Client Services Executive
Administration and Office
- Banking and Financial
RecruitGibraltar are currently helping our client who is a long established and reputable financial company who offer long term career growth, excellent salary, relocation assistance, and a rewarding working environment where you can make a real impact. They are looking for a Client Services Executive to provide client services and business support to the existing team.
New business processing including production of weekly new biz pipeline report.
Maintaining accurate records in Virtual Cabinet and other spreadsheets including changes of address.
Point of contact for all client related queries which are not of an advisory nature.
First point of contact for all telephone enquiries including handling of inbound calls from prospects.
Maintaining accurate prospect records including for new prospect enquiries.
Responsible for dealing with third party providers for SEO and PPC deliverables as well as Websites.
Marketing support for Directors including reviewing and signing off landing pages etc.
New agency application processing.
Post quarterly valuation statements to client portals.
HR Support to Directors where necessary.
Assist with security trading.
Preferably from an investment, bank or IFA background must fully understand the securities purchase and settlement process. Must be able to work quickly and accurately to book and place trades. Must understand the nature of funds and associated fees and commissions.
Self-driven individual who is able to work unsupervised, results orientated with a positive outlook and a clear focus on delivering high quality and accurate performance. A lateral thinker who is able to forward plan and critically assess own performance.
Mature individual who is comfortable dealing with people at all levels within the organisation including senior management. Must be responsible, honest, trustworthy, tolerant and a good communicator who can empathise and get on with others and work as part of a team.
Must be accurate, pay attention to detail, with the ability to prioritise and structure their work, ability to utilise available technologies including MS Office to maximise productivity, manage a heavy workload and meet strict deadlines.
Salary based on experience with bonus and private healthcare