Client Experience Executive

GTS Banking and Finance is recruiting for a Client Experience Executive to work for our client in Surrey.

Are you passionate about providing exceptional service to high net worth individuals?

Are you ready to embark on a rewarding career journey within the dynamic world of wealth management?

Look no further! We're seeking a dedicated and enthusiastic Client Experience Executive to join our clients esteemed firm located in the heart of Weybridge, Surrey.

As a Client Experience Executive, you'll play a pivotal role in nurturing relationships with our valued clientele, predominantly comprising high net worth individuals. Your primary focus will revolve around delivering unparalleled service and support, ensuring that our clients' investment needs are met with precision and care.

Key Responsibilities:

• Act as the primary point of contact for our esteemed clientele, offering proactive support and guidance on investment strategies and portfolio management.
• Collaborate closely with our team of financial experts to develop tailored solutions that align with clients' financial goals and aspirations.
• Execute trades, manage accounts, and oversee administrative tasks with meticulous attention to detail.
• Continuously strive to enhance the overall client experience through proactive communication, timely resolution of inquiries, and personalized assistance.

Requirements:

• Previous experience in a client servicing role within the financial services sector is preferred.
• Strong understanding of investment products, particularly bonds, and familiarity with wealth management principles.
• Exceptional communication and interpersonal skills, with a knack for building rapport and trust with clients.
• Ability to thrive in a fast-paced environment, demonstrating resilience and adaptability to evolving market dynamics.
• Proficiency in Microsoft Office Suite and relevant CRM software.

Benefits:

• Competitive salary ranging from £28,000 to £29,000, commensurate with experience and qualifications.
• Opportunities for professional development and career advancement within a reputable wealth management firm.
• Hybrid working arrangement, offering flexibility and work-life balance.
• Access to a comprehensive benefits package, including pension contributions and health insurance options.

To apply please send your CV to Alice at (url removed) or call (phone number removed)