Client Services Executive

Job DescriptionTitle: Client Service ExecutiveLocation: CrawleySalary: Up to £30,000 (Negotiable on experience)Reference Number: 8874Recruit UK is working with an FTSE250 UK Wealth Management firm in Crawley to bring on a Client Service Executive to join their dynamic, friendly team in the Crawley office. This company approaches their work in an honest, forward-thinking manner to provide an expert service, bespoke to individual needs. They are leaders in the industry and with long-term goals at the core of their vision, they understand their employees underpin their success and reward hard work with attractive benefits.The Role:As a Client Service Executive, you will provide important support to advisers and their clients to provide a smooth client-centric service. This will include:Acting as Client Relationship Point of ContactProvide organised client communication relating to ongoing business and queries relating to portfoliosEnsure new business queries are processed correctlyPreparing meeting packs, annual review packs and valuations for clientsAdministration of client data, client documentation and new business paperwork onto back-office systems/platformsAssisting with ad hoc office dutiesPreparing for client appointmentsCall management/client contactTo succeed you will need:Previous financial services experienceExcellent communication skills (written and verbal)OrganisedStrong attention to detailSelf-motivated to learn and growAbility to multitaskTeam playerBenefits:25 days holiday (option to buy more)Life Assurance (x4 salary)Discretionary bonusJuicy company pension scheme (10% contribution)Private health insuranceEmployee Wellbeing Assistance programmeSeason Ticket LoanShare incentive schemeAccess to financial adviceHybrid working opportunitiesIf this role is of interest to you please apply now and one of our consultants will be in touch if you are successful. If you haven’t been contacted in 7 days please note you have been unsuccessful.About Recruit UK:As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Financial Planning firm in Crawley on a Client Service Executive role.Our commitment to you:Start every journey with a conversation to find out about you in-depth.Provide honest feedback on where you fit in the jobs market.Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.Take a holistic mindfulness approach – career happiness is rarely just about the money.Cover the whole of the UK with a local touch through our regional teams.Never pester you.