Client Services Executive
Client Services Executive
Posted on :
24-09-2024
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1 Vacancy
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Job Description
Our client a leading Wealth 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
- Management of follow up activities from client meetings; completion of minutes of meetings and monitoring completion of tasks
- Assist with administrative tasks involved with planning and preparation of various client events and conferences; provide onsite support and hospitality at such events.
Requirements
Benefits
On offer is a competitive salary and benefits package with the opportunity to join a wellestablished brand.
Please apply through the link provided or get in touch with Aoife Stokes via to schedule a confidential phone call.
Relationship Management
Employment Type
Full Time
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