Job Description
Salary: Up to £30,000Location: Hybrid 2 days a week in the officeJob Type: Permanent, Full-timeSector: Financial Services / Professional Services
Reed are working in partnership with a respected professional services firm
Reed is delighted to be recruiting on behalf of a well-established organisation within the financial services sector, who are looking to appoint a Client Service Executive to join their growing client services team.
This role would suit someone with strong administration or client service experience, ideally gained within a regulated or professional services environment, who enjoys delivering a high level of support to both clients and internal stakeholders.
Key Responsibilities
* Managing client onboarding and day-to-day service requests in line with internal service standards
* Maintaining accurate and timely client records across internal and third-party systems
* Acting as a point of contact for client queries via telephone, email and written correspondence
* Coordinating meetings, including diary management and appointment scheduling
* Preparing meeting packs, annual review documentation and client valuations
* Ensuring calls, messages and correspondence are handled promptly and professionally
* Routing new business and servicing requests to the appropriate teams
* Managing document filing, scanning and archiving in line with compliance standards
* Working closely with advisers and colleagues to ensure smooth client journeys
* Supporting ad-hoc administrative tasks as required
Compliance & Risk
* Adhering to internal policies, procedures and regulatory requirements
* Demonstrating awareness of FCA principles and the importance of client outcomes
* Maintaining discretion, accuracy and attention to detail at all times
* Escalating risks or issues in line with company procedures
The Ideal Candidate
* Previous experience in a client service, administration or support role
* Background within financial services, insurance, wealth management
* Strong organisational skills with excellent attention to detail
* Confident communicator, both written and verbal
* Comfortable using CRM systems and Microsoft Office
* Able to manage multiple priorities in a fast-paced, regulated environment
* Proactive, professional and client-focused
What’s in It for You
* Salary up to £30,000, depending on experience
* Hybrid working
* Supportive team environment with long-term career development opportunities
* Exposure to a professional, well-structured organisation
APPLY TODAY FOR MORE INFORMATION