Client Services Executive
Posted on :
23-10-2022
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Job Description
Our client a leading Investment Management firm are currently looking to hire a Client Services Executive to join their team. The successful candidate will have great communications skills and attention to detail.
Role Duties Include:
- The provision of general administrative support to a team of Directors, Associate Directors and Senior Private Client Advisers
- Acting as the first point of contact to clients; dealing promptly and efficiently with client s queries
- Updating and monitoring the CRM system on an ongoing basis; preparing documentation to comply with legislative requirements in data management for our client
- Implementing and communicating company practice in carrying out tasks
- Management of follow up activities from client meetings; completion of minutes of meetings and monitoring completion of tasks
- Liaising with Tax Advisers, Solicitors, Brokers and Life Offices on behalf of servicing our client
Requirements
- A minimum of 1 year of experience working in an administrative position
- Degree or Masters level in Business/Finance related area
- A high level of proficiency in MS Word, Excel, Outlook and PowerPoint
- Excellent attention to detail
- Excellent organisational skills
Benefits
On offer is a competitive salary and benefits package with the opportunity to join a well-established brand.
Please apply through the link provided or get in touch with Aoife Stokes via [email protected] to schedule a confidential phone call.
Degree level in a Business/Finance related area APA/QFA beneficial A positive attitude, strong work ethic, flexible outlook and a high level of initiative and enthusiasm Strong attention to detail Customer service focussed with a record of providing excellent customer service
Employment Type
Full Time
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