number 3
Show off your skills! If you’ve got experience with Salesforce or preparing presentation packs, make sure to highlight that in conversations. Bring examples of your work to interviews to demonstrate your capabilities.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for enthusiastic candidates who are eager to learn, just like you!
We think you need these skills to ace Client Service Executive - Ipswich
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Service Executive role. Highlight any relevant experience, especially in client communication and attention to detail, as these are key for us.
Craft a Catchy Cover Letter: Your cover letter is your chance to shine! Use it to express your enthusiasm for the role and how your skills align with what we’re looking for. Keep it concise but impactful!
Show Off Your Attention to Detail: Since attention to detail is crucial for this position, make sure your application is free from typos and errors. A polished application shows us you care about quality!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and keep track of it!
How to prepare for a job interview at Artemis Recruitment Consultants
✨Know Your Role Inside Out
Before the interview, make sure you thoroughly understand the responsibilities of a Client Service Executive. Familiarise yourself with tasks like preparing presentation packs and managing client communications. This will help you demonstrate your enthusiasm and attention to detail during the conversation.
✨Showcase Your Communication Skills
Since this role involves regular communication with Advisers and clients, be prepared to discuss your previous experiences in customer service or similar roles. Think of specific examples where you effectively communicated complex information or resolved issues, as this will highlight your suitability for the position.
✨Demonstrate Your Organisational Skills
The job requires managing multiple tasks, from diary checks to data cleansing. Bring up instances where you've successfully juggled various responsibilities or improved processes. This will show that you can handle the dynamic nature of the role and adapt to changing business needs.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, the tools they use (like Salesforce), or how success is measured in the role. This not only shows your interest but also helps you gauge if the company is the right fit for you.
