At a Glance
- Tasks: Manage client appointments, nurture enquiries, and coordinate engaging events.
- Company: Join a growing financial advisory business in St. Albans.
- Benefits: Competitive salary, supportive team, and opportunities for professional growth.
- Other info: Dynamic environment with a focus on client satisfaction and engagement.
- Why this job: Be the key to enhancing client experiences and building lasting relationships.
- Qualifications: 1-3 years in client-facing roles; strong communication and organisational skills.
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
- 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
- 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
- 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 in St Albans 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 and development. As a Client Engagement Executive, you will enjoy a range of benefits including flexible working arrangements, opportunities for training and advancement, and the chance to make a meaningful impact on client relationships. Our commitment to employee well-being and a vibrant team atmosphere makes us an exceptional employer in the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Client Engagement Executive in St Albans
✨Tip Number 1
Get to know the company inside out! Research their values, services, and recent news. 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 a lot, make sure you can confidently engage over the phone. Role-play with a friend or use our resources to sharpen your communication style.
✨Tip Number 3
Network like a pro! Attend industry events or seminars where you can meet potential colleagues and clients. Building relationships now can pay off later when you're looking to land that job.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Client Engagement Executive in St Albans
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 the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to showcase your personality and explain why you're passionate about building strong client relationships. We love seeing enthusiasm, so let us know what excites you about this role!
Showcase Your Organisational Skills:Since this role involves managing multiple priorities, make sure to highlight your organisational skills in your application. Share examples of how you've successfully juggled tasks in the past – we want to know you can keep everything on track!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it shows you're keen to join our team at StudySmarter!
How to prepare for a job interview at fs talent
✨Know Your Client Engagement Basics
Before the interview, brush up on the fundamentals of client engagement. Understand how to manage appointment pipelines and what makes for a great client experience. This will help you speak confidently about your relevant skills and experiences.
✨Showcase Your Organisational Skills
Since this role requires excellent organisational abilities, prepare examples that demonstrate how you've successfully managed multiple priorities in the past. Think about specific situations where you coordinated events or handled client communications effectively.
✨Practice Your Communication Style
Given the importance of a professional telephone manner, practice answering common interview questions out loud. Focus on being clear and personable, as you'll need to build rapport quickly with clients and advisers alike.
✨Familiarise Yourself with CRM Systems
If you have experience with CRM systems, be ready to discuss it. If not, do a bit of research on popular platforms used in financial services. Showing that you're proactive about learning can impress interviewers and demonstrate your commitment to the role.
