At a Glance
- Tasks: Bridge the gap between clients and Financial Advisers, ensuring top-notch service.
- Company: Join a leading financial practice in the UK with a strong reputation.
- Benefits: Enjoy hybrid working, competitive salary, and opportunities for growth.
- Other info: Dynamic role with a supportive team and career advancement potential.
- Why this job: Make a real difference by helping clients navigate their financial journeys.
- Qualifications: Strong communication skills and a passion for client service.
The predicted salary is between 30000 - 40000 £ per year.
Siamo Recruitment, a division of Siamo Group, is partnering with a leading financial practice in the UK to recruit a driven Client Service Executive.
You will bridge the gap between clients and Financial Advisers, delivering accurate, timely information and ensuring high service standards.
You will handle queries, assist with due diligence before paraplanning, and maintain strong client relationships while working in a hybrid role with two days from home post probation.
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Client Success Specialist — Financial Services in Swindon employer: Siamo Recruitment a division of Siamo Group
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Contact Details:
Siamo Recruitment a division of Siamo Group Recruitment Team
