Client Engagement Executive
Financial Services / Professional Services Sector
St. Albans, Hertfordshire
We’re looking for a proactive and personable Client Engagement Executive to join a growing financial advisory business. This role sits at the centre of the client experience — supporting advisers by managing appointment pipelines, nurturing inbound enquiries, and coordinating client events and seminars.
The ideal candidate will be highly organised, confident communicating with clients over the phone, and passionate about building strong, lasting relationships.
Key Responsibilities
Annual Review Coordination
* Proactively contact existing clients to arrange Annual Review appointments with advisers
* Manage the end-to-end booking process to ensure adviser diaries remain full and review schedules stay on track
* Act as a key point of contact between clients and advisers, delivering a professional and personalised experience
Lead Management
* Serve as the first point of contact for inbound enquiries, responding promptly and professionally to prospective clients
* Qualify new leads and coordinate introductions and appointments with advisers
* Maintain accurate records of all enquiries, communications, and follow-up activity within the CRM system
Seminar & Event Coordination
* Support the planning and organisation of client seminars and events, including venue coordination, invitations, and attendee management
* Provide on-site support during events to ensure smooth delivery and a positive client experience
* Follow up with attendees post-event to maximise engagement and generate adviser meetings where appropriate
Key Skills & Competencies
* Professional and confident telephone manner with the ability to build rapport quickly
* Strong relationship management and stakeholder engagement skills
* Proactive and solutions-focused mindset
* Ability to manage multiple priorities, including bookings, enquiries, and event logistics
* Commercial awareness and strong understanding of client service
* Excellent organisational and time-management skills
* Competent using CRM systems and Microsoft Office applications
Experience & Qualifications
* 1–3 years’ experience in a client-facing, customer success, sales support, or account management role
* Previous experience within financial services, wealth management, or another professional services environment is highly desirable
Key Performance Indicators (KPIs)
* Volume and quality of Annual Review appointments booked
* Response times and conversion rates for inbound enquiries
* Seminar attendance and post-event engagement levels
* Client satisfaction feedback and overall service quality metrics