At a Glance
- Tasks: Manage client appointments, nurture enquiries, and coordinate events for a top financial advisory.
- Company: Join a growing financial advisory business in St. Albans with a focus on client experience.
- Benefits: Competitive salary, professional development, and a vibrant team culture.
- Other info: Dynamic role with opportunities for growth and skill development.
- Why this job: Be the key link between clients and advisers, making a real impact on their financial journeys.
- Qualifications: 1-3 years in client-facing roles; experience in financial services is a plus.
The predicted salary is between 30000 - 40000 £ per year.
We’re looking for a proactive and personable Client Engagement Executive to join a growing financial advisory business. This role sits at the centre of the client experience — supporting advisers by managing appointment pipelines, nurturing inbound enquiries, and coordinating client events and seminars. The ideal candidate will be highly organised, confident communicating with clients over the phone, and passionate about building strong, lasting relationships.
Key Responsibilities
- Annual Review Coordination
- Proactively contact existing clients to arrange Annual Review appointments with advisers.
- Manage the end-to-end booking process to ensure adviser diaries remain full and review schedules stay on track.
- Act as a key point of contact between clients and advisers, delivering a professional and personalised experience.
- Lead Management
- Serve as the first point of contact for inbound enquiries, responding promptly and professionally to prospective clients.
- Qualify new leads and coordinate introductions and appointments with advisers.
- Maintain accurate records of all enquiries, communications, and follow-up activity within the CRM system.
- Seminar & Event Coordination
- Support the planning and organisation of client seminars and events, including venue coordination, invitations, and attendee management.
- Provide on-site support during events to ensure smooth delivery and a positive client experience.
- Follow up with attendees post-event to maximise engagement and generate adviser meetings where appropriate.
Key Skills & Competencies
- Professional and confident telephone manner with the ability to build rapport quickly.
- Strong relationship management and stakeholder engagement skills.
- Proactive and solutions-focused mindset.
- Ability to manage multiple priorities, including bookings, enquiries, and event logistics.
- Commercial awareness and strong understanding of client service.
- Excellent organisational and time-management skills.
- Competent using CRM systems and Microsoft Office applications.
Experience & Qualifications
- 1–3 years’ experience in a client-facing, customer success, sales support, or account management role.
- Previous experience within financial services, wealth management, or another professional services environment is highly desirable.
Key Performance Indicators (KPIs)
- Volume and quality of Annual Review appointments booked.
- Response times and conversion rates for inbound enquiries.
- Seminar attendance and post-event engagement levels.
- Client satisfaction feedback and overall service quality metrics.
Client Engagement Executive employer: fs talent
Join a dynamic financial advisory business in St. Albans, where we prioritise a supportive and collaborative work culture that fosters professional growth. As a Client Engagement Executive, you will benefit from comprehensive training, opportunities for career advancement, and the chance to make a meaningful impact on client relationships. Our commitment to employee well-being and engagement ensures a rewarding experience in a vibrant location known for its community spirit.
StudySmarter Expert Advice🤫
We think this is how you could land Client Engagement Executive
✨Tip Number 1
Get to know the company inside out! Research their values, recent news, and client engagement strategies. 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 phone skills! Since you'll be communicating with clients regularly, it’s crucial to sound confident and personable. Try role-playing with a friend or family member to get comfortable with different scenarios.
✨Tip Number 3
Network like a pro! Attend industry events or seminars related to financial services. Not only will you meet potential colleagues, but you’ll also gain insights into what makes a successful Client Engagement Executive.
✨Tip Number 4
Don’t forget to follow up! After any interaction, whether it’s an interview or a networking event, send a quick thank-you email. It shows your enthusiasm and keeps you fresh in their minds. And remember, apply through our website for the best chance!
We think you need these skills to ace Client Engagement Executive
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Client Engagement Executive. Highlight your experience in client-facing roles and any relevant skills that match what we're looking for, like relationship management and organisational abilities.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to showcase your passion for client engagement and how you can contribute to our team. Be personable and let your enthusiasm for building strong relationships come through.
Showcase Relevant Experience:When detailing your work history, focus on experiences that demonstrate your ability to manage appointments, handle enquiries, and coordinate events. We want to see how you've made an impact in previous roles!
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 proactive—just what we like to see!
How to prepare for a job interview at fs talent
✨Know Your Role Inside Out
Before the interview, make sure you thoroughly understand the responsibilities of a Client Engagement Executive. Familiarise yourself with managing appointment pipelines and coordinating client events. This will help you demonstrate your knowledge and enthusiasm for the role.
✨Showcase Your Communication Skills
Since this role requires a confident telephone manner, practice articulating your thoughts clearly. You might even want to role-play common client scenarios with a friend. This will help you feel more comfortable and show that you can build rapport quickly.
✨Prepare Examples of Your Experience
Think of specific examples from your past roles where you've successfully managed client relationships or coordinated events. Be ready to discuss how you handled challenges and what the outcomes were. This will illustrate your proactive mindset and organisational skills.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions prepared about the company culture or the team you'll be working with. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
