Eight Financial Advice in Whiteley is seeking a Client Executive to be the main contact for advisers and clients, ensuring a seamless experience and handling diary management.
The role emphasizes delivering excellent client service, coordinating with internal teams and maintaining detailed records. The ideal candidate is highly organised, proactive, and proficient with Outlook, MS Office and CRM systems, with a client-focused mindset.
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Client Experience Manager — Hybrid (Bonuses & Benefits) employer: Eight Financial Advice
At Eight Mortgages, we pride ourselves on being an exceptional employer that empowers our Self-Employed Mortgage Advisers with the freedom to manage their own clients while providing comprehensive support and resources. Our collaborative work culture fosters professional growth, ensuring you have access to a large book of potential clients and full admin assistance, allowing you to focus on delivering outstanding service without the burdens of business ownership. Join us to enjoy a rewarding career where your expertise is valued, and your success is our priority.
