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- Tasks: Support clients and enhance their experience while assisting the Group Marketing Partner.
- Company: Join Eight Financial Advice, a dynamic team in Totton focused on client satisfaction.
- Benefits: Enjoy a competitive salary, performance bonuses, and 28 days' holiday.
- Other info: Great opportunity for growth in a supportive and collaborative environment.
- Why this job: Be the friendly face of our office and make a real difference for clients.
- Qualifications: Warm, organised, and proactive individuals with strong communication skills.
The predicted salary is between 28000 - 28000 £ per year.
Eight Financial Advice are looking for a new member in our Totton office to provide Executive Assistant support to our Group Marketing Partner while also looking after new and existing clients experience. This role is perfect for someone who loves client interaction and thrives helping others to perform at their best.
Executive Support
- Provide structured executive support to the Group Marketing Partner, including proactive diary and inbox management.
- Document meetings clearly and concisely, track actions and follow up to ensure accountability.
New Enquiries
- Act as a central point of coordination for new enquiries received across the business, ensuring every enquiry is handled promptly, professionally and proactively.
- Maintain accurate prospect data, own and update Monday.com boards and workflow systems.
Front of House
- Be the first point of contact for clients, prospects and visitors to the Totton office.
- Deliver a high-quality in-office experience, including refreshments and follow up communication, encouraging satisfied clients and prospects to leave reviews.
Requirements
- Naturally warm, confident and professional, able to build trust quickly with clients, advisers and senior leaders.
- Highly organised and proactive, taking ownership of your responsibilities and managing competing priorities with confidence.
- Commercially aware, understanding that effective enquiry management and client experience directly impact business growth.
- Calm under pressure, adaptable and able to respond positively to changing demands.
- Detail-oriented and accountable, ensuring actions are followed through and nothing is missed.
- Emotionally intelligent, able to read situations and adjust your communication style appropriately.
- Comfortable working independently while also valuing collaboration and being part of a wider team.
- Motivated by continuous improvement, always looking for smarter ways to enhance processes and client experience.
You will take pride in being the person others rely on, acting as a trusted support to both the New Enquiries Manager and the Group Marketing Partner, while always representing EIGHT with professionalism.
Benefits
- Performance bonus + Company-wide bonus (when Eight hits targets).
- 28 days' holiday.
Client Experience Executive employer: Eight Financial Advice
Contact Detail:
Eight Financial Advice Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Experience Executive
✨Tip Number 1
Get to know the company inside out! Research Eight Financial Advice and understand their values, services, and client approach. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your communication skills! Since this role is all about client interaction, make sure you can articulate your thoughts clearly and confidently. Role-play with a friend or family member to get comfortable with different scenarios.
✨Tip Number 3
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider info and might even lead to a referral, which can boost your chances of landing the job.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining Eight Financial Advice and ready to take that first step towards an exciting career.
We think you need these skills to ace Client Experience Executive
Some tips for your application 🫡
Show Your Personality: When writing your application, let your personality shine through! We want to see the real you, so don’t be afraid to express your enthusiasm for the role and how you connect with our values.
Tailor Your Application: Make sure to customise your application for the Client Experience Executive role. Highlight your relevant experience and skills that match the job description, especially your client interaction abilities and organisational skills.
Be Clear and Concise: Keep your application clear and to the point. We appreciate well-structured responses that get straight to the heart of your experience and how it relates to the role. Avoid fluff and focus on what matters!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Eight Financial Advice
✨Know Your Role Inside Out
Before the interview, make sure you thoroughly understand the Client Experience Executive role. Familiarise yourself with the responsibilities like diary management and client interaction. This will help you demonstrate your knowledge and enthusiasm during the conversation.
✨Showcase Your People Skills
Since this role involves a lot of client interaction, be ready to share examples of how you've built trust and rapport with clients in the past. Highlight your emotional intelligence and adaptability in different situations to show that you can handle various personalities.
✨Prepare for Scenario Questions
Expect questions about how you'd manage competing priorities or handle difficult enquiries. Think of specific scenarios from your past experiences where you successfully navigated similar challenges. This will showcase your problem-solving skills and proactive approach.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions prepared. Inquire about the team dynamics, how success is measured in the role, or what the company culture is like. This shows your genuine interest in the position and helps you assess if it's the right fit for you.