Client Executive

Job Description
An exciting opportunity has come up to work for a multi-award-winning Financial Advisor, and my client is looking for a Client Experience Executive (Private Wealth) to help deliver client services proposition by delivering a first-class support service to Private Client Partners
The Client Experience Executive will:
Manage relationship with Partners and become their first point of contact on any queries
Coordinate with Partners and Paraplanners to ensure that we are able to deliver against a clients expectations and underline any concerns or potential issues
Collate all documentation and ensure that the new business pack is complete before submitting applications to providers.
Gain regular updates from the providers until the plan is in force or the investment has been made.
Make sure the client file is compliant
Prepare personalised client packs for Partners prior to client meetings.
Give regular updates to the partner and clients to ensure that the clients are kept completely up to date and value the service they are being provided
Provide general day-to-day support to the appropriate partner
The Client Experience Executive would have experience of:
Previous experience working in an administrative role within an advisory environment
Good knowledge of investments and pensions
Good track record developing and maintaining good working relationships with clients and partners
Excellent knowledge of Microsoft packages, including Word, Excel and Outlook
Commitment to pass basic financial exam within 3 months of employment (internal exam)
What is in it for the Client Experience Executive
This is a full time role, my client is based in Weybridge and offering a hybrid model of 2 days in the office, 3 days at home.
Salary to be discussed on the phone, with the company benefits
What next?
If this Client Experience Executive role sounds like it could be of interest to yourself or anyone you know then please do get in touch with your latest CV and a time that works for me to give a call as my client is looking to move quickly for the right person.
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