Client Support Executive

My client is a fast-growing Wealth Management / Financial Planning firm which provides professional, face-to-face financial advice to clients throughout the UK, founded by an experienced team with a passion for excellent client experience and effective service delivery.

We are looking to recruit a Client Support Executive. In this position, you’ll be responsible for the smooth and efficient delivery of the Adviser Support process and Client Services Charter, providing a responsive administrative, organisational, and logistical service to multiple Financial Advisers.

Specific duties of the role include:

1. General office administrative duties
2. Opening new cases on CMS and iBusiness
3. Updating CMS and iBusiness with client details
4. Processing Letter of Authority’s with Providers
5. Submitting requests for information
6. Requesting Investment valuation updates
7. Adviser pipeline management
8. Client Service Charter administration
9. IAF & OAF queries
10. Provide regular updates to Financial Adviser about case progression
11. Adviser diary management
12. Booking Client Appointments
13. Build a lasting relationship with all Clients and Stakeholders

This role is of key importance to the business, and the successful candidate will have a minimum of 1 year\’s experience within secretarial and/or administrative roles within a fast-paced client-facing environment. You must have a great telephone manner, be well presented, and have excellent organisational skills.

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